16 · HYBRID & LONG-SHORT AIFs
16 · HYBRID & LONG-SHORT AIFs
Category III AIFs that blend asset classes or run long-short strategies — hybrid allocation funds (equity + debt + alternates) and market-neutral / dynamic long-short funds designed to lower drawdowns. Four strategies are currently on the platform.
| Fund | Type | AUM | Min | Inception | Exit | Fee |
|---|---|---|---|---|---|---|
| Kotak Optimus — Aggressive (80:20) | Hybrid AIF · equity-tilted (~91% eq) | ~₹1,019 cr | ₹1 Cr | Dec 2019 | 1% <1 yr | 1.75% (1–10 cr) |
| Kotak Optimus — Moderate (50:50) | Hybrid AIF · balanced (~59% eq) | ~₹750 cr | ₹1 Cr | Dec 2019 | 1% <1 yr | 1.50% (1–10 cr) |
| ASK Absolute Return | Long-Short AIF · market-neutral | ~₹708 cr | ₹1 Cr | Jan 2024 | Nil | 1.75% or 1% + 20% perf |
| Nuvama Enhanced Dynamic Growth Equity | Long-Short AIF · dynamic | ~₹1,981 cr | ₹1 Cr | Apr 2021 | 1% <1 yr | 2.25% or 1.75% + 10% |
