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Best Performing AIFs as of May’25 (3-Year Performance)

Alternative Investment Funds (AIFs) are increasingly becoming a preferred route for HNIs and institutional investors aiming to diversify their portfolios beyond traditional equity and debt instruments. As of May, we evaluated the best-performing AIFs based on their 3-year returns, across key categories including Long Only, Long Short, Long Short-Equity Plus, and Debt.

🔹 Long Only AIFs

🥇 Ampersand Growth Opportunities Fund Scheme-1

• Launch Date: September 2017
• 3-Year Return: 25.95%
• 1-Year Return: 2.27%
• 5-Year Return: 32.92%

 

Ampersand’s strategy has outperformed peers in the Long Only category. Its strong 3-year CAGR of 25.95% reflects consistent alpha generation through fundamental stock-picking and sectoral plays.

🔹 Long Short AIFs

🥇 Alta Cura Absolute Return

• Launch Date: October 2021
• 3-Year Return: 14.35%
• 1-Year Return: 10.68%
• 5-Year Return: NA

 

Alta Cura leads in the Long Short segment with a solid 14.35% return over 3 years. Its balanced exposure and absolute return strategy helped navigate volatility while maintaining positive returns.

🔹 Long Short – Equity Plus AIFs

🥇 Nuvama Enhanced Dynamic Growth Equity [EDGE] Fund

• Launch Date: April 2021
• 3-Year Return: 21.70%
• 1-Year Return: 11.40%
• 5-Year Return: NA

 

Nuvama’s EDGE Fund stands out in the Long Short – Equity Plus space. With a commendable 21.70% CAGR over three years, the fund reflects aggressive yet well-calibrated positioning.

🔹 Debt AIFs

🥇 Northern Arc Money Market Alpha Fund

• Launch Date: January 2019
• 3-Year Return: 16.14%
• 1-Year Return: 12.24%
• 5-Year Return: 15.44%

 

Among debt-oriented AIFs, Northern Arc’s Money Market Alpha Fund has delivered superior risk-adjusted returns. It’s a top choice for those seeking stable yet high-yield debt opportunities.

 

✨ Conclusion

Whether you’re seeking aggressive growth, hedged exposure, or stable debt returns, the AIF space continues to offer compelling opportunities. The 3-year performance data is a testament to how different strategies can perform across market cycles.