Top-Performing Alternative Investment Funds across Categories in October 2023

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In the dynamic landscape of Alternative Investment Funds (AIFs), discerning investors seek avenues that promise optimal returns. October ’23 brings forth a compelling narrative of success, as we delve into the tables showcasing the best performers in distinct AIF categories over the past year.

Significance of Evaluating AIF Performance Reports

In the dynamic financial realm, savvy investors recognize that scrutinizing AIF performance reports is akin to deciphering a financial masterpiece. These reports are not mere statistical arrays; they are blueprints revealing the fund’s prowess in navigating market intricacies.

  • Strategic insights: AIF performance reports provide strategic insights into fund allocations, risk management, and overall portfolio dynamics.
  • Risk mitigation: By delving into these reports, investors can gauge how effectively a fund mitigates risks, ensuring a balanced and resilient investment strategy.
  • Market adaptability: The adaptability of AIFs to market shifts is unveiled, showcasing their ability to capitalize on emerging opportunities and navigate uncertainties.
  • Investor empowerment: Armed with the knowledge gleaned from performance reports, investors can make informed decisions aligning with their financial objectives.

In the intricate dance of finance, evaluating AIF performance reports is the compass guiding investors through the labyrinth of wealth creation. It’s not just about numbers; it’s about unlocking the narrative that charts the course to financial success.

Deep Dive into The Best Performing Alternative Investment Funds

Here, we are going to discuss the types of alternate investment funds. These are Long Only, Long-Short, Long-Short Equity Plus AIF funds. So, let’s begin!

Long Only AIFs: Unveiling Powerhouse Performers

(based on last 1 Year of performance)

AMC & Scheme Name Overall Performance (%)
Inception Date 1Y
Abakkus Emerging Opportunities Fund Jun-19 51.5%
Abakkus Growth Fund 1 Jul-18 36.2%
ICICI Prudential Growth Leaders Fund Nov-21 34.8%

Abakkus Emerging Opportunities Fund

Inception: Jun-19

1Y Performance: 51.5%

Abakkus Growth Fund 1

Inception: Jul-18

1Y Performance: 36.2%

ICICI Prudential Growth Leaders Fund

Inception: Nov-21

1Y Performance: 34.8%

These stalwarts in the Long Only category have not just weathered the market storms but have surged ahead, exemplifying resilience and strategic brilliance in wealth creation.

Long-Short AIFs: Navigating Market Dynamics

(based on last 1 year of performance)

AMC & Scheme Name Overall Performance (%)
Inception Date 1Y
Volvin Growth Fund – Active Rabbit Sep-22 25.6%
Alta Cura Absolute Return Oct-21 17.19%
Tata Absolute Return Fund Apr-19 9.3%

Volvin Growth Fund – Active Rabbit

Inception: Sep-22

1Y Performance: 25.6%

Alta Cura Absolute Return

Inception: Oct-21

1Y Performance: 17.19%

Tata Absolute Return Fund

Inception: Apr-19

1Y Performance: 9.3%

Amidst the volatility, these Long-Short alternate investment funds have displayed finesse in leveraging market trends. They showcase the art of balanced risk management.

Long-Short Equity Plus AIFs: A Symphony of Returns

(based on last 1 year of performance)

AMC & Scheme Name Overall Performance (%)
Inception Date 1Y
Avendus Enhanced Return Fund-II Nov-18 19.61
Nuvama Enhanced Dynamic Growth Equity Apr-21  18.7%
Tata Equity Plus Absolute Returns Fund Mar-20  13.9%

Avendus Enhanced Return Fund-II

Inception: Nov-18

1Y Performance: 19.61%

Nuvama Enhanced Dynamic Growth Equity

Inception: Apr-21

1Y Performance: 18.7%

Tata Equity Plus Absolute Returns Fund

Inception: Mar-20

1Y Performance: 13.9%

This Alternative Investment Funds category blends the best of both worlds, strategically manoeuvring through market shifts and delivering robust returns.

What Sets Them Apart?

There are multiple aspects that help these AIF funds to be distinct. These are discussed below.

Ø  Strategic allocations: The top performers strategically allocate assets, assuring a mix that maximizes returns while mitigating risks.

Ø  Research-backed decisions: Rigorous research is the linchpin. Successful AIFs leverage deep market insights, allowing them to make informed decisions.

Ø  Dynamic portfolio management: Adapting to market changes is non-negotiable. Successful AIFs exhibit dynamic portfolio management, capitalizing on emerging opportunities.

What Lies Ahead?

As we celebrate the triumphs of October ’23, the journey forward promises excitement and potential. Investors are encouraged to conduct thorough due diligence, aligning their financial goals with the ethos of these top-performing AIFs.

Crafting Wealth, One Strategic Move at a Time

In the realm of Alternative Investment Funds, the tables don’t just reflect numbers. They showcase a story of astute decision-making, resilience, and the pursuit of excellence. Whether you’re drawn to the Long Only prowess, the strategic Long-Short dance, or the harmonious blend of Long-Short Equity Plus, October ’23 serves as a testament to the artistry of wealth creation through AIFs.

As we navigate the complexities of the financial landscape, these top-performing AIFs stand as beacons, guiding investors towards prosperity. The journey unfolds, and the possibilities are endless.

Consult The Experts

Now, if you’re interested in starting investing in Alternative Investment Funds or managing your investing portfolio for better risk management, contact us. We at AIF & PMS Experts India assist people to invest in the most suitable AIF funds. It will make sure lower risk and greater return.

So, what are you waiting for? Book your schedule with our experts by calling in 1800 210 1995. You may email us at [email protected]. So, start your investing journey today!

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