Alternate Investment Trust

Returns

After expenses, before tax, as Mastergrowth 369 Asset Managers reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.

Fund details

Category

Category III

Strategy

Long-only

Market-cap style

Multi / flexi cap

Asset type

—

Benchmark

NIFTY Smallcap 250

Fund manager

Ashutosh Kejriwal

Market-cap mix

• Large cap4.27%
• Mid cap8.64%
• Small cap58.93%
• Cash28.16%

The five largest holdings are 36.79% of the portfolio.

Investment approach

The investment objective and purpose of the Fund is to carry on the activity of a Category III AIF and for this purpose to arrange, make, manage and dispose of investments with the view to providing long term and short term capital appreciation and provide risk adjusted returns to Contributors in accordance with Applicable Laws and the Fund Documents. The Fund’s objective is to invest in equities and equity linked securities of the entities listed on stock exchanges in India, unlisted entities, Initial Public Offers (IPO), derivative, debt securities (listed or unlisted), warrants, bonds, future & options and in such other securities, listed, unlisted, quoted or traded on any stock exchange or over the counter, in units of other AIF and as permitted under Applicable Law.

The investment objective and purpose of the Fund is to carry on the activity of a Category III AIF and for this purpose to arrange, make, manage and dispose of investments with the view to providing long term and short term capital appreciation and provide risk adjusted returns to Contributors in accordance with Applicable Laws and the Fund Documents. The Fund’s objective is to invest in equities and equity linked securities of the entities listed on stock exchanges in India, unlisted entities, Initial Public Offers (IPO), derivative, debt securities (listed or unlisted), warrants, bonds, future & options and in such other securities, listed, unlisted, quoted or traded on any stock exchange or over the counter, in units of other AIF and as permitted under Applicable Law.

About the fund manager

Mr Ashutosh Kejriwal — Fund Manager

Ashutosh Kejriwal is Chartered Accountant and B.com Graduate with 9 years of post-qualification experience in financial management and advisory. He was working as senior manager in one for the Big 4 consulting firm in the Assurance department where he had obtained the exposure of understanding each head of financial statements and also fundamentals of the Companies. He has extensive expertise in equity markets, with over 5 years of active investment experience and proven track record in analyzing financial statements, market trends, and investment opportunities. He has strong skills in risk assessment and strategic financial planning and he is committed to delivering value through informed investment strategies and sound financial practices. Further, he has cleared the certification required of NISM Series-XIX-C: Alternative Investment Fund Managers Certification Examination and has various other NISM certifications.

As the fund house describes it.