- Category
- III
- Strategy
- Long-only
- Fund house
- Azurean Investment Managers
Azurean India Equity Fund 1
−4.47%
1-year return, after expenses, before tax
Benchmark NIFTY 200 · data as of 30 Sep 2026
Azurean India Equity Fund 1, a Category III long-only AIF from Azurean Investment Managers, returned −4.47% (after expenses, before tax) in the year to 30 Sep 2026. It began on 9 Oct 2024.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 200
- Launched
- 9 Oct 2024
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | NIFTY 200 |
|---|---|---|
| 1 month | −5.04% | −6.35% |
| 3 months | −4.57% | −4.65% |
| 6 months | +4.42% | +5.36% |
| 1 year | −4.47% | −4.14% |
| Since inception | −6.27% | −7.00% |
After expenses, before tax, as Azurean Investment 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 200
- Fund manager
- Sampath Reddy
Market-cap mix
- Large cap66.40%
- Mid cap18.70%
- Small cap14.10%
- Cash0.80%
The five largest holdings are 36.81% of the portfolio.
Investment approach
A Category 3 Open Ended Fund with no Lockin period and no Exit Load ( Market Cap- Flexi Cap)
Investment objective is to generate capital appreciation by investing in Indian Equities. Our focus is on investing in high quality companies with good growth potential that are at reasonable value. The fund aims to invest across the market capitalization based on the relative attractiveness of the investment opportunities.
About the fund manager
Mr Sampath Reddy — CFA
Last role: Chief Investment Officer, Bajaj Allianz Life Insurance, Pune, 17 years Sampath Reddy has 29 years of experience in Indian equities of which the last 17 years were at Bajaj Allianz Life Insurance. During his stint at Bajaj Allianz, Sampath primarily managed equity portfolios and most of the actively managed equity funds have consistently received 4-star ratings or higher from Morningstar. Prior to joining Bajaj Allianz, Sampath worked with Principal PNB Asset Management, Voyager in equity fund management besides gaining experience in equity research at HSBC Securities, Anand Rathi Securities, and ABN Amro Asia Equities for about 7 years. Building on his extensive track record, in 2024, he founded Azurean Investment Managers , a Pune-based Category III AIF along with his colleagues.
As the fund house describes it.
FAQs
What has Azurean India Equity Fund 1 returned?
−4.47% (1-year return) to 30 Sep 2026, after expenses, before tax, as Azurean Investment Managers reports it. 1 month: −5.04%; 3 months: −4.57%; 6 months: 4.42%; 1 year: −4.47%; Since inception: −6.27%.
What kind of AIF is Azurean India Equity Fund 1?
A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Azurean India Equity Fund 1’s stated minimum is ₹1 crore.
Who manages Azurean India Equity Fund 1?
Azurean Investment Managers runs it; the fund manager is Sampath Reddy.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Azurean India Equity Fund 1’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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