- Category
- III
- Strategy
- Long-only
- Fund house
- Rational Equity Trust
Rational Equity Scheme - 2
+6.64%
1-year return, after expenses and tax, before performance fee
Benchmark NIFTY 500 TRI · data as of 31 Aug 2026
Rational Equity Scheme - 2, a Category III long-only AIF from Rational Equity Trust, returned 6.64% (after expenses and tax, before performance fee) in the year to 31 Aug 2026. It began on 1 Apr 2025 and manages ₹33 crore.
Key numbers
- AUM
- ₹33 Cr
- Benchmark
- NIFTY 500 TRI
- Launched
- 1 Apr 2025
- Min. investment
- ₹1 crore
- Returns basis
- After expenses and tax, before performance fee
Returns
| Period | This fund | NIFTY 500 TRI |
|---|---|---|
| 1 month | +2.34% | +0.05% |
| 3 months | +5.06% | +4.00% |
| 6 months | +15.13% | +1.87% |
| 1 year | +6.64% | +5.34% |
| Since inception | +8.61% | +7.85% |
After expenses and tax, before performance fee, as Rational Equity Trust reports them, to 31 Aug 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
- Equity
- Benchmark
- NIFTY 500 TRI
- Fund manager
- Vivek Iyer
Market-cap mix
- Small cap100.00%
Investment approach
We are a fresh, new boutique investment firm aiming to provide high returns to our investors with highly favourable terms for our investors. We have high skin in the game in our flagship fund - more than 50% of the total contribution will be from the investment manager. We are a fundamental long only equity strategy fund with a sector agnostic & flexicap approach.
We are a fresh, new boutique investment firm aiming to provide high returns to our investors with highly favourable terms for our investors. We have high skin in the game in our flagship fund - more than 50% of the total contribution will be from the investment manager. We are a fundamental long only equity strategy fund with a sector agnostic & flexicap approach.
FAQs
What has Rational Equity Scheme - 2 returned?
6.64% (1-year return) to 31 Aug 2026, after expenses and tax, before performance fee, as Rational Equity Trust reports it. 1 month: 2.34%; 3 months: 5.06%; 6 months: 15.13%; 1 year: 6.64%; Since inception: 8.61%.
What kind of AIF is Rational Equity Scheme - 2?
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.
How much does Rational Equity Scheme - 2 manage?
₹33 crore as of 31 Aug 2026.
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). Rational Equity Scheme - 2’s stated minimum is ₹1 crore.
Who manages Rational Equity Scheme - 2?
Rational Equity Trust runs it; the fund manager is Vivek Iyer.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Rational Equity Scheme - 2’s are after expenses and tax, before performance fee. 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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