- Category
- III
- Strategy
- Long-short (conservative)
- Fund house
- YES Securities India
Yes Alpha Plus Fund
+8.99%
1-year return, after expenses, before tax
Benchmark NIFTY 500 & Debt Composite Index · data as of 31 Aug 2026
Yes Alpha Plus Fund, a Category III long-short (conservative) AIF from YES Securities India, returned 8.99% (after expenses, before tax) in the year to 31 Aug 2026. It began on 20 Oct 2020.
Key numbers
- AUM
- —
- Benchmark
- NIFTY 500 & Debt Composite Index
- Launched
- 20 Oct 2020
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund |
|---|---|
| 1 month | +0.50% |
| 3 months | +1.65% |
| 6 months | +3.88% |
| 1 year | +8.99% |
| 2 years | +3.76% |
| 3 years | +5.00% |
| 5 years | +7.24% |
| Since inception | +7.27% |
After expenses, before tax, as YES Securities India reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like. Benchmark returns weren’t reported.
Fund details
- Category
- Category III
- Strategy
- Long-short (conservative)
- Market-cap style
- —
- Asset type
- Equity
- Benchmark
- NIFTY 500 & Debt Composite Index
- Fund manager
- Rajkumar Rathi
Investment approach
Capital appreciation via long-short exposure in market via diverfied pool of equity derivatives. As construct of long - short strategies, objective stand to make return with lower volatilities.
Yes Securities Alternates Alpha Plus Fund (AIF CAT III) seeks to generate consistent, risk-adjusted returns for investors over the long-term. The fund employs diverse trading strategies in the derivatives market with the objective of earning profits from both upward and downward price movement in the underlying securities.
About the fund manager
Mr. Rajkumar Rathi — Chief Investment Officer
Rajkumar Rathi has more than 20 years of experience in Indian Capital Markets across Asset Management, Wealth Management and Investment Banking. Rajkumar is currently chief investment officer at Yes Securities India Ltd and oversees all investment related activities of the firm including fund management and research advisory. In his earlier stints, Rajkumar worked with Kotak Mahindra Asset Management, ICICI Securities and Anand Rathi Group etc.
As the fund house describes it.
FAQs
What has Yes Alpha Plus Fund returned?
8.99% (1-year return) to 31 Aug 2026, after expenses, before tax, as YES Securities India reports it. 1 month: 0.50%; 3 months: 1.65%; 6 months: 3.88%; 1 year: 8.99%; 2 years: 3.76%; 3 years: 5.00%; 5 years: 7.24%; Since inception: 7.27%.
What kind of AIF is Yes Alpha Plus Fund?
A Category III AIF following a long-short (conservative) strategy. 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). Yes Alpha Plus Fund’s stated minimum is ₹1 crore.
Who manages Yes Alpha Plus Fund?
YES Securities India runs it; the fund manager is Rajkumar Rathi.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Yes Alpha Plus Fund’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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