Alternative Investment Funds (AIFs) are SEBI-registered pooled investment vehicles that raise capital from accredited investors (HNWIs, family offices, institutions) for targeted, long-term strategies. Unlike traditional mutual funds, AIFs invest in non‑traditional asset classes – such as private equity, real estate, infrastructure, or hedge strategies – offering portfolio diversification and the potential for enhanced, long-term returns.
Access to specialized assets and strategies (venture capital, infrastructure projects, distressed assets, etc.) beyond conventional markets.
Targeted, high-conviction investments aimed at long-term capital growth (with commensurate risk).
Professionally managed by experienced investment teams skilled in evaluating complex opportunities.
SEBI-regulated structure with defined strategy and reporting standards, ensuring investor safeguards and governance.
AIFs are privately‑pooled funds (often set up as trusts, LLPs or companies) governed by SEBI’s AIF Regulations (2012).
Most AIF schemes are closed‑ended with multi-year horizons (typically 3–7 years) and mandate high minimum commitments (SEBI norms generally require ≥₹1 crore per investor).
These funds concentrate capital into a focused portfolio, aiming for long-term value creation.
A timeline illustrating the investor journey from initial signup through exit. For example, a mermaid timeline like the one below can clarify each stage (onboarding, due diligence, capital deployment, reporting, and eventual exit):
| Particular | Details |
|---|---|
| Scheme Name | SB Special Opportunities Fund I |
| Category | Category II AIF (SEBI-regulated) |
| Fund Manager | 3 Sigma Asset Management |
| Investment Strategy | Special Situations / Growth |
| Target Investors | HNIs, Family Offices, Institutional |
| Minimum Commitment | As per fund documents / SEBI norms (≈₹1 Cr) |
| Investment Horizon | ~5–7 years (closed-ended) |
| Risk Profile | Moderate–High |
We identify companies where the market undervalues long-term potential. Every idea undergoes rigorous due diligence: comprehensive financial analysis, market research, and evaluation of management quality.
We concentrate capital in our best ideas (typically 10–15 holdings) to amplify returns. Each investment is chosen for its clear competitive advantage and growth runway.
We invest alongside entrepreneurs and executives who have proven track records and integrity. A capable, aligned management team is critical for sustainable value creation.
We take a patient approach, willing to hold good businesses for multiple years. This avoids the noise of short-term market swings and aligns with our goal of compounding value.
Capital preservation is core. Portfolios are diversified by sector and strategy to mitigate idiosyncratic risks. We avoid excessive leverage and continuously monitor for downside scenarios.
A Rank Holder Chartered Accountant and Company Secretary, he is a seasoned investor with high analytical and active investing skills. He possesses deep networking skills developed over more than 3 decades, with expertise in taxation, statutory audits for large corporates, and loan syndication.
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