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By Alpha Research
Jun 03, 2026
Alternate Investment Fund (AIF) is a financial product that primarily invests in Indian equities. The minimum threshold investment for an AIF is Rs. 1 Crore.
Our comprehensive analysis of AIF
AIF Average Performance:
*Returns are as of 31st March 2026. (above 1 Yr in CAGR)
Recent performance shows that AIF Category III Long Only strategies have faced broad-based short-term pressure, with most categories delivering negative returns across 1M, 3M, and 6M periods, indicating a market correction phase.
Long-short strategies have provided better downside protection, with comparatively lower drawdowns, highlighting their hedging advantage in volatile markets.
Over the longer term, returns across categories normalise in the 10–20% range, indicating that despite short-term volatility, equities-especially mid & small caps remain attractive for long-term allocation.
Benchmark Performance:
Returns are as of 31st March 2026, (above 1 Yr in CAGR)
Analysis of Individual Categories:
Large Cap AIF:
Large & Mid Cap AIF:
Mid & Small Cap AIF:
Small Cap AIF:
Micro Cap AIF:
Flexi Cap AIF:
Long Short AIF - Large Cap:
Long Short AIF - Large & Mid Cap:
Long Short AIF - Large & Mid Cap:
Best Regards
Ayush Singh | Neeru Seal
Research Analyst | Partner
Alpha Research
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