Collective Investment Schemes

Expanding Horizons Beyond Traditional Investments

Our AIFs provide a specialized platform for investors seeking to explore differentiated opportunities beyond traditional asset classes. Whether you're interested in distressed assets/special situations or niche strategies, our funds offer a diverse range of investments designed to help you diversify and enhance your portfolio for long-term growth. With a focus on non-conventional assets, our AIFs empower you to capture value in markets others may overlook.

A) Artha Global Opportunities Fund (AGOF)

Category III AIF – Focused on Special Situations and Distressed Debt
Artha Global Opportunities Fund (AGOF) is a Category III Alternate Investment Fund (AIF) and the successor to the Radiant Capital Global Opportunities VCC Sub Fund 1, following its domicile transfer from Mauritius. This specialized fund targets distressed debt and is currently in the process of securing No Objection Certificates (NOCs) from lenders to finalize its transition.

With a 7-year lifespan, AGOF focuses on investing in Security Receipts (SRs) issued by Asset Reconstruction Companies (ARCs) in India. The fund targets non-performing loans (NPLs) backed by operational assets, a strategy designed to optimize recovery and generate returns for investors within the fund’s life.
By investing in high-value, private market transactions, AGOF is on track to deliver over 5x returns on invested capital, underscoring our expertise in navigating complex opportunities and delivering exceptional results.

B) Funds on the Drawing Board

As a pioneer in GIFT City, we are excited to announce our upcoming fund launches, designed to further diversify our portfolio and meet the evolving needs of global investors.

Hedge Fund: US Equity Long/Short Strategy

This fund will focus on long/short strategies within the US retail equity market, aiming to generate alpha returns of 3-5% per quarter above market returns. Structured as a Category III AIF, the fund will not invest in the Indian market or any Indian securities. As such, it will be available for Indian residents to invest through the Liberalized Remittance Scheme (LRS). While the fund may incorporate leverage in the future, it is not anticipated to use leverage at the outset. However, flexibility for leverage will be embedded in the structure to capitalize on opportunities as they arise. The fund has successfully raised seed capital of USD 100 million and is currently in the process of obtaining the necessary regulatory approvals. We plan to officially launch the fund in Q2 2025.

Arbitrage Fund: Algorithmic Trading

The Arbitrage Fund will employ algorithmic trading strategies to provide stable, low-risk USD returns of 8%-10% annually. This Category III AIF will focus on arbitrage opportunities in global markets, leveraging sophisticated algorithms to capture market inefficiencies. While the fund will not use specific leverage, trading in Futures & Options (F&O) inherently involves leverage, and this will be considered in its risk management approach.

Fixed Maturity Fund: Global Fixed-Income Investments

The Fixed Maturity Fund will be a 3-4 year duration fund targeting annual returns of 8%-10% in USD. This fund will incorporate leverage, with an expected Loan-to-Value (LTV) ratio of 85%, to enhance returns. The fund will primarily invest in global fixed-income securities denominated in USD, offering investors a balanced risk-return profile with stable income generation over the medium term.
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