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Finideas Growth Fund

Category III

Overview

Finideas Growth Fund is a Category III AIF from Finideas Investment Advisor Pvt Ltd, a SEBI-registered advisor with 22+ years in the markets, built around a systematic, algorithm-driven strategy rather than individual stock-picking. The fund invests directly in Nifty and Bank Nifty in a 75:25 split, using futures to gain roughly 2x leveraged exposure at low cost, while hedging that risk through options and parking the remaining capital in debt instruments for steady interest income. The results speak for the discipline behind it — a 19.80% annual compounded return versus the index's 15.30% over rolling 3-year periods, with a peak drawdown of just -10% compared to the index's -51%, showing the hedging strategy genuinely protects capital even while using leverage to boost upside. Built for HNI investors, family offices, corporates, and NRIs, the fund carries no lock-in period but is designed around a 5-10 year horizon, and currently manages ₹600+ crore in assets across 700+ HNI investors, with a stated goal of scaling to ₹25,000 crore by March 2028.

Fund Structure Details

Fund Type

Category III

Category Type

LONG ONLY (100%)

Investment Focus

Index focused

Fund Currency

INR

AUM (₹in cr.)

-

Sponsor Commitment (₹in cr.)

-

Registration Number

IN/AIF3/22-23/1206

Fund Inception Date

15-05-2023

First Close Date

-

Last Close Date

-

Last Updated Factsheet

-

Ticket Size (₹in cr.)

₹1

Open And Close Ended Fund

Open-Ended

Tenure

-

6 Month Return

-6.5%

1 Year Return

-12.94%

3 Year Return

1.13%

5 Year Return

0%

Since Inception Return

1.73%

Extension Period

-

Lock-in Period

-

Residual Tenure

-

Open For Investments

Yes