• An open-ended Category III AIF, scheduled to launch on 10th July 2025
  • The fund has already secured commitments of ₹25 crores from investors ahead of its launch

Mumbai : Shaan Patel Asset Management, a professional AMC actively managing investor money to grow wealth, has announced the launch of its flagship Category III Alternative Investment Fund (AIF) with an initial target corpus of ₹200 crores.

The AIF will adopt a flexi-cap approach, investing across large, mid, and small-cap stocks with a maximum 10% allocation per individual stock. The portfolio will remain highly focused, comprising 12–15 high-conviction ideas identified using a proprietary blend of deep fundamental research and quantitative analytics.

By leveraging an “intelligent churning” model powered by quant signals, the fund aims to extract alpha multiple times along a stock’s growth journey, entering and exiting positions based on dynamic valuations. This approach reduces average purchase costs, locks in partial profits, and enhances compounded returns over time.

The fund will be benchmarked against the NIFTY 500 Index and aims to consistently outperform it while maintaining robust risk controls.

Speaking on the launch, Mr. Shaan Patel, CIO at Shaan Patel Asset Management, said, “We don’t believe in simply buying and holding indefinitely. Instead, we actively monitor every position, taking partial exits when valuations stretch and re-entering when opportunities arise — creating multiple points of alpha generation along the way. Our quant-driven signals guide these moves with discipline and precision, enabling us to reduce drawdowns, lower average costs, and compound returns more effectively. We firmly believe that the future of investing lies in being active, data-driven, and adaptive rather than passive and reactive. This approach empowers us to consistently capture market opportunities while protecting investor capital on the downside.”

The new AIF is designed for sophisticated investors seeking an alternative to traditional long-only approaches. It aligns with rising investor demand for active, quant-based, and sector-focused strategies, particularly among HNIs and family offices looking to navigate market volatility and capitalize on opportunities in fast-growing sectors like AI, EVs, FinTech, and renewable energy.

The minimum investment amount is set at ₹1 crore, catering to investors looking to build long-term wealth through a differentiated, systematic, and forward-looking approach.