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Aditya Birla Sun Life AMC Limited

Product

The Performing Credit Strategy is designed to capitalize on the juggernaut of India's economic growth by providing customized and nuanced growth capital to companies that are driving this growth engine. The strategy delivers superior risk-adjusted returns through carefully selected credits with robust credit protection metrics.

How we optimise risk and returns?

Disciplined Portfolio Construction

Simple yet streamlined investment philosophy that focuses on 4 C’s:

Comprehensive Deal Evaluation and Investment Process

FAQ?

Alternative Investment Fund ("AIF") means any fund established or incorporated in India which is a privately pooled investment vehicle which collects funds from sophisticated investors, whether Indian or foreign, for investing it in accordance with a defined investment policy for the benefit of its investors. AIF does not include funds covered under the SEBI (Mutual Funds) Regulations, 1996, SEBI (Collective Investment Schemes) Regulations, 1999 or any other regulations of the Board to regulate fund management activities. Further, certain exemptions from registration are provided under the AIF Regulations to family trusts set up for the benefit of 'relatives' as defined under Companies Act, 2013, employee welfare trusts or gratuity trusts set up for the benefit of employees, 'holding companies' within the meaning defined in Companies Act, 2013.

Category I AIFs invest in start-up or early-stage ventures or social ventures or SMEs or infrastructure or other sectors or areas which the government or regulators consider as socially or economically desirable and shall include venture capital funds, SME Funds, social venture funds, infrastructure funds and such other Alternative Investment Funds as may be specified. Category Ill AIFs employ diverse or complex trading strategies and may employ leverage including through investment in listed or unlisted derivatives. Category II AIFs does not fall in Category I and Ill AIFs and do not undertake leverage or borrowing other than to meet day-to-day operational requirements and as permitted in the SEBI (Alternative Investment Funds) Regulations, 2012.

The target investors of the Scheme will include individuals, institutional investors, family offices, estates, partnership firms (whether limited or unlimited), limited liability company, Hindu Undivided Families, Corporations, body of individuals, associations, trusts, or any other entity or organization, whether Indian or foreign, whether incorporated or not, including a Government or an agency. The target investors may be from India or outside India.

With a defined capital commitment in the Scheme, the Investment Manager can structure the investment deal size to aim for ideal diversification and risk-reward for the investor. Being close-ended structure, the Investment Manager can structure the investment strategy basis the tenure of the Scheme. Capital Contributions will be drawn down in tranches based on the drawdown Notices issued by the Investment Manager on an 'as needed' basis. The Investment Manager may, in its sole discretion, require each Investor to make an upfront Capital Contribution to the Scheme for its entire Capital Commitment. This aims to ensure optimum use of the investor's capital.

Any income (other than business income) earned by a SEBI registered Category I and II AIF, is exempt from tax in the hands of the AIF. Such income shall be taxable directly in the hands of the investors. The investor should seek advice from their own tax advisers as to the tax consequences of an investment in the AIF.

The Investment Manager on a quarterly basis will communicate with investor on the performance of each investment and overall portfolio.

“For additional details, please mail us at abslamc.privatecredit@adityabirlacapital.com"