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SEBI AIFs — Cat I, II, III

Updated May 2026

You write one cheque, pros pick the deals. ₹1 crore minimum, 7–10 year lock-in. Tax pass-through (Cat I/II) means returns flow at LP's tax rate.

What is a SEBI AIF?

A SEBI-regulated Alternative Investment Fund (AIF) is a pooled vehicle where you commit capital as a Limited Partner (LP) and professional managers deploy it across a portfolio of companies. Unlike angel platforms where you pick individual deals, here you back the manager's judgment for the entire fund vintage. One cheque, one lock-in, a portfolio.

Cat I = VC funds · Cat II = PE/growth · Cat III = hedge. SEBI's numbering, not ours.

Each category differs by investment mandate, lock-in, and how gains are taxed. Cat I/II pass gains through to you at your LP rate; Cat III taxes at fund level first. The ₹1 crore minimum is SEBI-mandated across all three.

⭐ Cat I picks · Venture capital funds

Early-stage portfolios. 7–10 year lock-in. Gains flow through to you at your LP tax rate. All three accept NRE/NRO.

⭐ Cat II picks · PE & growth funds

Growth stage to pre-IPO. 2–10 year holds. Pick Cat II when you have sector conviction or want a shorter exit window than Cat I.

⭐ Cat III picks · Hedge & absolute return

More liquid than Cat I/II — monthly or quarterly redemption. Gains taxed at fund level before you receive them. Use for the liquid sleeve.

⭐ Our pick

For first-time AIF NRIs, start with Blume Cat I. Add Avendus Cat III for liquidity.

Blume's seed-stage focus + 7-year lock-in matches typical NRI risk appetite — write one ₹1cr LP cheque and let it ride. Add Avendus's quarterly-redemption Cat III for the liquid sleeve. Skip Cat II PE unless you can lock in ₹3cr+ across 2-3 funds.

How we got there

We compared 8 SEBI AIFs on min ticket, lock-in, vintage IRR, and NRE/NRO accessibility. Three patterns matter:

First AIF · diversification play

→ Blume Ventures Fund V (Cat I)

7-year lock-in matches the natural startup cycle. Blume's seed-stage portfolio (Slice, Razorpay early days, Unacademy Series A) shows top-quartile IRR in their earlier funds. ₹1cr min — write one LP cheque, hold 7-10 years.

Liquid sleeve · quarterly redemption

→ Avendus Absolute Return (Cat III)

Long-short equity strategy. Quarterly redemption gives you a way out if your situation changes. Pair with a Cat I VC fund for the illiquid sleeve.

Sector concentration · pre-IPO

→ Tata Capital Healthcare or Kotak Pre-IPO

If you have sector conviction (healthcare booming) or want shorter hold (2-4 years to IPO exit), pick one of these. Lower IRR upside than Cat I VC but more predictable timing.

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Direct equity sourcing
Source your own deals — demo days, scout networks, syndicate leads. For advanced angels with ₹50L+ ticket sizes who want term-sheet leverage. Where the highest-return deals actually originate.