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  • CafeAlt Cat I and Cat II AIFs can borrow to cover shortfall in drawdown from investors

    Cat I and Cat II AIFs can borrow to cover shortfall in drawdown from investors

    Also, the regulator has capped the maximum extension of Large Value Funds (LVFs) to a period of 5 years beyond its base tenure.
    Team Cafemutual Aug 19, 2024

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    SEBI has allowed Cat I and Cat II AIFs to borrow money for a brief period. With this, Cat I and Cat II AIFs can do short term borrowing in an event of a shortfall in drawdown from investors.

    AIFs raise commitment from investors. However, such a commitment happens in tranches throughout the fund-raising tenure. In most cases, such a tenure goes up to 5 years. And whenever the fund managers demand money from an investor, it is called drawdown. When investors default on such a payment affecting the entire AIF strategy, such short-term borrowing is supposed to take care of this aspect.

    SEBI clarified that these AIFs can borrow funds for a period up to 30 days. However, AIFs will have to recover interest payment from the investor responsible for the shortfall.

    In addition, AIFs will have to maintain a cooling period of 30 days between two borrowings.

    In another development, SEBI has capped the extension tenure in Large Value Funds (LVF) for accredited investors who have higher net worth and risk handling capacity.

    LVFs can be extended for a maximum of 5 years, regardless of the basic tenure of the scheme. This extension will require approval from a minimum two-thirds of the investors. If the fund is still not liquidated, it can choose another dissolution period like other AIFs.

    The LVF schemes who have not specified a cap on the extension of their tenure or who have an extension tenure of more than 5 years will have to comply to this regulation within the next 3 months. The regulator has also allowed such LVFs to adjust their original base tenure based on the consent of all their investors.

    To help you understand more about the world of alternates, Cafemutual will organize CafeAlt Conference 2024 on Aug 23 at Taj Santacruz, Mumbai.

    The event will help you discover emerging trends and opportunities in alternates space.

    You can register for the event by clicking here.

     

     

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