The recent announcement of a New Asset Class (NAC) by SEBI has sparked discussions among industry experts at Cafemutual Confluence 2024. Panelists highlighted that NAC aims to bridge the gap between mutual funds and alternative investment funds (AIFs) by providing accessible investment options for high-net-worth individuals (HNIs) with a lower entry threshold. It is expected to offer innovative strategies like long-short funds and inverse ETFs while maintaining a protective regulatory framework. The NAC could also enhance opportunities for distributors and provide tax advantages over current PMS and AIF structures, potentially transforming the investment landscape for retail and HNI investors alike.

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