Pata hai, NAAM yaani Neo Alternative Asset Managers ka ye Neo Infra Income Opportunities Fund II ka goal hai total ₹5,000 Crore collect karna. Ye paisa lagainge roads aur renewable energy projects mein, jin pe government ya similar parties ke saath lambe contracts hain. Inke pichhle fund ne bhi roads aur solar mein badhiya kaam kiya tha. Zyadaतर paisa operational assets mein jayega, aur kuch private InvITs mein bhi.
Aur yeh koi chhota player nahi hai, bhai! NAAM khud ₹25,000 Crore se zyada manage karta hai, aur Neo Group ka total AUM toh ₹1 Lakh Crore ke aas paas hai March 2026 tak. Aur haan, inone ab real estate mein bhi entry maari hai!
Ye jo paisa jama hua hai na, yeh India ke infra sector ki taakat dikhata hai. Future mein toh government ₹143 Lakh Crore lagane wali hai infra par FY30 tak, aur Budget 2025-26 mein hi ₹11.21 Lakh Crore ka alloction hai. InvIT market bhi boom par hai, jiska AUM ₹6.25 Lakh Crore ho gaya hai FY25 mein aur ₹7.5 Lakh Crore tak ja sakta hai FY26 mein. Nifty REIT-InvIT index toh 6 saal se stock market se behtar returns de raha hai.
Par bhai, har chamakti cheez sona nahi hoti. Competition bahut hai, jiske karan assets mehengi mil rahi hain, aur future returns kam ho sakte hain. SEBI bhi InvIT rules badal raha hai, toh regulatory risks bhi hain. HAM roads mein cost overruns ki bhi news aayi hai. Aur agar interest rates badh gaye, toh aise yield-focused assets thode kam attractive ho sakte hain. Current InvIT market bhi telecom aur roads mein concentrated hai.
Toh overall, NAAM ka Fund II India ke infra growth ka fayda uthane ke liye position mein hai. Ye log multi-asset strategy par kaam karte hain, toh diversity hai. Lekin success ka funda clear hai: sahi assets sahi price par pakadna aur unse consistent returns nikalna, specially jab economy aur market change ho rahi ho.
