ONeil Capital Management India

Name

ONeil Capital Management India

Legal name

ONeil Capital Management India Private Limited

Website

https://oneilcapital.in

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Alternative Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (525990)

SIC

Investment Advice (6282)

akta.pro primary industry

Fundamental/Discretionary Equity Long/Short (FSAHAAAA)

akta.pro secondary industry

Multi-Strategy — Single-Manager, Multi-PM (FSAHAFAB)

Keywords

• Alternative investment funds
• Quantitative equity strategies
• Asset management services
• Systematic trading algorithms
• Growth equity investing

Headquarters

HQ city

Bangalore

HQ country

India

HQ region

Asia

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Others

Revenue model

1. AIF Management Fees: As a SEBI registered Category III Alternative Investment Fund manager, ONeil Capital Management India generates revenue through management fees charged on assets under management. The fund structure includes ONeil India Quant Fund as the primary scheme.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

ONeil Capital Management India operates as the Investment Manager to ONeil Capital Trust, a SEBI-registered Category III Alternative Investment Fund, offering systematic quantitative equity investment strategies to qualified investors. Its primary offerings are the ONeil India Quant Fund (growth equity strategy for Indian equities and derivatives) and Raven (U.S. all-cap equity long/short hedged aggressive growth strategy), both implemented through proprietary systematic quantitative algorithms grounded in the CANSLIM methodology.

Product overview

ONeil Capital Management India operates as an alternate investment fund management firm offering systematic quantitative equity trading strategies. The company manages two primary investment products: the ONeil India Quant Fund (a growth equity strategy for the Indian market using systematic quantitative algorithms) and Raven (a U.S. all-cap equity long/short hedged aggressive growth strategy). Both strategies are offered through ONeil Capital Trust, a SEBI registered Category III AIF, and are built on the proprietary CANSLIM investment methodology developed by William J. O'Neil over five decades of research.

Differentiator

Problem solved

Functional benefit

Brands

• ONeil India Quant Fund: Growth equity investment strategy for the Indian market, implemented by a systematic quantitative algorithm.
• Raven

Products and services

• ONeil India Quant Fund A growth equity investment strategy for the Indian market, implemented by a systematic quantitative algorithm based on proven O'Neil proprietary factors to invest in Indian equities and derivatives with growth characteristics, with opportunistic market exposure to balance portfolio volatility. Aimed at qualified Indian investors via the Category III AIF structure.
• Raven A U.S. all-cap equity long/short strategy based on a hedged aggressive growth methodology, implemented by a quantitative systematic algorithm with a long portfolio of U.S. equities with growth characteristics and a short portfolio to hedge inherent volatility.
• ONeil Capital Trust The SEBI-registered Category III Alternative Investment Fund vehicle under which OCM India offers its systematic quantitative strategies (including ONeil India Quant Fund and Raven) to qualified investors, with Amicorp Trustees (India) Private Limited acting as Trustee.

Quantifiable outcome

• Market-beating alpha through systematic quantitative algorithms
• +1 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Feature3 records

Partnerships

One partnership is on record.

• Amicorp Trustees (India) Private LimitedcoreOthersAmicorp Trustees serves as the Trustee for Oneil Capital Trust, the SEBI registered Category III Alternative Investment Fund structure. This is a critical governance relationship required for regulatory compliance of the AIF structure.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• William O'Neil + Company: Founder William J. O'Neil's original investment advisory firm; parent ecosystem of OCM India. Applies the same CANSLIM methodology to U.S. equities and is the originating entity from which OCM India's process is licensed.
• Acadian Asset Management: Global quantitative equity manager running systematic multi-factor strategies across geographies, including emerging/Asia mandates. Directly comparable to OCM India on systematic multi-factor process and institutional client focus.
• O'Neil Global Advisors: Sister firm under the O'Neil family-office umbrella that runs global systematic equity strategies. Shares methodology, leadership (Randy Watts as CIO), and the CANSLIM/quant process, making it the closest functional peer.
• WorldQuant: Global quantitative investment firm operating systematic equity alpha strategies at scale across geographies. Comparable to OCM India on data-driven factor research and systematic portfolio construction, though at far larger AUM.
• Marcellus Investment Managers: India-focused boutique equity manager running fundamentals-driven, compounding-style portfolios for HNIs and family offices. Comparable in being an India boutique manager targeting similar HNI/family-office clients with concentrated, high-conviction equity books.
• Motilal Oswal Asset Management: Indian asset manager known for systematic, model-driven equity strategies and a strong retail/HNI distribution footprint. Comparable to OCM India as a quant/rule-based Indian equity product manager targeting similar investor segments.
• ASK Investment Managers: Indian boutique asset manager offering PMS and AIF products to HNIs and family offices across equity and fixed income. Comparable as a Mumbai-based boutique managing SEBI-registered alternative vehicles for the same Indian HNI/family-office segment.

Broad incumbents

• AQR Capital Management: Large global quantitative asset manager applying factor-based, systematic equity strategies across institutional and intermediary channels. Comparable as a systematic equity incumbent with broader asset-class coverage than OCM India.
• Two Sigma Investments: Large systematic investment firm applying data science and technology to equity and multi-asset strategies. Comparable as a technology-led systematic equity manager, though at vastly greater scale and with broader strategies.

Regional players

• Kotak Mahindra Asset Management: One of India's largest domestic AMCs with active equity, including quant-style and factor products, distributed through the Kotak bank network. Comparable as an Indian asset manager competing for the same HNI/institutional rupee allocations.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about ONeil Capital Management India