Bharat’s Potential is Limitless. We Know Where to Look.
With exceptional companies quietly emerging. Identifying them early is an art.
Investing in them wisely is our expertise.
Talking about Bharat Value Fund
4000+ Cr AUM
10x Delivered on an exit*
Category II AIF
SEBI Registered
*Refer disclaimer
What We’ve Achieved, What We’ll Achieve Together!
We've built a track record grounded in the trust of our investors and the success of our portfolio companies.
India Inflection Opportunity Fund (I)
AUM: INR 502 Crore
Invested in 11 companies
Exits: 1
Year of Launch: October 2023
Subscription: Closed
View Investments
Bharat Value Fund (II)
AUM: INR 2000 Crore
Invested in 7 companies
Exits: TBA
Year of Launch: April 2024
Subscription: Closed
View Investments
Bharat Value Fund (III)
Fund Size: ₹2,500 Cr (Including ₹1,500 Cr base size + ₹1,000 Cr Green Shoe option)
Hurdle Rate: 15% (XIRR)
Exit Duration: 60 Months
Minimum Investment: INR 1.5 Cr
Subscription: Live
What Sets Us Apart – Bold Moves, Real Results
Rapid Growth
AUM of INR 3000+ Crore within one financial year
Quick Deployment
We act fast than the industry average, deploying investments swiftly
Short Investment Tenure
Upto 5 years, compared to the typical 7-9 years in the industry
Alpha Generation
Focused on identifying key parameters that generate potential returns
Investor-Oriented Terms
Features like a 15% XIRR hurdle rate, short tenure, and zero setup fees set us apart
Proven Success
Two exits with an average MOIC of 8x
Trusted by the wise
Investment from Indian Sovereign Fund in IIOF
Value over Money
We proactively manage Environmental, Social, and Governance (ESG) risks to create sustainable value
Investing, the Way It Should Be – Clear, Direct, Impactful.
Target Companies
We invest in asset-backed companies with a turnover of ₹500+ Crores and a proven, PAT-positive track record.
Active Ownership
Providing strategic support to portfolio companies in governance, recruitment, business development, and financial advisory.
Exit Strategy
A strategic exit approach—pre/post-IPO or promoter buyback at fair value, targeting optimal returns.
Leverage & Network
AI-driven insights, board of advisors, and an extensive corporate network drive our investments.
Investment Discount
We invest at a 30-40% discount compared to listed peers, creating an immediate value proposition.
Reputable Audits
Our financials are audited by Deloitte, ensuring transparency and credibility in all our operations.
