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

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Bharat Value Fund (II)

AUM: INR 2000 Crore

Invested in 7 companies

Exits: TBA

Year of Launch: April 2024

Subscription: Closed

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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

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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.

Bharat’s Potential is Limitless. We Know Where to Look.

Talking about Bharat Value Fund

What We’ve Achieved, What We’ll Achieve Together!

India Inflection Opportunity Fund (I)

Bharat Value Fund (II)

Bharat Value Fund (III)

What Sets Us Apart – Bold Moves, Real Results

Rapid Growth

Quick Deployment

Short Investment Tenure

Alpha Generation

Investor-Oriented Terms

Proven Success

Trusted by the wise

Value over Money

Investing, the Way It Should Be – Clear, Direct, Impactful.

Target Companies

Active Ownership

Exit Strategy

Leverage & Network

Investment Discount

Reputable Audits

Thank You!

Thank You!