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 .

Category II
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AIF
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SEBI Registered
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The Wealth Company Alternates Trust – IN/AIF2/19-20/0690
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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.

Bharat Value Fund Series VI

  • Target Fund Corpus: INR 1000 crores with green shoe option of INR 500 crores

  • Commitment Period: 12 months from fund closure date

  • Term: 5.5 years, drawdown to be completed in 12 months (extension of two terms of one year each)

  • Minimum Commitment: ₹ 1 crores

  • Hurdle Rate | Carried Interest: 15% per annum | 20% per annum (with catchup)

  • Subscription: Live

Bharat Value Fund Series V
(Referred to as Bharat Bhoomi Fund)

  • Target Fund Corpus: INR 1000 crores with green shoe option of INR 1000 crores

  • Commitment Period: 12 months from fund closure date

  • Term: 5.5 years, drawdown to be completed in 12 months (extension of two terms of one year each)

  • Minimum Commitment: ₹ 1 crores

  • Drawdowns: 20% upfront followed by 3-4 instalments

  • Hurdle Rate | Carried Interest: 12% per annum | 15% per annum (with catchup)

  • Subscription: Live

Bharat Value Fund Series IV

  • Fund Size: Up to ₹4,000 Crs (Corpus of ₹3,000 Crs Plus Green Shoe of up to ₹1,000 Crs)

  • Hurdle Rate: 15% (XIRR)

  • Exit Duration: 66 Months

  • Minimum Investment: INR 1 Cr

  • Subscription: Live

View Investments

Bharat Value Fund Series 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: Closed

View Investments

Bharat Value Fund

  • AUM: INR 2000 Crore

  • Invested in 11 companies

  • Exits: TBA

  • Year of Launch: April 2024

  • Subscription: Closed

View Investments

India Inflection Opportunity Fund

  • AUM: INR 502 Crore

  • Invested in 11 companies

  • Exits: 1

  • Year of Launch: October 2023

  • Subscription: Closed

View Investments

What Sets Us Apart – Bold Moves, Real Results

Rapid Growth

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AUM of INR 3000+ Crore within one financial year

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Quick Deployment

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We act fast than the industry average, deploying investments swiftly

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Short Investment Tenure

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Upto 5 years, compared to the typical 7-9 years in the industry

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Alpha Generation

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Focused on identifying key parameters that generate potential returns

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Investor-Oriented Terms

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Features like a 15% XIRR hurdle rate, short tenure, and zero setup fees set us apart

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Proven Success

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One exits with an average MOIC of 2.5x

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Trusted by the wise

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Investment from Indian Sovereign Fund in IIOF

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Value over Money

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We proactively manage Environmental, Social, and Governance (ESG) risks to create sustainable value

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

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Target Companies .

We invest in asset-backed companies with a turnover of ₹500+ Crores and a proven, PAT-positive track record.

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Exit Strategy.

A strategic exit approach—pre/post-IPO or promoter buyback at fair value, targeting optimal returns.

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Investment Discount.

We invest at a 30-40% discount compared to listed peers, creating an immediate value proposition.

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Active Ownership.

Providing strategic support to portfolio companies in governance, recruitment, business development, and financial advisory.

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Leverage & Network.

AI-driven insights, board of advisors, and an extensive corporate network drive our investments.

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Reputable Audits.

Our financials are audited by Deloitte, ensuring transparency and credibility in all our operations.