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

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.

4. 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

Download Fund Overview

3. 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: Live

View Investments

2. Bharat Value Fund

  • AUM: INR 2000 Crore

  • Invested in 11 companies

  • Exits: TBA

  • Year of Launch: April 2024

  • Subscription: Closed

View Investments

1. 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

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

One exits with an average MOIC of 2.5x

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.

Exit Strategy

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

Investment Discount

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

Active Ownership

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

Leverage & Network

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

Reputable Audits

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