Smart Investment

Lasting Growth

Samraddh Bharat Special Opportunities Fund I is an open-ended Category III AIF designed to generate superior risk-adjusted returns with a strong emphasis on capital protection. Our core philosophy leverages the high-growth potential of the primary market (IPOs) and select special opportunities while ensuring maximum capital efficiency through a unique dual-return mechanism.

Samraddh Bharat Advantage Explained

Structured Strategies For High-Alpha Wealth Creation

Samraddh Bharat focuses on research-driven alternative investment opportunities designed to optimize capital efficiency, manage downside risk, and deliver long-term risk-adjusted returns through disciplined execution.

Disciplined Investment Framework

Our institutional investment approach combines strategic allocation, liquidity management, and structured risk controls to support consistent long-term wealth creation.

IPO Valuation, Cash Efficiency & Special Situations

Our strategy deviates from traditional long-hold approaches by focusing on value arbitrage in the IPO market, efficient treasury management, and tactical special situations.

Dual Alpha Generation (FDs + ASBA)

We aim to ensure practically nil idle money by keeping the investible corpus invested in Fixed Deposits. We participate in IPOs using the ASBA (Application Supported by Blocked Amount) facility. This allows the fund to earn FD interest on the blocked capital while simultaneously aiming for IPO listing gains, generating an additional layer of alpha.

Rigorous IPO Screening

We employ a careful screening process to identify Initial Public Offers (IPOs) that offer genuine value and strong fundamentals.

Tactical Listing Gains

The Fund aims to capture “listing pops” by exiting positions within a few days of listing, thereby rotating capital efficiently and locking in gains.

Special Opportunities

Beyond primary markets, we actively scout and invest in low-risk, high-alpha special opportunities. These are carefully selected market situations that offer asymmetric return potential while adhering to our strict capital protection framework.

Focus on Capital Protection

We prioritize risk-adjusted capital returns. By limiting exposure duration and focusing on value-based entry points, we aim to protect the principal while seeking outperformance.

Fund Structure & Key Terms

Fund Category SEBI Registered Category III AIF (Open-Ended)
Target Corpus ~INR 50 Crores
Minimum Investment INR 1 Crore (Standard)
Hurdle Rate 10% p.a. (Pre-tax)
Management Fee Ranges from 1.00% to 2.25% p.a. based on Class & Commitment amount
Performance Fee Up to 10% p.a. (with high water mark) based on class Exit Load
Exit Load 1% if redeemed before 1 year; NIL post 1 year
Frequencies NAV: Monthly | Subscription: Monthly | Redemption: Monthly

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