New Rs 2000 Crore 'Bharat Value Fund' Launched by India Inflection Opportunity Trust

With a targeted corpus of Rs 2000 crore, the India Inflection Opportunity Trust (IIOT), run by Pantomath Capital Management under Madhu Lunawat's direction, has launched its second series, Bharat Value Fund (BVF), to assist businesses in reducing imports, promoting exports, and bolstering India's substantial rural consumption.

According to a statement from the company, the intended corpus consists of a base amount of Rs 1000 crore and an additional Rs 1000 crore for a green shoe option.

The Fund hit the green shoe option at the first close itself, announcing that firm pledges totaling more than Rs 1000 crore had already been received.

The company went on to say that BVF, one of the fastest fund rollouts, was introduced in April with the goal of leveraging pre-IPO investment opportunities in growth-stage Indian companies.

BVF focuses on businesses that uphold the "Made in India" philosophy by encouraging exports, reducing reliance on imports, and assisting India's sizable rural consumer base. BVF is a prime example of its strategic mission, which is to support the growth of Indian enterprises, innovate, and provide investors with great returns.

Madhu Lunawat, CIO of the India Inflection Opportunity Trust (IIOT), commented on the development, saying, "The goal of the Bharat Value Fund is to take advantage of the enormous demographic opportunities that the Indian economy presents in the mid-market segment." We have faith that BVF will provide strong returns and establish itself as a pillar of our investors' portfolios, assisting them in achieving financial success and long-term growth.

The India Inflection Opportunity Fund, the first IIOT scheme with Rs 500 crore, according to the business, performed admirably, allocating all of its committed capital within eight months after the final closure, making it one of the fastest schemes in the Indian alternate investment market. IIOF has made eight successful investments in the last eight months, increasing its total to twelve investments.

Additionally, at a 10x value, IIOF was able to secure one of the most profitable exits. Significantly, the exit funds have been disbursed, marking yet another first in the history of giving investors a sizable return during the drawdown period. In the eight months since the final close, IIOF has already returned more than 60% of the money given by investors.

"Our portfolio includes companies that manufacture import substitute products, conduct export-oriented business, use renewable energy, treat and supply water to rural households, and purchase directly from farmers," Lunawat stated.

The fund has the support of prominent Indian family offices, international investment firms, and the sovereign fund of funds.