Growth Opportunities
Fund

Capitalizing on India's growth through strategic equity investments in IPOs, Pre-IPO opportunities, and special situations across all market capitalizations

EXPLORE OPPORTUNITIES

Strategic Equity Investments
Across India's Markets

Innovative Vision Trust is registered with SEBI as a Category III Alternative Investment Fund. The Fund focuses on investing in India through equity shares and related instruments of listed and unlisted companies, targeting capital appreciation through IPOs, pre-IPO opportunities, and special situations.

Investment Approach

The Fund aims to invest primarily in India through direct and indirect equity investments in listed and unlisted companies. We embrace dynamic positions for both short and long strategies, enhancing the potential for capital appreciation.

Our sector-agnostic and geography-agnostic approach allows us to identify high-potential opportunities across all market capitalizations—small, mid, and large caps. This diverse strategy provides flexibility in capital allocation based on market conditions.

We maintain a medium to long-term investment perspective, focusing on sustainable growth by aligning with companies' natural growth cycles, emphasizing patience and strategic positioning to maximize returns over time.

TARGET CORPUS
₹58 Crores
TARGET IRR
18-20%
PORTFOLIO SIZE
15-20
INVESTMENT HORIZON
5 Years

Strategic Positioning, Exceptional Opportunities

Our investment process combines rigorous market analysis, strategic positioning in IPOs and pre-IPO opportunities, and special situation expertise to identify and capitalize on India's most promising equity investments.

DISCUSS YOUR INVESTMENT

Terms & Structure

Designed for sophisticated investors seeking long-term capital appreciation through strategic growth investments in India's most promising companies.

MINIMUM INVESTMENT

₹1 Cr

Qualified investors as per SEBI AIF regulations

FUND TENURE

5 Years

Plus 2-year extension at manager's discretion

TARGET IRR

15-20%

Net of all fees and expenses

LOCK-IN PERIOD

5 Years

Minimum holding period

MANAGEMENT FEE

2%

Per annum on committed capital

PERFORMANCE FEE

20%

Above 15% hurdle rate

Our Key Investment Approaches

Primary Market Transactions

Active participation in IPOs and Follow-on Public Offerings allows the fund to capitalize on fresh equity issuance and growth potential from newly listed companies.

Anchor & Pre-IPO Investments

Securing anchor investments in public offerings gains preferential allocations. Pre-IPO and PIPE deals are integral strategies for accessing unique growth opportunities before public listing.

Special Situations Fund

Investment in special situations such as distressed assets or mergers presents unique opportunities for returns, driving the fund's portfolio diversification and risk management.

All Market Cap Strategy

The fund embraces an inclusive approach, investing across small, mid, and large cap companies to identify high-potential opportunities with flexibility in capital allocation.

Sector Agnostic Approach

The fund focuses on potential growth across various industries while ensuring a geography-agnostic stance that may include international investments where suitable.

Medium to Long-Term Horizon

A medium to long-term investment perspective focuses on sustainable growth by aligning with companies' natural growth cycles, emphasizing patience and strategic positioning.

Begin Your Journey

Share your details and our investor relations team will connect with you to discuss investment opportunities and answer your questions.

IMPORTANT DISCLOSURE

Investment in Alternative Investment Funds involves a high degree of risk. Investors must carefully review the Placement Memorandum and consult with their financial, tax, and legal advisors before investing.

This website does not constitute an offer to sell or solicitation to buy securities. Investment is available only to eligible investors as defined under SEBI (Alternative Investment Funds) Regulations, 2012.

Past performance is not indicative of future results. There can be no assurance that the Fund will achieve its investment objectives or that investors will receive a return on their capital.

Get in Touch

Our team is available to answer your questions and guide you through the investment process.

ADDRESS

Office No. 8, Purshottam Lalji Bldg, Ground Floor, 1stMalharrao wadi, Kalbadevi, Near Mahapargya School
Mumbai - 400021
Maharashtra, India

HOURS

Monday - Friday
9:00 AM - 6:00 PM
Saturday by appointment