August 5, 2024: Pantomath Group’s India Inflection Opportunity Trust (IIOT) has officially launched the Bharat Value Fund (BVF) with a substantial corpus of ₹2,000 crore. This amount comprises a primary fund of ₹1,000 crore, along with an additional green shoe option of ₹1,000 crore, signaling strong investor confidence and interest.
The Bharat Value Fund, based in Mumbai, represents IIOT’s second foray into the realm of Alternative Investment Funds (AIF). Launched in April, BVF is strategically focused on capturing pre-IPO investment opportunities within high-potential growth-stage Indian enterprises. The fund’s launch is set to target the burgeoning mid-market segment of the Indian economy, which is ripe with demographic opportunities.
Madhu Lunawat, Chief Investment Officer of India Inflection Opportunity Trust, emphasized the fund’s potential impact, stating, “Bharat Value Fund is crafted to leverage the expansive demographic advantages presented by India’s mid-market sector. We believe that BVF will provide substantial returns and serve as a key component of our investors’ portfolios, driving long-term growth and financial prosperity.”
IIOT Targets High-Growth Indian Enterprises
Notably, BVF has already completed the green shoe option of ₹1,000 crore during its initial closing, showcasing robust early support and confidence from the investment community. This move showcases the growing enthusiasm for high-value investment opportunities in India.
In addition to the BVF launch, IIOT reported impressive progress with its inaugural fund, the India Inflection Opportunity Fund (IIOF). Within just eight months of its final closure, IIOF had fully deployed ₹500 crore of committed capital. The fund has made eight investments to date, raising the total number of investments to twelve. Furthermore, IIOF achieved a significant exit with a 10X valuation return, highlighting its successful investment strategy.
Lunawat further detailed India Inflection Opportunity Trust investment philosophy, stating, “Our approach remains consistent with our commitment to supporting businesses that align with Make-in-India initiatives, enhance rural consumption, and foster global engagements while delivering substantial societal benefits. Our portfolio includes enterprises that source directly from farmers, utilize renewable energy, manage water treatment projects for rural areas, produce import substitutes, and engage in export-oriented activities.”
As Bharat Value Fund embarks on its investment journey, it is poised to become a key player in India’s financial landscape, offering exciting opportunities for investors seeking growth and impact in the rapidly evolving market.
