Samraddh Bharat Special

Opportunities Fund I

Samraddh Bharat Special Opportunities Fund I is a scheme of Samraddh Bharat 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.

Dual Alpha Generation

FDs + ASBA

Tactical Listing Gains

Smart Exits

Disciplined Risk

Framework

Why Choose

Samraddh Bharat

Opportunities

Fund I ?

Long Only

Focused on capital appreciation

Fundamentally Driven

Based on thorough analysis

Sector-Agnostic

Opportunities across industries

MSME Focused

Targeting growth in small businesses

Invest to Exit

Strategic approach to maximize returns

Investment Strategy

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 minimize idle cash by keeping the investable corpus in Fixed Deposits while participating in IPOs through ASBA, enabling FD interest on blocked capital alongside potential listing gains.

Rigorous IPO Screening

We apply a disciplined screening process to identify IPOs with attractive valuations, strong fundamentals, and genuine value potential.

Tactical Listing Gains

We target listing gains by exiting positions shortly after listing, enabling efficient capital rotation, disciplined profit realization, and consistent return generation.

Special Opportunities

We selectively pursue low-risk, high-alpha special opportunities with asymmetric return potential, while maintaining a strict capital protection framework.

Focus on Capital Protection

We prioritize risk-adjusted returns by limiting exposure duration and focusing on value-based entry points to protect capital while seeking outperformance.

30+

Happy HNI Investors

35+

Successful IPOs

40Cr+

Assets Under Strategy

1 < Year

Track Record

Scheme Structure and Key Terms

Open Ended (Category III)
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
Subscription - Monthly I NAV - Monthly I Redemption - Monthly