India Inflection Opportunity Trust Launches Bharat Value Fund

Notably, the Fund announces its first close with firm commitments of INR 1000+ crores having already been received, thus hitting the green shoe option at the first close itself.

author-image
SMEStreet Edit Desk
New Update
Ms. Madhu Lunawat Madhu Lunawat, the Chief Investment Officer (CIO) of India Inflection Opportunity Trust (IIOT) and Co-Founder and Director of Pantomath Financial Services Group
Listen to this article
0.75x 1x 1.5x
00:00 / 00:00

In a remarkable display of financial acumen and strategic prowess, India Inflection Opportunity Trust (IIOT), managed by Pantomath Capital Management under the leadership of renowned industry expert Madhu Lunawat, has launched its second series, Bharat Value Fund (BVF), with a targeted corpus of INR 2000 crores including a base amount of INR 1000 crores and an additional green shoe option of INR 1000 crores.

Notably, the Fund announces its first close with firm commitments of INR 1000+ crores having already been received, thus hitting the green shoe option at the first close itself.

In one of the fastest Fund roll-outs, BVF was launched in April, aiming to capitalize on pre-IPO investment opportunities in Indian growth-stage enterprises. BVF targets companies that embody the "Made in India" ethos, substituting imports, fostering exports, and supporting India's vast rural consumption. BVF exemplifies its strategic vision of fostering Indian enterprise growth, driving innovation, and delivering exceptional returns to investors.

On the launch and first close, Ms. Madhu Lunawat, CIO of India Inflection Opportunity Trust (IIOT), said, “Bharat Value Fund is designed to capitalize on the massive demographic opportunities in the mid-market segment that the Indian economy presents. We are confident that BVF will deliver robust returns and become a cornerstone of our investors' portfolios, helping them achieve long-term growth and financial success.”

Bharat Value Fund India Inflection Opportunity Trust