India’s First SME Exchange Category II AIF
Explore Chanakya Opportunities Fund-I
Chanakya Opportunities Fund-I is India’s first SME Exchange Category II AIF managed by expert fund managers at Steptrade Share Services. This Cat-II AIF is invested in SMEs listed or soon to be listed on SME exchanges. We focus on identifying high-growth opportunities through careful research and disciplined risk management and deliver remarkable returns for investors like you.
Capitalize on India’s SME Market with Chanakya Opportunities Fund-I
Offer a distinctive growth-focused opportunity for investments in the SME sector.
Focus on identifying and acquiring high-quality, undervalued SME stocks with potential for exceptional returns.
Support businesses by providing resources to grow as a sustainable and scalable enterprise.
Invest in SMEs listed on NSE EMERGE and BSE SME Exchange to target a long-term value creation.
Investment Philosophy We Believe for Your Growth
Our investment philosophy in the Chanakya Opportunities Fund-I is centered around identifying high-potential businesses at the right time to ensure long-term growth for your investments. We focus on companies with proven business models, capable management, and expansion potential. Our Fund Managers aim to provide you with high-number returns by investing in SMEs that are going on the upcoming growth path.
Prioritize strong governance, transparency, and ethical business practices.
Check on a strong commitment to sustainability and compliance, ensuring businesses thrive over time.
Investment Strategy We Follow for Your Goals
Up to 51%
Investment in High-Potential Private Companies
24%
Investment in Listed SMEs with Main Board Potential
25%
Investment in Small-Cap SMEs with Low P/E Ratios
| Focus on Fundamentals | We invest in businesses with high growth potential, higher revenue output, low risk, and strong unit economics. |
| Margin of Safety | Our fund managers secure value creation by focusing on disciplined entry pricing and ensuring adequate safety margins. |
| Balanced Investment Allocation | We allocate up to 100% in private companies, with a strategic mix of listed opportunities and global investments. |
| Quality Management Team | We partner with experienced management teams that have a proven track record of success. |
| Corporate Governance | We prioritize businesses with strong, transparent, and ethical governance practices. |
Investment Process We Implement for Your Gains
Deal Sourcing
We utilize exclusive deal flow and a trusted network of VCs, investment bankers, and SME promoters to find high-potential listed SMEs for your investment.
Active Portfolio Monitoring
We provide ongoing portfolio management, ensuring your investments are well-governed, constantly growing, and performing at their best.
Deal Execution
We make detailed assessment of investments, with due diligence across all areas—commercial, financial, and legal—to ensure appropriate decision-making and protect your returns.
Exit Strategy
We focus on profitable exits for you via strategic sales, using both primary and secondary markets to deliver you maximum returns.
Why Choose Steptrade?
Choose our expert Portfolio Management Team to experience reliable expertise, ethical practices, and exceptional results in SME and microcap investments.
Diversified Portfolio in SME and Microcap
Steptrade In Numbers
100+
years of Team Experience
100+ SMEs
Investments
300+
Crore Capital Managed
50+
Anchor Investments
22+
Pre-IPO Investments
Trusted by those who matter – our clients!
Steptrade has transformed my investment portfolio with its tailored strategies. The returns have exceeded my expectations, and their team’s expertise is unmatched!
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Still Have Questions?
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1What is the Chanakya Opportunities Fund-I?
The Chanakya Opportunities Fund-I is a private equity fund focused on investing in small and medium-sized enterprises (SMEs) in India. Launched in 2023 by CA Kresha Gupta, an Associate Member of The Institute of Chartered Accountants of India, the fund seeks to create significant growth through SME investments.
2What is the fund's investment strategy?
The fund invests in both unlisted and listed SMEs across various sectors like manufacturing, consumer products, and technology. It focuses on strong fundamentals, a capable management team, and ethical corporate governance as the key drivers for investment decisions.
3How does the fund invest?
The fund targets companies with the potential to list on SME exchanges or migrate to the main board of the stock exchange. It also looks at small-cap SME companies with low price-to-earnings ratios, aiming for long-term value creation.
4How much does the fund invest per company?
Generally, the fund invests between Rs 2 crore and Rs 10 crore per company, depending on the potential for growth and the opportunities available.
5Who manages the Chanakya Opportunities Fund-I?
The Chanakya Opportunities Fund-I is managed by Chanakya Fund Trust and StepTrade Share Services, combining expertise in private equity management and SME investments.