Chanakya Opportunities Fund - I

Invest In Listed SME Exchange Companies
Our company

Unlocking the potential
of India's SME sector.

Chanakya Fund Trust AIF is a private investment vehicle, focusing on unlisted securities of SMEs or those listed or to be listed on SME exchanges is a niche that can yield great results. Being sector-agnostic provides flexibility, allowing you to capitalize on the best opportunities across various sectors. Your emphasis on rigorous research, analysis, and market understanding is crucial for success in this space.

Our team's experience and disciplined approach to investment and risk management are key factors in achieving our goals. By generating attractive returns for investors while contributing to the growth and development of the SME sector, we're not only creating value for our stakeholders but also playing a vital role in the broader economic landscape. It's an admirable mission!

Unlocking SME Sector
Chankya Opportunity Funds

Fund Snapshot

Year of Inception
April 2023
Fund Type
Close Ended Category II AIF
Fund Size
INR 100 Cr with a Green shoe option of INR 100 Cr
Min Investment
1 Cr
Number of Companies
20-25
Investment Horizon
5 Years
AIF CHARACTERISTICS

Depending on the AIF's investment focus

AIFs provide investors with exposure to non-traditional investment opportunities, potentially offering higher returns but often accompanied by increased risks. Certainly! Here are some characteristics of Alternative Investment Funds (AIFs)

01
Strong Unit Economics
02
Sector Agnostic with positive bias towards new economy business
03
Act as medium for investments in SME sector.
04
Preferred partner for Indian entrepreneurs.
05
Attractive valuations.
06
Buy good quality under-valued stocks.
07
Create a platform to source, invest and nurture businesses.
08
Contribute towards creation of sustainable and scalable businesses

Unique Features

Chanakya Opportunities Fund stands out as a compelling Alternative Investment Fund (AIF) option for investors seeking strong returns in today's market. With an impressive track record of initial performance, the fund has consistently outperformed its peers and exceeded investor expectations. This exceptional performance can be attributed to the high credentials of the main investment team, which boasts decades of experience in the industry, and a well-defined investment strategy that has been rigorously tested and refined over time.

In addition to these key factors, the Chanakya Opportunities Fund offers several unique features that make it a particularly attractive option. For example, the fund is known for its innovative approach to identifying and capitalizing on emerging market trends, as well as its ability to quickly adapt to changing market conditions. The fund also places a strong emphasis on risk management, employing a range of sophisticated tools and techniques to help mitigate potential downside risks. The other unique features are:

The Fund plans to invest at least 51% to 100% of the Investible Funds in private companies and the 0% to 49% in listed companies, which shall be identified by the Investment Manager based on market opportunities. The Fund may also invest in companies incorporated outside India as permitted under the AIF Regulations, at the discretion of the Investment Manager.

Investment Risk

YOUR PARTNER FOR SUCCESS IN THE INDIAN SME MARKET

Quality Services With Difference

Investment Strategy

The Fund will be sector-agnostic. It will consider investments in both technology-enabled companies and a broader consumption theme that meet the following common characteristics:

  • SME Listed Profitable companies with high potential opportunities in unorganized sectors.
  • Focus on Fundamentals
  • Corporate Governance
  • Depth & Quality of Management Team
  • Margin of Safety

The Fund will endeavor to focus on sectors which have the unique combination of rapid growth and the potential for improved profitability of its market leaders.

Investment Philosophy

Invest early in right growth opportunity businesses with a track record of generating revenues and a sound plan for expansion. Invest in SME companies looking to acquire the necessary equipment, property, personnel and working capital to expand their businesses rapidly, and sustain growth for the long-term.

COMPANY

  • Proven business model
  • High growth
  • Potential to be a segment leader
  • Capital efficient

MANAGEMENT

  • Partnership Approach
  • Alignment of Interest
  • Strong Management

GOVERNANCE

  • Transparency
  • Sustainability
  • Culture of Compliance
Investment Focus

Chanakya Opportunities fund is designed to provide growth capital and strategic support to listable SMEs exchange enterprises. With a focus on investing in companies with potential for growth and profitability, the fund aims to help these businesses scale their operations and achieve long-term success.

The investment under Chanakya Opportunities Fund shall be made in Indian manufacturing and services companies engaged in the following segments:

  • Auto-Component
  • Chemical
  • Light and Medium Engineering
  • Logistics & transportation
  • Pharma & Healthcare
  • Energy efficiency
  • Technology & Business Services
  • Electric Equipment