Get High Returns in SME and Microcap Investments
Explore Steptrade Revolution Fund
Steptrade Revolution Fund by Steptrade Share Services offers exclusive access to high-growth opportunities in the SME and Microcap sectors. Our fund managers focus on anchor investments in IPOs and listed companies with market caps up to INR 1,000 crore to deliver promising returns. We target companies with strong growth potential, competitive advantages, and efficient governance, ensuring a durable foundation for your investments.
Capitalize on India’s SME Market with
Steptrade Revolution Fund
Access to India’s rapidly growing SME and Microcap sectors.
Benefit from an open-ended investment structure designed for investors.
Maximize listing gains through strategic anchor investments.
Achieve diversified exposure with Anchor and QIB investments.
Target high, risk-adjusted returns through strategic market positioning.
Contribute to India’s economic growth by investing in SMEs and Microcaps.
Investment Philosophy We Believe for Your Growth
Our investment philosophy in Steptrade Revolution Fund is driven by a deep understanding of market dynamics and a commitment to long-term value creation. We focus on SME and Microcap companies with strong growth potential, competitive advantages, and skilled management. Our fund managers maintain disciplined investment practices, prioritizing sustainable returns and effective risk management for your investments.
Focus on businesses with strong pricing power and a stable competitive landscape.
Assessment of risk-reward ratios, avoiding value errors and short-term trends.
Look for strong governance and attractive valuations for steady returns.
Investment Strategy We Follow for Your Goals
40%
Anchor Investments in SME and Microcap IPOs
60%
Qualified Institutional Buyer (QIB) in listed SMEs and Microcaps
| Industry Growth Potential | We prioritize industries with long-term growth prospects by using in-depth market analysis and emerging trend tracking. |
| Competitive Edge | We identify companies with strong competitive advantages like unique products, technology, or market dominance. |
| Governance Standards | We only invest in companies with strong governance by focusing on transparency, ethical practices, and effective risk management. |
| Diversified Risk Management | We maintain a well-diversified portfolio by optimizing risk and return across different sectors and asset classes. |
Investment Process We Implement for Your Gains
Internal Analysis
- We use financial screeners to identify companies with strong profitability, growth potential, and competitive valuations.
- Our research team conducts corporate governance checks to ensure good management and alignment with shareholder interests.
- We evaluate the risk-reward profile of potential investment, including stress testing for resilience to adverse conditions.
- Our analysts prepare detailed stock pitches, which are systematically debated by the investment team before making decisions.
External Analysis
- We attend industry conferences and meet analysts to stay ahead of market trends and network with experts.
- We regularly meet with company management to assess their strategies and ensure they align with investor interests.
- Our team visits companies and their suppliers to gain insights of operations and competitive positioning.
- We consult with industry peers and experts to stay informed and identify new opportunities.
Investment Decision
After considering internal and external analyses, we rank all potential investments and make final decisions based on five recommendations: Strong Buy, Buy, Hold, Sell, and Strong Sell.
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?
We’re Here to Help.
1What is the Steptrade Revolution Fund?
The Steptrade Revolution Fund is an open-ended Category III Alternative Investment Fund (AIF) launched in August 2023 by Kresha Gupta. The fund focuses on capitalizing on the promising SME and microcap sectors, offering investors exposure to a diversified portfolio of high-growth potential companies.
2What is the fund's investment strategy?
The fund’s investment strategy includes Qualified Institutional Buyers (QIB) and Anchor Investments in IPOs and listed companies with market caps up to INR 1,000 crore.
3How does the fund invest?
The Steptrade Revolution Fund targets SME and microcap companies that show strong potential for growth and long-term value creation. The fund invests in companies with favorable market conditions, aiming for high returns, and seeks opportunities in both the pre-IPO and listed companies of the market.
4How much does the fund invest per company?
Generally, the Steptrade Revolution Fund invests between INR 2 crore and INR 10 crore per company, depending on the growth potential and the opportunities available in the market.
5Who manages the Steptrade Revolution Fund?
The Steptrade Revolution Fund is managed by Steptrade Share Services. Kresha Gupta, a Chartered Accountant and the founder of Steptrade Share Services, along with Ankush Kumar Jain, a Chartered Financial Analyst (CFA), manages the fund with expertise and experience in investment management and equity markets.