Nav Capital Launches India-Focused Bharat Investment Opportunities Fund, Targets To Raise Rs 500 Crore

• To invest in pre-IPO stage companies in High Growth Sectors
• To allocate 51% in unlisted space and 49% in listed entities
• Fund backed by NAV Capital – NAV Capital Emerging Star Fund

NAV Capital today announced that it has launched its first India-focussed close-ended AIF Fund (Category 2), NAV Bharat Investment Opportunities Fund. The new fund will primarily look for investment opportunities in the pre-IPO stage of companies in the high-growth sectors and small and medium enterprises (SMEs) with high-growth potential prospects. NAV Capital plans to raise Rs 500 crore in the first round, which will be deployed over 18 months. Of the total corpus, the fund plans to allocate a minimum of 51% capital in unlisted companies and up to 49% in the listed space.

Building on this track record of success, NAV Bharat AIF opens up a long-awaited avenue for Indian resident investors to tap into the immense growth potential of the Indian market. This fund represents the next chapter in the legacy of excellence established by the NAV Capital Emerging Star Fund, which has consistently outperformed over the past three years. While the S&P BSE Small Cap has increased by 29.31%, while NAV ESF has shown growth of 57.88%. Since inception, NAV ESF has achieved an impressive 303.32% gain, significantly outperforming S&P BSE Small Cap’s 109.25%.

Elaborating on NAV Bharat Investment Opportunities Fund, Vineet Arora, Managing Director, NAV Capital, said, “We have been getting a lot of requests from many Indian residents for a way to invest with us and to be a part of the Make in India journey with us. With the launch of the NAV Bharat Investment Opportunities Fund, we are here where we belong. While this is our first offering to resident Indians, we are committed to India, and more will follow. We aim to tap small and medium Indian businesses with high growth potential, focusing primarily on pre-IPO opportunities and strategic growth capital.

The fund will be sector-agnostic, focusing on companies in banking and financial services, consumer goods and retail, chemicals and materials, technology and innovation, and infrastructure & logistics. With India aiming to become the third largest economy in the world with an estimated GDP of $8.4 trillion by 2030, we see immense potential, informs Vineet Arora

This fund represents the next chapter in the legacy of excellence established by the NAV Capital Emerging Star Fund, which has consistently outperformed over the past three years.

Adds Vineet Arora: “Building on our-performance, NAV Bharat AIF opens up a long-awaited avenue for Indian resident investors to tap into the immense growth potential of the Indian market. Moreover, India’s GDP growth is expected to grow from $3.7 trillion in 2023 to $8.4 trillion by 2030, making it the third-largest economy globally.

The NAV Bharat Investment Opportunities Fund will focus on pre-IPO investments in high-growth companies, especially focusing on ‘Make in India’ ​ The fund will deploy a diversified investment approach, balancing unlisted and listed market opportunities, and prioritise sectors like banking, consumer goods, technology, and infrastructure.