Steptrade India Fund

Fund Snapshot

Fund Overview

The StepTrade India Fund, a CAT III Restricted  Non-Retail Scheme AIF, operates under the IFSCA FM Regulations and is registered with the GIFT International Financial Services Centre.

The fund combines the benefits of a Category III AIF with the global outreach of a Category I FPI license, offering unparalleled access to India's most promising growth sectors.

Investment Strategy

The Fund plans to invest at least 40% of its investable funds as an anchor investor in Indian SME AND MICROCAP IPOs and up to 60% as a QIB in Indian SME and Microcap IPOs and listed Micro-Cap companies with a total market capitalization of up to Rs 1000 crore. The Investment Manager will identify these investments based on market opportunities.

Anchor Investments

The fund intends to allocate up to 40% of its capital as Anchor Investments in SME and Microcap Initial Public Offerings (IPOs). This strategic position provides early-stage support to promising SME and Microcap entering the public market.

Qualified Institutional Buyers (QIB)

The fund aims to invest up to 60% of its investable funds as a Qualified Institutional Buyer (QIB) in listed SME and Microcap companies.

• SME AND MICROCAP IPOs: A portion of the fund will be dedicated to participating as a QIB in SME and Microcap IPOs, offering growth-stage SME and Microcap access to institutional capital and support.
• Listed SME and Microcap Companies: Investments will be made in listed SME and Microcap Companies, especially those with market capitalizations up to INR 1,000 crore. These investments target companies with growth potential and established market presence.

Objectives of the fund:

• Provide Retail investors access to booming SME and Microcap market
• Diversified portfolio with Anchor and QIB investments.
• Offer a flexible and open-ended investment option to investors.

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