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Fund Snapshot
| Fund/Scheme Name | VentureX Fund I |
| Proposed Fund Size | ₹500 Crores |
| Green Shoe Size (Optional) | ₹500 Crores |
| Fund Tenure | 4 + 2 Years |
| First Closing of Fund | February 28, 2025 |
| Final Closing of Fund | 60 Months from the First Closing |
| Investor CommitmentPeriod / Drawdown Period | 10% of the commitment amount every quarter |
| Exit Mechanism | Distribution waterfall model – profits booked from portfolio companies are distributed to all contributors |
| Sponsor Capital Commitment | 2.5% of the corpus or ₹5 Cr, whichever is lower |
| Fund Investment Theme | SME-focused – Anchor investor in IPOs, Pre-IPO of SMEs, and listed SMEs from the exchange |
| Proposed Investment by Sponsor / Investment Style | Close-ended, long-only, Category 1 Alternative Investment Fund |
Investment Approach
What They Buy
VentureX constructs each investment thesis through deep research using its LMVT framework. The team targets businesses with strong fundamentals, scalable models, and a clear path to long-term value creation. This approach ensures that every portfolio company aligns with the fund’s philosophy of sustainable earnings-driven growth.
When They Buy
VentureX believes timing is crucial. The fund typically invests at the pre-IPO or IPO stage, placing capital at the inflection point of a company’s growth journey. By entering early, VentureX aims to maximise upside potential as these businesses scale and mature in the public market.
When They Exit
Exit decisions at VentureX are guided by clear and rational principles. The fund exits positions where growth expectations are not met, valuations become excessive, or governance concerns emerge. This disciplined exit strategy helps protect investor capital while reinforcing long-term portfolio resilience.
Why SMEs?
- SMEs contribute 30% to India’s GDP
- Enabled by policies like Section 43B(h) and ECLGS
- Supported by “Make in India,” PLI, and other schemes
- Positioned to benefit from India’s $7 trillion GDP goal by 2030
- SMEs offer superior CAGR and alpha generation over benchmarks like Nifty 50
Fund Overview
VentureX Fund I is a close-ended, long-only Category I Alternative Investment Fund (AIF). Focused exclusively on India’s high-growth SME sector, the fund invests primarily in pre-IPO, anchor, and listed SMEs, aiming to capture early-stage business growth and sectoral tailwinds. The fund follows a diversified allocation strategy, investing 0.5%–2% per company across approximately 100 businesses. Backed by a robust in-house research team and a proprietary LMVT framework (Leadership, Moat, Valuation, Tailwinds), VentureX applies forensic diligence to ensure capital protection and alpha generation. With a 12% hurdle rate, performance-based carry, and an average holding period designed to align with SME migration to mainboard listings, VentureX Fund I offers a curated path to participate in India’s next wave of entrepreneurial wealth creation.
