Common questions, answered.
What investors, family offices, and advisors ask most often about Sumeru India Growth Fund and Category III AIFs. For specifics not covered here, the team is one message away.
About the Fund
SIGF is a Category III Alternative Investment Fund focused on generating superior risk-adjusted returns through investments in late-stage private, pre-IPO, selective anchor, and listed equity opportunities.
SIGF follows a long-only strategy that is disciplined and research-led. The focus is on identifying high-quality businesses at key value inflection points with strong growth visibility and attractive risk-reward potential.
SIGF is sector-agnostic and invests across industries where it identifies compelling opportunities.
Yes. SIGF is a SEBI-registered Category III Alternative Investment Fund, governed under the SEBI (Alternative Investment Funds) Regulations, 2012, which regulate fund structure, investor eligibility, disclosures, investment activities, and compliance standards applicable to AIFs in India.
SIGF combines institutional research, disciplined capital allocation, governance-led investing, and a focus on identifying businesses at critical value-unlocking inflection points.
Category III AIFs are alternative investment funds that use diverse investment strategies across listed and unlisted opportunities with the objective of generating superior risk-adjusted returns.
Who Can Invest
SIGF is intended for eligible investors such as HNIs, family offices, corporates, NRIs (subject to applicable regulations), and institutional investors.
As per SEBI regulations, the minimum investment in an AIF is generally ₹1 crore per investor, subject to applicable exceptions.
SIGF is designed for sophisticated investors with a long-term investment horizon and the ability to understand market risks associated with alternative investments.
Eligible NRIs may invest in SIGF subject to applicable regulatory, KYC, and fund-level requirements.
Investment Approach
SIGF invests across late-stage private companies, pre-IPO opportunities, selective anchor allocations, and listed equity opportunities.
The fund follows a disciplined investment process focused on governance, prudent valuations, portfolio construction, liquidity awareness, risk monitoring, and structured exit planning.
No. SIGF follows a flexible strategy across late-stage private, pre-IPO, anchor, and listed equity opportunities, depending on risk-reward attractiveness.
SIGF is intended for investors with a medium to long-term investment horizon, aligned with the fund's strategy and investment cycle.
The fund uses a research-led investment process focused on business quality, promoter capability, valuation discipline, sector tailwinds, and clear value-unlocking catalysts.
Returns, Risks & Reporting
Lock-in, redemption, and liquidity terms are scheme-specific and are governed by the fund's Private Placement Memorandum (PPM).
Investors receive periodic reporting and disclosures in accordance with regulatory requirements and fund-level reporting practices.
Like all market-linked investments, AIFs are subject to market risk, liquidity risk, business risk, and strategy-specific investment risks. Investors should review all disclosures carefully.
Fees, Taxes & Onboarding
All fees, expenses, and applicable charges are disclosed in the Private Placement Memorandum (PPM) and fund documents.
Taxation depends on the structure of the scheme and prevailing tax regulations. Investors are advised to consult their tax advisors for specific implications.
Interested investors can connect with our team through the Contact section on the homepage to understand eligibility, documentation, onboarding, and the investment process.
Still have questions?
For specifics not covered here, including a copy of the Private Placement Memorandum, our team is one message away.