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Built for investors who think in decades.
SIGF is open to eligible investors: HNIs, family offices, corporates, institutions and NRIs (subject to applicable regulations).
Eligibility & key terms.
Who can invest
- HNIs (High Net-Worth Individuals)
- Family offices
- Corporates
- Institutional investors
- NRIs (subject to applicable regulations)
Key terms
- Minimum commitment: ₹1 Cr (per SEBI AIF Regulations)
- Horizon: medium to long term
- Regulation: SEBI-registered Category III AIF under the AIF Regulations, 2012
- Lock-in & liquidity: scheme-specific, per the PPM
Five steps from enquiry to onboarding.
Initial conversation
A call to understand objectives and confirm eligibility.
Eligibility & KYC
Documentation and regulatory checks.
PPM & documentation
Full terms, risks, fees and conditions through the Private Placement Memorandum.
Commitment & onboarding
Contribution agreement and capital commitment.
Reporting & partnership
Periodic NAV and portfolio reporting per regulatory norms and the PPM.
[Steps to be validated against Sumeru’s actual onboarding workflow.]
Reporting & Transparency
Investors receive periodic reporting and disclosures in line with SEBI requirements and fund-level practices. NAV disclosure frequency follows the scheme’s structure and applicable regulatory norms.
Frequently asked questions.
The Fund & Regulation
What is Sumeru India Growth Fund (SIGF)?
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.
Is SIGF regulated?
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 for AIFs in India.
What is a Category III AIF?
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.
Strategy & Portfolio
What is the investment strategy of the fund?
A long-only strategy following a disciplined, research-led process, identifying high-quality businesses at key value inflection points, with strong growth visibility and attractive risk-reward potential.
Which sectors does SIGF focus on?
SIGF is sector-agnostic and invests across industries where it identifies compelling opportunities.
What types of opportunities does the fund invest in?
Late-stage private companies, pre-IPO opportunities, selective anchor allocations and listed equity opportunities.
What makes SIGF different?
SIGF combines institutional research, disciplined capital allocation, governance-led investing and a focus on identifying businesses at critical value-unlocking inflection points.
Does the fund invest only in listed equities?
No. SIGF follows a flexible strategy across late-stage private, pre-IPO, anchor and listed equity opportunities, depending on risk-reward attractiveness.
How does SIGF identify investment opportunities?
Through a research-led process focused on business quality, promoter capability, valuation discipline, sector tailwinds and clear value-unlocking catalysts.
Risk & Suitability
Is this fund suitable for all investors?
SIGF is designed for sophisticated investors with a long-term investment horizon and the ability to understand the market risks associated with alternative investments.
How does SIGF manage risk?
Through a disciplined investment process focused on governance, prudent valuations, portfolio construction, liquidity awareness, risk monitoring and structured exit planning.
What is the investment horizon for SIGF?
SIGF is intended for investors with a medium to long-term investment horizon, aligned with the fund’s strategy and investment cycle.
What are the key risks in investing in AIFs?
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.
Investing & Eligibility
Who can invest in SIGF?
Eligible investors such as HNIs, family offices, corporates, NRIs (subject to applicable regulations) and institutional investors.
What is the minimum investment amount?
As per SEBI regulations, the minimum investment in an AIF is generally ₹1 crore per investor, subject to applicable exceptions.
Is there a lock-in period?
Lock-in, redemption and liquidity terms are scheme-specific and are governed by the fund’s Private Placement Memorandum (PPM).
Can NRIs invest in SIGF?
Eligible NRIs may invest in SIGF subject to applicable regulatory, KYC and fund-level requirements.
How can I invest in SIGF?
Interested investors can connect with our team through the Contact section to understand eligibility, documentation, onboarding and the investment process.
Reporting, Fees & Taxation
How often is portfolio performance reported?
Investors receive periodic reporting and disclosures in accordance with regulatory requirements and fund-level reporting practices.
How is NAV disclosed?
NAV disclosure frequency is governed by the structure of the scheme and applicable regulatory norms, with investors receiving updates through prescribed reporting channels.
How are fees and expenses disclosed?
All fees, expenses and applicable charges are disclosed in the Private Placement Memorandum (PPM) and fund documents.
How are investments taxed?
Taxation depends on the structure of the scheme and prevailing tax regulations. Investors are advised to consult their tax advisors for specific implications.