Our fund

Lakshya AIF — one portfolio, run with conviction.

We run a single fund. One written process, one concentrated portfolio of Indian businesses we understand deeply — applied the same way in every mood of the market.

Objective

Long-term compounding through a concentrated portfolio of 15–20 quality Indian businesses.

Lakshya AIF is built for investors who want their India equity exposure managed as an owner would — not as an index-hugger, and not as a rotating collection of themes.

We look for businesses with durable economics, honest management and a runway long enough to matter. When we find one at a price we can defend, we size it meaningfully. When we can't, we wait.

That is the entire fund — a small, well-understood book, held patiently, reported honestly.

Fund at a glance

The essentials, in one place.

Full commercial and risk terms are set out in the Private Placement Memorandum, shared with qualifying investors on request.

Structure
Category III Alternative Investment Fund (AIF)
Style
Long-only, flexi-cap Indian equities
Portfolio
Concentrated — 15–20 businesses
Benchmark
BSE 500 TRI
Target holding period
3–5+ years
Minimum commitment
₹1 Crore (as per SEBI AIF norms)
Liquidity
As per fund documents
Fees
Detailed in the Private Placement Memorandum (PPM)

Terms above are indicative and subject to the definitive fund documents. Investments in AIFs are subject to market risk.

Is this fund for you?

Lakshya AIF is deliberately not for everyone.

We would rather have fewer, well-aligned investors than a large book of mismatched expectations.

01

Long-horizon investors

You measure outcomes in years, not quarters, and want your capital compounded — not traded.

Principle
02

Concentration-comfortable

You understand that owning 15–20 businesses with conviction can look different from an index in any given year.

Principle
03

Process over prediction

You value a written, repeatable investment process more than a compelling story about the next quarter.

Principle
04

Transparency-first

You want to see the same portfolio, reasoning and risks the manager sees — in plain language.

Principle

A note on performance

We do not publish return figures on this website. Performance, risk statistics and the full factsheet for Lakshya AIF are shared privately with qualifying investors, alongside the SEBI-mandated disclosure documents.

Past performance is not indicative of future results. Please read all scheme-related documents carefully before investing.

Take the next step

See if Lakshya AIF is the right fit.

Book a 30-minute call. We will walk you through the portfolio, the process and the paperwork — in plain language, with no pressure.

Statutory disclaimer. Investments in securities market are subject to market risks. Read all related documents carefully before investing. Past performance is not indicative of future returns. PMS products are not offered to persons resident outside India except as permitted. Please refer to the Disclosure Document before making any investment decision.