Niveshaay Hedgehogs Fund - Category III

Why Niveshaay Hedgehogs Fund?

Niveshaay Hedgehogs Fund is built on a decade of equity investing expertise. Our strategy prioritizes entrepreneurial leadership over professional management, leveraging on-ground insights to identify and seize new, untapped opportunities. Specializing in both listed and unlisted securities, including pre-IPO fundraising, we aim to unlock significant business and entrepreneurial potential.

Business Focus

Our investment thesis is anchored in a deep understanding of the business model, entire value chain and Identification of Proxies

Entrepreneur’s Vision

We prioritize entrepreneurial leadership, focusing on execution capabilities and key attributes like ethics, capital allocation, resilience, and the entrepreneur's journey

Scuttlebutt Approach

Leveraging our network of entrepreneurs and investors, we prioritize firsthand insights and on-the-ground research to identify companies poised for sustainable growth

Better Portfolio Construction

A strategic mix between listed and unlisted securities allowing to capitalize across different segments of the market

Pre - IPO Deals & Unlisted Deals

Early access to high-growth opportunities before they are accessible to the broader public market

Anchor / Preferential Investments

AIF as a vehicle qualify for QIBs and participation in preferential issue

Better Execution & Greater Flexibility

Centralized fund pricing will reduce the price impact ensuring all investors benefit equally

Unconventional & Emerging Industry Trends

Our team excels to identify and capitalize on dynamic opportunities that are undiscovered or overlooked

Key Facts

Infrastructure Integration and Scalability: Integrating smart meters with existing, often outdated, infrastructure and ensuring they are scalable and compatible with various technologies.
Cost Management and Grid Stability: Balancing the costs of deployment, maintenance, and upgrades while maintaining grid reliability, especially in areas with frequent power fluctuations.
Data Protection: Safeguarding consumer data from unauthorized access and cyber threats.
Consumer Education: Educating consumers about the benefits and addressing concerns related to smart meter installations.

Niveshaay Hedgehogs Fund
Tenure	Open-ended scheme (infinite)
Minimum Capital Commitment	INR 1 crore
Investment Horizon	Long-Term
Investment in Listed Securities	Upto 100% of the Fund
Investment in Un-Listed Securities	Upto 40% of the Fund

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FAQs

What is Alternative Investment Fund ?

Alternative Investment Fund (AIF) means any fund established or incorporated in India which is a privately pooled investment vehicle which ,collects funds from investors, whether Indian or foreign, for whether Indian or foreign, for investing it in accordance with a defined investment policy.

Who are the Eligible Investors ?

In an AIF (Alternative Investment Fund), investment is open to all.

What is the Lock In Period ?

Since Category III scheme is open-ended, there is no lock-in period. However, investors might incur an Exit Load if they redeem their investments within a specified timeframe as outlined in the agreement.

How taxation for AIF works ?

For Category I and II AIFs, taxation is applied at the investor level, whereas for Category III AIFs, taxation is applied at the fund level.

How can an investor view the transactions and NAV in their account ?

The Fund's asset allocation, return attribution, top holdings, and liquidity information will be provided on a monthly basis, along with a detailed report at the end of each quarter. Additionally, the NAV for unitholders will be calculated at the end of every month.

What are Unlisted Investments ?

Unlisted investments refer to equity stakes in companies that are not traded on public stock exchanges. In the past, we have invested in Waaree Energies Ltd., Sambhv Sponge Power Pvt. Ltd., Kimbal Technologies Pvt. Ltd., Vikram Solar Ltd., Indo-Farm Equipments Ltd., Magicrete Building Solutions Pvt. Ltd., Jupiter International Ltd., and XYXX Apparels Pvt. Ltd.

Alternative Investment Fund
Name of AIF	Niveshaay Hedgehogs Fund	Niveshaay Sambhav Fund
Category of AIF	Category III	Category II
SEBI Registration	IN/AIF3/24-25/1571	IN/AIF2/24-25/1607
Fund Manager	Arvind Kothari	Arvind Kothari