About Company
CCV Emerging Opportunities Fund
Fund Snapshot
|
Minimum Capital Contribution |
1 Cr. |
|
Hurdle Rate |
10% |
|
Management Fee |
2% |
|
Performance Fee |
20% |
|
Tenure |
Indefinite |
|
Category |
Cat III AIF |
Fund Overview
They position the CCV Emerging Opportunities Fund as a forward-looking, SEBI-registered Category III AIF focused on capturing high-growth opportunities across India’s evolving sectors. They emphasise disciplined portfolio construction, rigorous research, and active engagement with investee companies to drive superior risk-adjusted returns. Their approach blends performance ambition with strict regulatory compliance, ensuring transparency and sustainability. By targeting emerging themes within the Indian economy, they aim to consistently outperform while maintaining a balanced, thoughtfully managed structure designed for long-term wealth creation.
Core Principles
They prioritize capital preservation, strategic growth, and steady performance through rigorous due diligence, disciplined risk management, and clear alignment with investor objectives.
Experienced Team
They leverage a team with deep, cycle-tested market experience, enabling them to manage complex portfolios and navigate shifting market conditions with confidence.
Risk Management
They employ stringent risk-management practices designed to safeguard capital while selectively pursuing fundamentally strong opportunities within the SME ecosystem.
Strategic Focus On High-Growth Sectors
They invest in high-growth and emerging sectors such as technology, EVs, renewable energy, healthcare and defense. They maintain a strong focus on industries that lead innovation, ensuring they remain ahead of structural market shifts. They aim to provide investors with access to the next wave of market leaders by staying aligned with scalable, future-ready opportunities.
Alignment Of Interest
They ensure their interests remain fully aligned with those of their investors, reinforcing a shared commitment to long-term success. They follow a performance-driven fee structure that rewards outcomes rather than assumptions, ensuring they grow only when their investors grow.
INVESTOR BENEFITS
- Tax Efficiency: They offer the advantages of a tax-efficient Category III AIF structure, helping investors optimize post-tax returns.
- Exclusive Access: They provide entry into high-potential unlisted opportunities, including pre-IPO and anchor investments typically reserved for institutional participants.
- Liquidity Options: They offer flexible liquidity solutions tailored to investor requirements, ensuring seamless alignment with long-term financial objectives.
ONBOARDING PROCESS
- Hassle-Free Digital Onboarding: Clients across India can be onboarded quickly with minimal or no physical documentation.
- Multi-Channel Onboarding: Clients are onboarded both directly and through a wide Pan-India network of distributors.
INVESTMENT PROCESS
Pre-Investment Analysis
Conduct rigorous due diligence on potential opportunities, evaluating financial strength, scalability, competitive position, and long-term viability. Each idea is assessed for alignment with investor objectives before moving forward.
Investment Execution
Deploy capital into carefully selected securities with a disciplined, research-backed approach. Allocation decisions are driven by deep market insights, valuation frameworks, and data-led conviction.
Ongoing Monitoring
Track portfolio performance continuously, refining strategies based on evolving market trends. Risk is actively managed while opportunities for enhanced returns are identified and acted upon proactively.
THE 7 Ps: OUR HARD SELECTION CRITERIA — SIMPLIFIED
Popularity
Sector popularity, industry outlook, long-term growth prospects, and whether the space is sunrise or sunset help establish early conviction.
Product
Quality of the product or service, uniqueness, market fit, demonstrated traction, and overall capability of the offering form the foundation of evaluation.
People
Promoter pedigree, track record, business vision, and long-term intent are deeply assessed, as the team remains one of the strongest conviction drivers.
Practical
A practical assessment of the fundraiser, factoring in valuation, financial history, projections, and relevant qualitative elements, ensures grounded decision-making.
Purpose
A clear understanding of the fundraising purpose ensures alignment between capital needs and value creation potential.
Plan
The action plan for immediate deployment and long-term growth must be concrete, executable, and strategically robust.
NEXT 3 YEARS
Outlook for the SME Sector in India’s Capital Markets
Significant Growth Potential
The SME sector is positioned for accelerated expansion, supported by pro-business policies and consistently rising investor participation.
Government Initiatives
Programs such as Make in India, along with enhanced access to funding through platforms like NSE Emerge and BSE SME, are enabling SMEs to scale faster and compete stronger.
Digital Transformation
Growing adoption of digital tools is improving operational efficiency, widening market reach, and fueling continuous innovation across the SME landscape.
Rising Investor Interest
Both institutional and retail investors are increasingly viewing SMEs as high-growth opportunities, leading to stronger and more consistent capital inflows.
Export Growth & Localization
SMEs are benefiting from rising demand for localized products and services while playing a crucial role in strengthening India’s export footprint.
Challenges
Regulatory compliance requirements and market volatility remain notable hurdles, yet the medium- to long-term outlook continues to be highly optimistic.
Investing With Confidence, Not Confusion
The market landscape can get noisy, but your direction shouldn’t. AltPort brings clarity through structured processes and research-led insights. We help you move confidently regardless of volatility, ensuring your long-term goals stay in focus. If you want investing that feels stable, strategic, and under control, we’re ready to guide you.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Gurmeet Chadha
A respected name in Banking & Wealth Mgmt Universe, Gurmeet has a diverse experience of serving retail & corporate clients for over 20 years. He brings a decorated experience of working with industry leaders like HDFC Bank followed by multiple roles during his tenure at Reliance Mutual Fund. Before branching out the entrepreneur route, Gurmeet was Vice President – Investments at Citibank responsible for AUMS of 26,000 cr. Since 2015, Gurmeet has built a special spot for himself with his customers. He really thinks teamwork and different ideas are important at Complete Circle. He's got lots of experience working with both stores and big companies. Before starting his thing, Gurmeet was in charge of investments for Citibank in the North Zone. While he was there, the assets grew quite a bit. Before that, he was at Reliance Mutual Fund for seven years, doing different jobs, like being the Regional Head for the Mumbai area. Lots of people in banking and wealth management know and respect him. He often talks about personal finance and investing in places like the Economic Times, Mint, and channels like CNBC and Bloomberg.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
The CCV Emerging Opportunities Fund is a SEBI-registered Category III AIF focused on identifying high-growth opportunities across emerging sectors in India. The strategy emphasizes active portfolio management, disciplined research, and long-term capital appreciation.
The fund targets emerging and high-growth sectors such as technology, electric vehicles (EVs), renewable energy, healthcare, and defence. It aims to invest in businesses aligned with long-term structural growth trends.
The minimum capital contribution required to invest in the CCV Emerging Opportunities Fund is ₹1 crore.
The fund follows a structured investment process that includes detailed due diligence, ongoing portfolio monitoring, and disciplined risk management practices. Its “7 Ps” framework evaluates factors such as promoter quality, scalability, financial strength, and long-term business potential before investing.
Yes, the fund offers access to select pre-IPO, anchor, and unlisted investment opportunities that are generally less accessible to individual investors. The strategy is designed to identify scalable businesses before broader market participation increases.
Connect with our investment experts for personalized guidance, fund details, and support tailored to your financial needs.
Get In Touch
Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.