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Revolution Fund 1

StepTrade Share Services Private Limited

About Company

StepTrade Capital, based in Ahmedabad, India, is an investment manager that focuses on small and micro businesses. Kresha Gupta, the youngest female fund manager in India, started the company. It manages over Γ’β€šΒΉ350 crore in assets using SEBI-registered Alternative Investment Funds and Portfolio Management Services.

The company is well-known in the SME IPO market, often serving as an anchor investor using a research-based approach. Their main fund, the Chanakya Opportunities Fund, is the first AIF in India that is totally focused on small company stocks. StepTrade's goal is to achieve strong growth by investing in solid, creative small businesses.
 

Category: AIF Category III β€’

STEPTRADE REVOLUTION FUND – SERIES I

Fund Snapshot

Fund type Open Ended Category III AIF
Investment Manager StepTrade Share Services Private Limited
Fund Manager Ms. Kresha Gupta
Minimum Investment INR 1 Cr
Inception Date 04th Mar 2024
Fund Tenure The Fund is open-ended with no definite tenure and shall terminate in accordance
with the terms of the Fund Documents
Commitment Period Not Applicable
od Not Applicable Upto 2%
Additional Return 20% for class A1, A2,A3 (No catch up)
Hurdle Rate 12% pre-tax, post expenses on CAGR basis
Fund Expenses At actuals, capped at 25 bps p.a.

 

Fund Overview

Objectives & Fund Terms

Investing in undervalued SME/Microcap stocks to create long-term value for investors and entrepreneurs with a
strong focus on exit and risk management.

1. SELECTION OF SME/Microcap LEADERS

2. ACCESS TO QUALITY IPOs

3. RISK MANAGEMENT

As of 13th June 2025

NAV^ – 124.8461

CAGR –  19.03%

Portfolio Investments by Type

Cash and cash Equivalent

Listed Investments

Anchor & QIB Investments

Unlisted Investments

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Fund Manager

Kresha Gupta

Kresha Gupta

Kresha Gupta is an investment professional who specializes in SME and microcap strategies, emphasizing disciplined research, risk management, and scalable growth opportunities. She is the Director and Fund Manager at Steptrade Capital, an investment management firm that operates in all three SEBI-registered AIF categories and holds an FPI license. Kresha, a Chartered Accountant who qualified at the age of 20, brings extensive financial knowledge and over seven years of experience in the capital markets. She oversees Steptrade Capital's SME and microcap investment initiatives, including the Chanakya Opportunities Fundβ€”India's first SME-focused AIFβ€”and the Steptrade Revolution Funds I and II. Her investment strategy is based on rigorous bottom-up research, promoter assessment, and identifying innovation-driven businesses with long-term value creation potential. Kresha's accomplishments demonstrate her enthusiasm for learning, adaptability, and unwavering commitment to promoting business growth in India. By constantly evolving her strategies and staying ahead of market trends, she remains committed to maximising value for her investors and shaping the future of investments. Her market insights and perspectives have been covered by CNBC Awaaz, Moneycontrol, the Economic Times, Business World, and the Financial Times. She is still making an impact on India's investment landscape today by using a data-driven, innovation-oriented, and institutionally aligned fund management approach.

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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.

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