About Company
StepTrade Share Services Private Limited
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 ₹350 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.
Steptrade India Fund
Fund Snapshot
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Fund Overview
The StepTrade India Fund, a CAT III Restricted Non-Retail Scheme AIF, operates under the IFSCA FM Regulations and is registered with the GIFT International Financial Services Centre.
The fund combines the benefits of a Category III AIF with the global outreach of a Category I FPI license, offering unparalleled access to India’s most promising growth sectors.
Investment Strategy
The Fund plans to invest at least 40% of its investable funds as an anchor investor in Indian SME AND MICROCAP IPOs and up to 60% as a QIB in Indian SME and Microcap IPOs and listed Micro-Cap companies with a total market capitalization of up to Rs 1000 crore. The Investment Manager will identify these investments based on market opportunities.
Anchor Investments
The fund intends to allocate up to 40% of its capital as Anchor Investments in SME and Microcap Initial Public Offerings (IPOs). This strategic position provides early-stage support to promising SME and Microcap entering the public market.
Qualified Institutional Buyers (QIB)
The fund aims to invest up to 60% of its investable funds as a Qualified Institutional Buyer (QIB) in listed SME and Microcap companies.
- SME AND MICROCAP IPOs: A portion of the fund will be dedicated to participating as a QIB in SME and Microcap IPOs, offering growth-stage SME and Microcap access to institutional capital and support.
- Listed SME and Microcap Companies: Investments will be made in listed SME and Microcap Companies, especially those with market capitalizations up to INR 1,000 crore. These investments target companies with growth potential and established market presence.
Objectives of the fund:
- Provide Retail investors access to booming SME and Microcap market
- Diversified portfolio with Anchor and QIB investments.
- Offer a flexible and open-ended investment option to investors.
Your Portfolio Deserves More Than Luck
Luck fades. Strategy lasts. At AltPort, your portfolio is built on repeatable, data-backed processes that guide decisions year after year. We don’t rely on guesses; we rely on frameworks. If you want consistent progress instead of unpredictable swings, you’re in the right hands.
