Holani Venture Capital Fund Achieves Record NAV of ₹157.62 per Unit

Ashok Holani

Three points you will get to know in this article:

  • Holani Fund achieves record ₹157.62 NAV with sustainable strategies.
  • Strategic asset allocation drives exceptional growth in diverse sectors.
  • Focus on SMEs and ESG ensures long-term investor success.

A Milestone in Investment Excellence

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Jaipur, December 13, 2024: Holani Venture Capital Fund (HVCF), a Category I Alternative Investment Fund (AIF), has announced a record Net Asset Value (NAV) of ₹157.62 per unit as of November 30, 2024. This achievement underscores the Fund’s robust investment strategies and steadfast commitment to delivering sustainable, long-term growth for its investors.

Since its inception with an initial corpus of ₹300 crore and an optional extension of ₹100 crore, HVCF has strategically focused on investing in Small and Medium Enterprises (SMEs). Through anchor investments, early-stage funding in unlisted companies, and active participation in IPOs, the Fund has established a balanced portfolio, adeptly navigating the evolving Indian market.

Outperforming Market Benchmarks

HVCF began operations in July 2024, during which the market benchmark Nifty 50 experienced a modest gain of 2.22% by December 2024. In comparison, HVCF’s strategic focus yielded superior results, with its diversified investments outpacing benchmarks like Nifty Midcap 100 (4.28%) and Nifty Smallcap 100 (4.83%) over the same period.

Key Drivers of Growth

1. Transparent Communication and Investor-Centric Approach

HVCF emphasizes transparency and active engagement with stakeholders, building trust and confidence among its investors. This approach not only strengthens investor relations but also amplifies the perceived value of the Fund.

2. Strategic Asset Allocation

Nearly 52% of the Fund’s portfolio was allocated to the thriving Heating, Ventilation, and Air-Conditioning (HVAC) sector, capitalizing on its rapid growth driven by urbanization and the rising demand for energy-efficient solutions.

3. Sectoral Diversification

The Fund’s portfolio spans key sectors, including renewable energy, technology, manufacturing, and logistics, reflecting its commitment to sustainable development and innovation.

4. Timely Decision-Making

Meticulous market analysis and strategic positioning enabled HVCF to navigate fluctuations effectively, ensuring maximum returns during investment windows.

Sustainability and Future Outlook

As a forward-looking Fund, HVCF is committed to staying ahead of emerging market trends while maintaining a focus on Environmental, Social, and Governance (ESG) principles. Future strategies include:

  • Expanding investments in high-growth markets.
  • Leveraging technology to enhance decision-making and optimize performance.
  • Driving sustainable and innovation-led growth.

Ashok Holani, Founder of HVCF, highlighted the significance of this milestone:

The strong NAV performance is a testament to our commitment to growth, innovation, and value creation. We remain confident that our proven strategies and experienced team will continue to deliver exceptional outcomes for our investors.

A Vision for Sustainable Growth

HVCF’s remarkable performance demonstrates its ability to align with market trends and investor expectations while maintaining a focus on long-term sustainability. As SMEs in India continue to thrive, HVCF remains well-positioned to capitalize on emerging opportunities and drive economic growth.

This document contains forward-looking statements subject to risks and uncertainties, including market conditions, regulatory changes, and unforeseen factors. Holani Venture Capital Fund disclaims responsibility for actions based on this information and will not update statements to reflect future developments.

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