At Evergreen Capital Management LLP, our flagship vehicle, Evergreen Optima Diversified Fund I, is a SEBI-registered Category II Alternative Investment Fund (AIF) focused on fueling the next phase of growth for high-potential mid-sized Indian enterprises.
We go beyond just providing capital, offering strategic mentorship, robust governance frameworks, and sector insights that enable businesses to scale sustainably, ethically, and profitably.
| Particular | Description |
|---|---|
| Year of Inception | July 2025 |
| Fund Type | Close Ended Category II AIF |
| Fund Size | ₹200 Crore (₹100 Crore base corpus plus Green Shoe option up to ₹100 Crore) |
| Minimum Investment | ₹1 Crore (as per SEBI guidelines) |
| Fund Tenure | 5 years from First Close (extendable under SEBI regulations) |
| Investment Horizon | Long Term Long Only |
| Investment | Predominantly unlisted stocks |
| SEBI Registration No. | IN/AIF2/25-26/1847 |
An Alternative Investment Fund represents a SEBI-regulated private capital pooling mechanism that gathers resources from qualified investors to deploy capital according to predetermined investment strategies. AIFs focus on unlisted enterprises, private equity opportunities, debt instruments, and alternative asset classes outside conventional mutual fund structures.
Category II AIFs concentrate on unlisted enterprise investments, private equity stakes, and debt instrument portfolios. These funds maintain conservative leverage approaches while emphasizing medium to long-term value enhancement through strategic portfolio oversight.
AIFs operate under three distinct classifications:
Category I: Venture capital initiatives, startup funding, infrastructure projects, SME support funds
Category II: Private equity investments, debt financing funds, real estate opportunities, distressed asset recovery
Category III: Hedge fund operations utilizing sophisticated trading methodologies and leverage mechanisms
AIFs cater to sophisticated investor segments, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), family investment offices, and institutional participants who comprehend alternative investment complexities.
SEBI Registration No. IN/AIF2/25-26/1847
Evergreen stands dedicated to discovering tomorrow's market leaders by partnering with growing enterprises ready for transformation.
Investment in Securities Market are subject to market risks. Read all related documents carefully before investing.
Registration granted by SEBI and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. The securities quoted are for illustration only and are not recommendatory
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