Funds and Performance · Tavasya

Returns generated through
resolution.

Three schemes, one discipline: acquire below intrinsic value, return capital quickly, and align economics with investors. Performance below is shown net of the relevant caveats.


Fund facts

Registration and structure

Name Lorem Special Situations Fund
Category Category Lorem AIF
SEBI Registration IN/AIF0/00-00/00000
Fund Manager Lorem Ipsum Capital Managers LLP
Contact hello@tavasya.example
Registered Office 000, Placeholder Marg, Lorem Nagar, New Delhi 110000

The schemes

Reputation backed by performance.

Scheme I

Tavasya SSP

About to close

The Fund's inaugural scheme was constructed for patient, high-conviction value. In August 2024, Tavasya acquired a portfolio of distressed investments in liquidation under the IBC, an opportunity the Fund had studied for eighteen months prior to bidding.

RVPI
2.75x
Expected total multiple
6.5x
First redemption
Dec 2025
  • Full cash visibility for a substantial redemption is expected during 2026, with residual distributions projected across 2027 to 2029.

Historical and expected performance for Scheme I. Forward-looking figures represent targets and do not constitute assurances.

Scheme II

Tavasya Mudrikaran Scheme II

Fund realised

Scheme II represents the Tavasya approach realised within a short cycle. In February 2025, the Fund subscribed to the security receipts representing approximately ₹1,800 crore of underlying debt exposure, acquired from an asset reconstruction company whose security receipts had reached end-of-life, a circumstance that produced a motivated seller and a price materially below intrinsic value.

IRR
52.40%
Exit multiple
1.46x
Full cycle
15 months
  • Approximately 41% of capital returned within the first six months.
  • Cumulative 80% returned within seven months.
  • Full and final exit concluded within 15 months.

Realised performance. Past performance is not indicative of future results.

Scheme III

Tavasya Mudrikaran Scheme III

Raising

Scheme III applies the expertise developed over the two schemes at scale, across a diversified, proprietary pipeline rather than a single concentrated position.

Target fund size
₹500 Cr
Sponsor commitment
In excess of 6x regulatory minimum
First close
2026
Subscribed
80% of target
  • Substantial repeat participation by all existing Scheme I and Scheme II investors.
  • High asset cover. Returns independent of capital-markets performance. Pass-through taxation.

The foregoing does not constitute an offer or solicitation. Any investment is subject to the terms of the Private Placement Memorandum and to applicable SEBI regulations.


Regulatory disclaimer

The information on this page does not constitute an offer or solicitation. Any investment is subject to the terms of the Private Placement Memorandum and to applicable SEBI regulations. Past performance is not indicative of future results, and forward-looking figures represent targets that do not constitute assurances.


Request the memo

Where the market sees distress,
we see the next position.