What is a ‘Foreign Institutional Investor’?, full_html

An entity established or incorporated outside India which proposes to make investment in India and which is registered as a FII in accordance with the Securities and Exchange Board of India (SEBI) (Foreign Institutional Investor) Regulations 1995. For more information, click here. , full_html

What are the limits of FII/FPIs Investment in securities in India?, full_html

Foreign Institutional Investor (FII) and Foreign Portfolio Investors (FPI) may in terms of Schedule 2 and 2A of FEMA (Transfer or Issue of Security by Persons Resident Outside India) Regulations, as the case may be, respectively, invest in the capital of an Indian company under the Portfolio Investment Scheme which limits the individual holding of an FII/FPI below 10% of the capital of the company and the aggregate limit for FII/FPI investment to 24% of the capital of the company. This aggregate limit of 24% can be increased to the sectoral cap/statutory ceiling, as applicable, by the Indian company concerned through a resolution by its Board of Directors followed by a special resolution to that effect by its General Body and subject to prior intimation to RBI. The aggregate FII/FPI investment, individually or in conjunction with other kinds of foreign investment, will not exceed sectoral/statutory cap. , full_html

Who is a Foreign Venture Capital Investor (FVCI)?, full_html

FVCI refers to an investor incorporated and established outside India, which is registered under the Securities and Exchange Board of India (Foreign Venture Capital Investor) Regulations, 2000 {SEBI (FVCI) Regulations} and proposes to make investments in accordance with FDI Regulations. For more information, click here. , full_html

What are investment vehicles?, full_html

Investment Vehicle is an entity registered and regulated under relevant regulations framed by SEBI or any other authority designated for the purpose. For the purpose of Schedule 8 of FEMA 20(R), an Investment Vehicle is a Real Estate Investment Trust (REIT) governed by the SEBI (REITs) Regulations, 2014, an Infrastructure Investment Trust (InvIt) governed by the SEBI (InvIts) Regulations, 2014 and an Alternative Investment Fund (AIF) governed by the SEBI (AIFs) Regulations, 2012. It does not include a Venture Capital Fund registered under the erstwhile SEBI (Venture Capital Funds) Regulations, 1996. For more information, click here. , full_html

What is an Angel Investor?, full_html

"Angel investor" means any person who proposes to invest in an angel fund and satisfies one of the following conditions, namely, Net tangible assets of at least INR 2 cr excluding value of his principal residence, and who: has early stage investment experience, or has experience as a serial entrepreneur, or is a senior management professional with at least ten years of experience A body corporate with a net worth of at least INR 10 cr, or An AIF/ VCF registered under these regulations. For more information, click here. , full_html

What is the meaning of Angel Fund?, full_html

"Angel fund” is a subcategory of Venture Capital Fund under Category I Alternative Investment Fund that raises funds from angel investors and invests in accordance with the provisions of AIF Regulations. , full_html

What is Fund of Funds?, full_html

Fund of Funds, in general parlance as gathered from publicly available sources is an investment strategy of holding a portfolio of other investment funds rather than investing directly in stocks, bonds or other securities. In the context of AIFs, a Fund of Fund is an AIF which invest in another AIF. Please refer to link for more information. , full_html

What is 'debt fund'?, full_html

Debt fund is an Alternative Investment Fund (AIF) which invests primarily in debt or debt securities of listed or unlisted investee companies according to the stated objectives of the Fund. These funds are registered under Category II. In this regard, it is clarified that, since Alternative Investment Fund is a privately pooled investment vehicle, the amount contributed by the investors shall not be utilised for purpose of giving loans. Please refer to section 2(1)(i) of SEBI (Alternative Investment Funds) Regulations, 2012 at link for more information. , full_html

In which legal forms can an AIF be set up?, full_html

An AIF under the SEBI (Alternative Investment Funds) Regulations, 2012 can be established or incorporated in the form of a trust or a company or a limited liability partnership or a body corporate. Most of the AIFs registered with SEBI are in trust form. Please refer to section 2(1)(b) of SEBI (Alternative Investment Funds) Regulations, 2012 at link for more information. , full_html

What is the limit specified under AIF regulations for number of investors?, full_html

No scheme of an AIF (other than angel fund) shall have more than 1000 investors. (Please note that the provisions of the Companies Act, 1956 shall apply to the AIF if it is formed as a company). In case of an angel fund, no scheme shall have more than two hundred angel investors. However, an AIF cannot make invitation to the public at large to subscribe its units and can raise funds from the sophisticated investors only through private placement. Please refer to section 4(b), 10(f) and 19E(4) of SEBI (Alternative Investment Funds) Regulations, 2012 at the link for more information , full_html

Can Venture Capital Funds registered under the repealed SEBI (Venture Capital Funds) Regulations, 1996 seek re-registration under SEBI (AIF) Regulations?, full_html

Venture Capital Funds (VCFs) registered under the repealed SEBI (Venture Capital Funds) Regulations, 1996 ("VCF Regulations") may seek reregistration under SEBI (Alternative Investment Funds) Regulations, 2012 subject to approval of two-third of their investors by value of their investment. As against other applications for registration as Category I- VCFs who have to pay INR 5 lakhs as registration fees, VCFs registered under the VCF Regulations are required to pay INR 1 lakh only as re-registration fees. Please refer to section 3(2) and second schedule of SEBI (Alternative Investment Funds) Regulations, 2012 at link for more information. , full_html

What are Category I AIFs?, full_html

AIFs which invest in start-up or early stage ventures or social ventures or SMEs or infrastructure or other sectors or areas which the government or regulators consider as socially or economically desirable and shall include venture capital funds, SME Funds, social venture funds, infrastructure funds and such other Alternative Investment Funds as may be specified. Please refer to section 3(4)(a) of SEBI (Alternative Investment Funds) Regulations, 2012 at link for more information. , full_html

What are Category II AIFs?, full_html

AIFs which do not fall in Category I and III and which do not undertake leverage or borrowing other than to meet day-to-day operational requirements and as permitted in the SEBI (Alternative Investment Funds) Regulations, 2012. Various types of funds such as real estate funds, private equity funds (PE funds), funds for distressed assets, etc. are registered as Category II AIFs. Please refer to section 3(4)(b) of SEBI (Alternative Investment Funds) Regulations, 2012 at link for more information. , full_html

What are Category III AIFs?, full_html

AIFs which employ diverse or complex trading strategies and may employ leverage including through investment in listed or unlisted derivatives. Various types of funds such as hedge funds, PIPE Funds, etc. are registered as Category III AIFs. Please refer to section 3(4)(c) of SEBI (Alternative Investment Funds) Regulations, 2012 at link for more information. , full_html

Ausländische institutionelle Investitionen in Indien

Instantané

Indien erhielt zwischen 2014 und 2019 private Kapitalinvestitionen in Höhe von 147 Mrd. $. mit Zuflüssen von 48 Mrd. $ im Jahr 2019 im Vergleich zu institutionellen Investitionen in Höhe von 888 Mrd. $ weltweit.

Auf Indien ausgerichtete Fonds konnten im Vergleich zu anderen Märkten in Asien mit 14,4% höhere Renditen erzielen. In den letzten fünf Jahren haben Schlüsselsektoren wie Infrastruktur, E-Commerce und Finanzdienstleistungen die höchsten Investitionen von institutionellen Investoren angezogen.

$ 214 Bn
Institutionelle Investitionen seit 2000
1,053
Angebote im Jahr 2019
50.000+
Startups in Indien
660+
Aktive Fonds in Indien

Aktuelle Investitionen

May 29, 2023
ADB, India sign $141.12 mn loan for industrial corridor development in Andhra Pradesh.
May 28, 2023
CCI approves proposed merger of Credit Suisse Group AG with UBS Group AG.
Mar 28, 2023
CCI approves acquisition of shareholding of JM Baxi Ports and Logistics Limited by HL Terminal Holding B.V.
Mar 28, 2023
CCI approves acquisition of share capital of NSPIRA Management Services Private Limited .
Mar 15, 2023
CCI approves acquisition of METRO Cash and Carry India Private Limited by Reliance Retail Ventures Limited.
Mar 15, 2023
CCI approves acquisition of 100% of equity share capital of L&T Infrastructure Development Projects Limited and Kudgi Transmission Limited, by Epic Concesiones Private Limited and Infrastructure Yield Plus II, respectively.
Mar 15, 2023
CCI approves acquisition of sole control of Meritor by Cummins.
Feb 23, 2023
CCI approves acquisition of 100% of issued and outstanding share capital and sole control of VGP Holdings LLC by Gateway Velocity Holding Corp.
Feb 17, 2023
CCI approves proposed acquisition by Dalmia Cement (Bharat) Limited of target assets from Jaiprakash Associates Limited and its associate.
Feb 15, 2023
CCI approves acquisition of certain equity share capital of LT Foods Limited by SALIC International Investment Corporation.
Feb 14, 2023
CCI approves consolidation of HPM Business of LANXESS AG and DEM Business of Koninkiljke DSM N.V. under Zehnte LXS GmbH, a JV HoldCo of Platin 2170 GmbH & LANXESS.
Feb 14, 2023
CCI approves acquisitions of commercial real estate assets by Nexus Select Trust.
Feb 14, 2023
CCI approves combination involving acquisition of up to 100% shareholding in R Systems International Limited by BCP Asia II Topco II Pte. Ltd.
Feb 14, 2023
CCI approves proposed acquisition of upto 25% shareholding in HPPL by National Investment and Infrastructure Fund and proposed merger of HIPL into HPPL.
Feb 14, 2023
CCI approves acquisition of 20% equity share capital of Keimed Private Limited by Ms. Shobana Kamineni through Prime Time Logistics Technologies Private Limited.
Feb 10, 2023
CCI approves acquisition of Huntsman International’s textile effects business by Archroma Operations S.à.r.l.
Feb 10, 2023
CCI approves acquisition of 100% equity and preference shares of Lanco Anpara Power Limited by Megha Engineering and Infrastructures Limited.
Nov 22, 2022
FPIs invested a net sum of INR 30,385 crore in equities during November 1-18, 2022.
Nov 07, 2022
Reliance Industries is set to acquire German retailer METRO AG's Cash & Carry business in India in a deal estimated at around 500 mn euros.
Nov 07, 2022
JM Financial PE leads Rs 95 cr investment in Silveredge Tech.
Jul 25, 2022
L&T to sell 8 roads, transmission project to Edelweiss fund for Rs 7000 crore.
Jul 22, 2022
India Inc signs over 1,100 deals worth over $ 104 billion in first half of 2022. Read More
Jul 01, 2020
Zehn prominente Investoren, darunter ADIA, TPG, PIF, KKR und Mubadala, investierten 15 Mrd. $ in Reliance Jio. Weiterlesen
Jun 06, 2020
Die Emami Group verkauft das Solargeschäft an das kanadische Unternehmen Brookfield. Weiterlesen
Apr 29, 2020
KKR erweitert sein Portfolio in Indien und erwirbt fünf Solaranlagen. Weiterlesen
Mar 23, 2020
CureFit sammelt Mittel aus der von Temasek geführten Runde. Weiterlesen
Feb 11, 2020
Die Qatar Investment Authority übernimmt Adani Electric. Weiterlesen
Feb 06, 2020
CDPQ und Piramal Asset Management Pvt. Ltd hat eine private Kreditfinanzierungsplattform im Wert von 300 Mio. $ auf den Markt gebracht. Weiterlesen
Dec 25, 2019
GIC investiert in IRB Infrastructure Trust und erhält erste Tranche. Weiterlesen
Dec 16, 2019
Die Vermögenswerte des Reliance Jio Tower wurden an das kanadische Brookfield verkauft. Weiterlesen
Dec 05, 2019
GIC, CPPIB, australische Superinvestition in NIIF. Weiterlesen
Nov 25, 2019
Paytm sammelt Mittel aus der von T Rowe Price geführten Runde. Weiterlesen
Nov 21, 2019
Cube Highways gewinnt das dritte TOT-Bundle von NHAI. Weiterlesen
Oct 17, 2019
PremjiInvest, Warburg Pincus-SBI Allgemeine Versicherung. Weiterlesen

Industrieszenario

Der PE-Deal-Wert ist weiter gestiegen, während die Anzahl der Deals seit 2015 gestiegen ist.

Der Transaktionswert hat sich von 17,6 Mrd. $ verdoppelt, verteilt auf eine ungefähr ähnliche Anzahl von Deals, die eine wachsende Reife im Deal-Ökosystem darstellen.

In den letzten Jahren wurden einige der Top-Deals aufgrund der geduldigen Kapitalmöglichkeiten auf dem Markt mit einer günstigen Rendite durch staatliche Mittel verankert. Da Staats- und Pensionsfonds wie GIC, die Abu Dhabi Investment Authority (ADIA) und das Canada Pension Plan Investment Board (CPPIB) Milliarden von Dollar für Investitionen in Indien bereitstellen, wird erwartet, dass die Mittel im Jahr 2020 steigen werden. Brookfield wurde 2019 zum größten privaten Investor in Indien.

Wachstumsbeschleuniger

Infrastrukturinvestitionen von 1,4 Billionen US-Dollar zwischen 2019 und 2025
21% dieser Investition durch den privaten Sektor; 100% Steuerbefreiung für Anlagen von Staatsfonds und Pensionsfonds
Neue Investitionsmodelle für eine stärkere private Beteiligung
REITs und InvITs in Indien eingeführt; Strategisches Desinvestitionsziel von 27,6 Mrd. $ im Geschäftsjahr 21
Drittgrößtes Startup-Ökosystem weltweit
Inländisches Ökosystem im Wert von über 90 Mrd. $; 31 indische Einhörner und wächst
Einfaches regulatorisches Umfeld
Das institutionelle Anlagelimit entspricht der Anlageschwelle für ausländische Direktinvestitionen
SaaS saw steady momentum
With an expansive funding base in 2021: $4 billion+ in investments—as the India SaaS landscape demonstrated increasing maturity, including increasing depth of assets with proven revenue growth

Branchentrend

ANMERKUNGEN-

Der Infrastruktursektor machte ein Drittel des gesamten in Indien investierten privaten Kapitals aus, gefolgt von Finanzdienstleistungen.
Die Fläche in der Baumkarte ist proportional zu den Geschäftsbeträgen
Wenn Sie mit der Maus über das Gebiet schweben, wird auf der Baumkarte die Nr. von Deals und wichtigen Highlights / Transaktionen.
Alle Zahlen sind in Mrd. $ angegeben
Andere umfassen Sektoren wie Bildung, Lebensmittel, Unterhaltung, Telekommunikation, Logistik und Einzelhandel und Verbraucher

Open
*Validated OnMay 29, 2023

Verfahrensrichtlinien für Proxy-Berater

Verfahrensrichtlinien für Proxy-Berater neben dem Verhalten…
Open
*Validated OnMay 29, 2023

Art und Mechanismus der Bereitstellung einer…

Hier werden die Richtlinien in Bezug auf Bedingungen, Art u…
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*Validated OnMay 29, 2023

Art und Mechanismus der Bereitstellung einer…

Hier werden die Richtlinien in Bezug auf Bedingungen, Art u…
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*Validated OnMay 29, 2023

Richtlinien für die Emission und Notierung von…

Änderungen zur Mitteilung der Bewertung von MLDs werden von…
Open
*Validated OnMay 29, 2023

Das Insolvenz- und Insolvenzgesetz (Änderung), 2020

Das Parlament verabschiedet Änderungen des indischen Insolv…
Open
*Validated OnMay 29, 2023

Insolvenz- und Insolvenzordnung (Änderung), 2020

Änderungen des IBC-Codes aufgrund der anhaltenden COVID-9-P…
Open
*Validated OnMay 29, 2023

Operativer Rahmen für Transaktionen mit ausgefallenen…

Der operative Rahmen für Transaktionen mit ausgefallenen Sc…
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*Validated OnMay 29, 2023

Securities and Exchange Board of India (Wesentlicher Erwerb…

Änderung der Bestimmungen des Securities and Exchange Board…
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Securities and Exchange Board of India (Erteilung von…

Änderungen der Bestimmungen des Securities and Exchange Boa…
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Durchführung eines Treffens der Anteilinhaber von InvITs…

InvITs / REITs können über VC oder OAVM Versammlungen von A…
Open
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Das Insolvenz- und Insolvenzgesetz, 2016 (geändert)

Ein Gesetz zur zeitlich begrenzten Konsolidierung und Änder…
Open
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Vorschriften für SEBI Real Estate Investment Trusts (REITs…

Rahmen, Regeln und Regulierung der REITs
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*Validated OnMay 29, 2023

Verordnung über SEBI Infrastructure Investment Trusts (…

Rahmen, Regeln und Vorschriften von InvITs
Open
*Validated OnMay 29, 2023

SEBI Alternative Investment Funds Regulations, 2012

Richtlinien für die Einrichtung und den Betrieb alternative…
Open
*Validated OnMay 29, 2023

RBI-Rundschreiben über Auslandsinvestitionen in Indien

Im Rahmen der FEMA implementierte Regeln und Vorschriften z…
Open
*Validated OnMay 29, 2023

Monetarisierung der operativen nationalen Autobahnen

Die indische National Highways Authority (NHAI) monetisiert…

Branchenhighlights

12
Autobahnenbündel
100%
Steuerfreiheit
14,4%
Durchschnittlicher IRR (Indien)

Bis 2024 sollen 12 Lose Autobahnbündel mit einer Länge von über 6.000 km monetarisiert werden
Staatsfonds erhalten eine 100% ige Steuerbefreiung für ihre Zins-, Dividenden- und Kapitalgewinneinnahmen für Investitionen, die vor 2024 in Infrastruktur und andere notifizierte Sektoren getätigt wurden
Ein Teil des LIC soll durch einen Börsengang privatisiert werden
Etablierte Fonds in Asien und Indien hatten einen durchschnittlichen IRR von 11,9% bzw. 14,4%. Dies ist ein guter Maßstab für Anleger
Desinvestition von BPCL und Concor - Grundsteinlegung für ein strategisches Verkaufsprogramm
Investitionsmodi - FDI, FVCI, FPI, REITs, INvits, AIFs

Großinvestoren

Team der Financial Investors Initiative

Die Financial Investors Initiative ist ein Team mit dem Ziel, eine stärkere Kapitalallokation durch Kommanditisten nach Indien und einen verstärkten Einsatz durch General Partner zu ermöglichen. Das Team arbeitet mit Investoren zusammen, um Investitionsmöglichkeiten zu identifizieren, politische Interessenvertretung zu übernehmen und die Lösung von Problemen in verschiedenen Investitionsphasen zu erleichtern.

Wichtige Initiativen des FII-Teams zur Förderung institutioneller Investitionen