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The Venture Codex

Overview

Investment management firm offering mutual funds and advisory services.

Founded

1987

Deals · 12mo

11

Stage focus

—

Geographic focus

India
United States

Sector focus

Financial Services

Investment portfolio

14rounds
NAMEDATESIZE
Jio Platforms Limited
Oct 2026Participated
$854 MOther Equity
Zetwerk
Oct 2026Participated
$236 MOther Equity
Paras Healthcare
Oct 2026Participated
$68 MOther Equity
Elevate Campuses
Sep 2026Participated
$99 MOther Equity
Shiprocket
Aug 2026Participated
$76 MOther Equity
Fractal
Feb 2026Participated
$138 MOther Equity
Amagi Media Labs
Jan 2026Participated
$89 MOther Equity
Meesho
Dec 2025Led
$271 MOther Equity
Capillary Technologies
Nov 2025Participated
$4 MOther Equity
Quest Global Manufacturing
Nov 2025Participated
$16 MOther Equity
Groww
Nov 2025Participated
$336 MOther Equity
Lenskart
Oct 2025Participated
$37 MOther Equity
Jio Platforms Limited
Oct 2026Participated
$854 MOther Equity
Zetwerk
Oct 2026Participated
$236 MOther Equity
Paras Healthcare
Oct 2026Participated
$68 MOther Equity
Elevate Campuses
Sep 2026Participated
$99 MOther Equity
Shiprocket
Aug 2026Participated
$76 MOther Equity
Fractal
Feb 2026Participated
$138 MOther Equity
Amagi Media Labs
Jan 2026Participated
$89 MOther Equity
Meesho
Dec 2025Led
$271 MOther Equity
Capillary Technologies
Nov 2025Participated
$4 MOther Equity
Quest Global Manufacturing
Nov 2025Participated
$16 MOther Equity
Groww
Nov 2025Participated
$336 MOther Equity
Lenskart
Oct 2025Participated
$37 MOther Equity
14
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Insights

Time horizon

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Deal Distribution

SBI Mutual Fund: 14 funding rounds are recorded in the selected participation categories.All available history.
SBI Mutual Fund: 14 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity113

Monthly Deal Activity

SBI Mutual Fund: 14 deals are recorded across 15 months.All available history.
SBI Mutual Fund: 14 deals are recorded across 15 months. All available history
MonthDeals
Aug '251
Sep '251
Oct '251
Nov '253
Dec '251
Jan '261
Feb '261
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '261
Sep '261
Oct '263

Sector Breakdown

SBI Mutual Fund: E-Commerce & Retail is the largest displayed sector by deal count (6 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

SBI Mutual Fund: E-Commerce & Retail is the largest displayed sector by deal count (6 deals). All available history
SectorDeals
E-Commerce & Retail6
Consumer & Lifestyle5
Networks, Cloud & Communication5
Enterprise Software3
Data, Analytics & IT3
AI & Machine Learning3
Real Estate & Construction2
Space & Frontier Tech2
Transportation & Logistics2
Marketing & Advertising2
Manufacturing2
Professional Services2
Education & Workforce1
Hardware & Robotics1
Fintech1
Media & Entertainment1
Health & Life Sciences1

Deal Size Distribution

SBI Mutual Fund: 14 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

SBI Mutual Fund: 14 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M1
$5M-$10M0
$10M-$25M1
$25M-$50M1
$50M-$100M5
$100M-$250M3
$250M-$500M2
$500M-$1B1
$1B+0

Deals By Geography

SBI Mutual Fund: India has the largest recorded deal count among the displayed regions (12 deals).All available history.

Top 2 of 2 regions; European countries are grouped as Europe.

SBI Mutual Fund: India has the largest recorded deal count among the displayed regions (12 deals). All available history
RegionDeals
India12
United States2
SBI Mutual Fund: 20 co-investors are shown, with HDFC Asset Management sharing 8 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Investment Strategy

SBI Mutual Fund: Led accounts for 7% and participating for 93% of round participation.All available history.
SBI Mutual Fund: Led accounts for 7% and participating for 93% of round participation. All available history
CategoryDeals (count)Share (%)
Led17%
Participating1393%
SBI Mutual Fund: Single-lead accounts for 0% and co-led for 100% of lead dynamics.All available history.
SBI Mutual Fund: Single-lead accounts for 0% and co-led for 100% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead00%
Co-led1100%

Team

Bhavesh Lakhani

Chief Technology Officer

CN Ram

Independent Director

Nand Kishore

MD & CEO

Navneet Munot

Chief Investment Officer

Vinay Tonse

MD & CEO