India’s Rs 50,000 crore Self Reliant India (SRI) Fund put Rs 16,000 crore into 750 MSMEs. Its original mandate was to finance traditional businesses ignored by VCs, but 70% of its investments went to tech startups. This directly undercuts the fund’s goal of supporting manufacturing units and service businesses starved for capital.
The SRI Fund launched in 2020, designed to channel venture-style capital towards MSMEs that banks struggled to finance. Its 2026-27 Union Budget allocation included a Rs 2,000 crore top-up, nearly four times the previous year’s contribution.
With the government's hands tied, the SRI Fund will likely continue its tech-heavy investment trend. The true test of its original mandate will come with discussions around its next budget allocation and any potential policy revisions.
🇮🇳 Why This Matters for India
For founders of traditional manufacturing units and service businesses in Tier-2 cities like Ludhiana or Nagpur, the SRI Fund's tech bias means continued struggle for patient growth capital.
The Take
The losers here are the genuine, traditional MSMEs across India who need growth capital and are still getting overlooked. The SRI Fund's mandate simply adopted the flawed logic that all growth capital must chase tech-like returns, ensuring it became another source for already-vetted startups.
Source:  The Ken ↗