SMF is a disruption fund and invests in companies making and using new age materials such as composites, disrupting traditional ones such as metals, and forestry goods. Technical advances are making it possible to make items from baby diapers to aircraft engine parts with innovative materials. Human aspiration for being stronger, lighter, faster, and environment friendly is driving these product advances. SMF is new to India vs. China 4.5x larger vs. USA 11x larger, and is expected to grow manifold in India. The fund aims to profit by investing in these growth companies.