Edelweiss Asset Management launches new brand identity ‘altiva SIF'
Live Events
Edelweiss Asset Management announces the launch of altiva SIF, a new brand identity for its Specialized Investment Funds (SIFs) business. altiva SIF will offer differentiated investment solutions across equity, hybrid and fixed income categories, catering to evolving investor needs.The fund house is amongst the first few to foray into Specialized Investment Funds (SIFs) with the launch of altiva SIF By Edelweiss Mutual Fund This reinforces Edelweiss AMC's commitment to innovation and unique product offerings and is backed by a seasoned investment expert across fundamental, factor-based, & fixed income, according to a press release.'Through the launch of 'altiva SIF', Edelweiss AMC marks its early strategic entry into the promising and fast-evolving Specialized Investment Funds (SIFs) space. We believe SIFs represent the next evolution in investment solutions — a powerful bridge between traditional mutual funds and PMS/AIFs, offering the agility and innovation needed to serve tomorrow's investors,' said Radhika Gupta , MD & CEO, Edelweiss Mutual Fund.'As investor expectations grow more sophisticated, SIFs have the potential to redefine how portfolios are constructed and managed. At Edelweiss, we've spent years building deep, differentiated capabilities — and we're excited to leverage them to shape this emerging category with purpose-built solutions that truly make a difference,' she added.She further explained the meaning of altiva, inspired by altitude, embodies the resolve to rise above, the vision to see beyond, and the discipline to move with intent. Inspired by the spirit of Edelweiss—the rare alpine flower known for thriving where few can— altiva represents the pinnacle of investment.Investments in Specialized Investment Funds involve relatively higher risk including potential loss of capital, liquidity risk and market volatility.(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Mint
a day ago
- Mint
The temperament trap: Why your personality might be your portfolio's biggest enemy
I recently discovered a curious thing during a conversation with a software engineer friend. He's spent hours analysing quarterly results, studying balance sheets, and calculating intrinsic values before selecting what he considered the perfect stock. Six months later, after a 15% decline, he sold everything in a panic. Meanwhile, his wife, who describes herself as 'hopeless with numbers", had quietly accumulated units in an equity mutual fund through a systematic investment plan (SIP). Her return? Significantly better than his, with far less stress. This isn't an isolated incident, and it's not about stocks vs mutual funds. It's a pattern I've observed repeatedly over two decades of writing about investments. The most analytically gifted individuals often struggle with investing, not because they lack intelligence, but because their very strengths become their greatest weaknesses when markets turn volatile. Also Read: Ask yourself these questions to avoid emotional investing Consider the typical traits we associate with successful professionals. Doctors are trained to make quick decisions under pressure. Corporate executives thrive on immediate feedback and rapid course corrections. Engineers solve problems through systematic analysis and optimisation. These are admirable qualities in their respective fields, but they can become a problem when applied to equity markets. The doctor's instinct to act swiftly when something goes wrong translates into panic selling during market downturns. The executive's need for constant feedback leads to obsessive portfolio monitoring and frequent trading. The engineer's desire to optimise every variable results in endless tweaking of asset allocation and stock selection, often at precisely the wrong moments. But here's what's particularly fascinating: some personality types that society doesn't typically celebrate often make remarkably successful investors. The chronic procrastinator who takes months to make any financial decision might miss some opportunities, but they also avoid most disasters. The absent-minded type who forgets to check their portfolio for years at a time often discovers they've accidentally become quite wealthy. Manage instincts This raises an uncomfortable question: If temperament matters more than intelligence in investing, how do we work with our natural inclinations rather than against them? The first step is honest self-assessment. Are you someone who checks share prices multiple times daily? That's a warning sign. Do you feel compelled to act on every piece of market news? Another red flag. Do you constantly second-guess your investment decisions? You're probably overthinking. Also Read: Inside Edelweiss MF CEO Radhika Gupta's plan to build over ₹10-crore—and how she's investing to get there The solution isn't to change your personality—that's neither possible nor necessary. Instead, build systems that compensate for your temperamental weaknesses while leveraging your strengths. If you're naturally impatient, automate your investments through SIPs. This removes the daily decision-making that fuels your impatience, while ensuring consistent wealth building. If you're a perfectionist who struggles with uncertainty, focus on index funds rather than individual stocks. You'll never pick the perfect stock, but you don't need to. If you're prone to panic during volatility, limit how often you check your portfolio. Some investors I know have given their login credentials to a trusted family member with instructions not to return them during market downturns. Others have set up automatic investments but deliberately chosen platforms with poor mobile apps to reduce the temptation of constant monitoring. The naturally cautious can utilise their risk aversion as a strength by focusing on quality companies with strong balance sheets and predictable business models. Their reluctance to take excessive risks, whilst potentially limiting spectacular gains, also protects them from spectacular losses. Those blessed with analytical minds should channel their abilities into understanding businesses rather than predicting short-term price movements. Study annual reports, understand competitive advantages, and assess management quality. But once you've made your investment decision, resist the urge to revisit and optimise constantly. Your analytical nature makes you prone to finding new data that contradicts your original thesis. Most of the time, this new information is noise rather than a signal. Set specific intervals—perhaps quarterly or annually—for reviewing your investments, and avoid tinkering between these scheduled assessments. The gregarious types who love discussing investments face a different challenge. Every conversation about markets becomes an opportunity for doubt and second-guessing. Consider limiting investment discussions to once a quarter, or confining them to a small circle of like-minded, long-term investors. Remember that most market chatter is designed to create urgency and prompt action, neither of which serves the patient investor well. For those who are naturally competitive, the stock market can become a dangerous playground. The urge to beat the market, outsmart other investors, or prove one's superior stock-picking ability can lead to excessive trading and unnecessary risk. Channel this competitive spirit instead towards beating your past self—focus on improving your savings rate, reducing unnecessary expenses, or lengthening your investment time horizon. Also Read: GenAI for investing: Smart money moves or risky bets? The detail-oriented personality faces the trap of analysis paralysis. While thoroughness is generally beneficial, waiting for perfect information before investing means never investing at all. Markets are forward-looking and inherently uncertain. Accept that you'll never have complete information, and focus on making decisions with adequate rather than perfect data. Build systems Perhaps most importantly, recognise that successful investing requires embracing paradoxes that go against many professional instincts. Sometimes the best action is inaction. Often, boring is better than exciting. Frequently, simple beats sophisticated. The very qualities that make you successful in your career—quick decision-making, constant optimisation, competitive drive—may work against you in the investment arena. The market rewards patience over intelligence, consistency over brilliance, and emotional stability over analytical prowess. This doesn't mean analysis is worthless—it means analysis without the right temperament is often counterproductive. The most sophisticated spreadsheet in the world won't help if you panic and sell at the first sign of trouble. Your personality isn't your destiny as an investor, but it is your starting point. Work with your nature, not against it. Build systems that make good behaviour automatic and bad behaviour difficult. Remember, the goal isn't to become a different person; it's to become a better investor whilst remaining yourself. The most successful investors aren't those who've conquered their personalities, but those who've learned to dance with them. Dhirendra Kumar is the founder and chief executive of Value Research, an independent investment research firm.
Time of India
3 days ago
- Time of India
Edelweiss Mutual Fund crosses Rs 1.50 lakh crore AUM: Radhika Gupta shares Rs 150 coin
Edelweiss Mutual Fund has crossed Rs 1.50 lakh crore of AUM , the CEO Radhika Gupta posted on social media, observing that milestones aren't the end, they are the moments that reassure, energize and inspire. Rs 1.5 lakh crore of AUM reflects the strength of our foundation and confidence in our future, the fund house said. Thank you 🙏 — Radhika Gupta (@iRadhikaGupta) May 27, 2025 Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » In another post the CEO shared a video showing a Rs 150 coin which she feels privileged one to have. Also Read | An underrated solution, finding its due: Radhika Gupta reacts on tax-efficient options beyond equities Live Events She posted on social media X that, 'Celebrating our 150 with a mega 150! 150,000 crores of AUM for @EdelweissMF , a young financial institution celebrated with 150 years for @bseindia , an iconic financial institution. This coin - legal tender of 150 rupees - is one I am privileged to have. Iconic and for the ages.' Edelweiss Mutual Fund has achieved Rs 1.50 lakh crore AUM coinciding with the BSE 's 150-year legacy. Celebrating our 150 with a mega 150! 150,000 crores of AUM for @EdelweissMF , a young financial institution celebrated with 150 years for @bseindia , an iconic financial institution. This coin - legal tender of 150 rupees - is one I am privileged to have. Iconic and for the… — Radhika Gupta (@iRadhikaGupta) May 27, 2025 Gupta in her earlier post said, 'An underrated solution finding it's due! For the last two years we have worked to provide a tax efficient fixed income alternative in Edelweiss Multi Asset Allocation Fund using arbitrage in various asset classes. The track record of both returns over 1/2Y and risk (no negative months) speaks for itself.' With stock prices running high, cautious investors are staying away from the market but for wealthy investors looking for tax-friendly options outside of stocks, some new mutual fund strategies are proving to be attractive choices on which Radhika Gupta, CEO of Edelweiss Mutual Fund says that an underrated solution is finding its due. Also Read | Nifty up 13% from April's low. How should mutual fund investors alter their investment strategy? She posted a photo of a news article which was published in ET saying, 'Top tax-efficient MF strategies for risk-averse investors.' The news article was about categories such as arbitrage funds, income plus arbitrage FoFs, multi-asset allocation and precious metal funds (gold/silver) are gaining traction as these funds typically avoid direct equity exposure while offering better post-tax returns than traditional fixed income. The ET article mentioned that multi asset allocation funds that can invest in diverse asset classes if held for two years, the gains are taxed at the rate of 12.5% and if held for less than two years, the gains are added to the investors' income and are taxed as per slab rates. These funds are used by investors as debt allocation for tax efficiency and Edelweiss Multi Asset Allocation Fund was the top scheme with 9.27% return in a one year period.
Economic Times
3 days ago
- Economic Times
Edelweiss Mutual Fund crosses Rs 1.50 lakh crore AUM: Radhika Gupta shares Rs 150 coin
Edelweiss MF hits ₹1.5 lakh crore AUM, celebrates BSE 150, and promotes tax-efficient multi-asset strategies for conservative investors Edelweiss Mutual Fund has crossed Rs 1.50 lakh crore of AUM, the CEO Radhika Gupta posted on social media, observing that milestones aren't the end, they are the moments that reassure, energize and 1.5 lakh crore of AUM reflects the strength of our foundation and confidence in our future, the fund house said. Thank you 🙏 — Radhika Gupta (@iRadhikaGupta) May 27, 2025 In another post the CEO shared a video showing a Rs 150 coin which she feels privileged one to have. Also Read | An underrated solution, finding its due: Radhika Gupta reacts on tax-efficient options beyond equities She posted on social media X that, 'Celebrating our 150 with a mega 150! 150,000 crores of AUM for @EdelweissMF, a young financial institution celebrated with 150 years for @bseindia, an iconic financial institution. This coin - legal tender of 150 rupees - is one I am privileged to have. Iconic and for the ages.' Edelweiss Mutual Fund has achieved Rs 1.50 lakh crore AUM coinciding with the BSE's 150-year legacy. Celebrating our 150 with a mega 150! 150,000 crores of AUM for @EdelweissMF, a young financial institution celebrated with 150 years for @bseindia, an iconic financial institution. This coin - legal tender of 150 rupees - is one I am privileged to have. Iconic and for the… — Radhika Gupta (@iRadhikaGupta) May 27, 2025 Gupta in her earlier post said, 'An underrated solution finding it's due! For the last two years we have worked to provide a tax efficient fixed income alternative in Edelweiss Multi Asset Allocation Fund using arbitrage in various asset classes. The track record of both returns over 1/2Y and risk (no negative months) speaks for itself.'With stock prices running high, cautious investors are staying away from the market but for wealthy investors looking for tax-friendly options outside of stocks, some new mutual fund strategies are proving to be attractive choices on which Radhika Gupta, CEO of Edelweiss Mutual Fund says that an underrated solution is finding its due. Also Read | Nifty up 13% from April's low. How should mutual fund investors alter their investment strategy? She posted a photo of a news article which was published in ET saying, 'Top tax-efficient MF strategies for risk-averse investors.' The news article was about categories such as arbitrage funds, income plus arbitrage FoFs, multi-asset allocation and precious metal funds (gold/silver) are gaining traction as these funds typically avoid direct equity exposure while offering better post-tax returns than traditional fixed ET article mentioned that multi asset allocation funds that can invest in diverse asset classes if held for two years, the gains are taxed at the rate of 12.5% and if held for less than two years, the gains are added to the investors' income and are taxed as per slab rates. These funds are used by investors as debt allocation for tax efficiency and Edelweiss Multi Asset Allocation Fund was the top scheme with 9.27% return in a one year period. (Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)
