Latest news with #SIFs
Time of India
22-05-2025
- Business
- Time of India
Edelweiss Asset Management launches new brand identity ‘altiva SIF'
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. Play Video Pause Skip Backward Skip Forward Unmute Current Time 0:00 / Duration 0:00 Loaded : 0% 0:00 Stream Type LIVE Seek to live, currently behind live LIVE Remaining Time - 0:00 1x Playback Rate Chapters Chapters Descriptions descriptions off , selected Captions captions settings , opens captions settings dialog captions off , selected Audio Track default , selected Picture-in-Picture Fullscreen This is a modal window. Beginning of dialog window. Escape will cancel and close the window. Text Color White Black Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Text Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Opaque Semi-Transparent Transparent Caption Area Background Color Black White Red Green Blue Yellow Magenta Cyan Opacity Transparent Semi-Transparent Opaque Font Size 50% 75% 100% 125% 150% 175% 200% 300% 400% Text Edge Style None Raised Depressed Uniform Drop shadow Font Family Proportional Sans-Serif Monospace Sans-Serif Proportional Serif Monospace Serif Casual Script Small Caps Reset restore all settings to the default values Done Close Modal Dialog End of dialog window. Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like She is Revealing Her Secret Strategy in Commodity Trading TradeWise Learn More Undo '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. Live Events 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.
Economic Times
22-05-2025
- Business
- Economic Times
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 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 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 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)
Time of India
07-05-2025
- Business
- Time of India
What are Specialised Investment Funds and how will they impact investors?
An SIF is a new investment product introduced by the regulator. Over the years a gap was felt between mutual funds and portfolio management schemes (PMS). While PMS products are flexible, their ticket size is high. Mutual funds enjoy lower flexibility and cater to investors looking to put in as little as Rs 100 with no upper limit. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Markets regulator Sebi has received the first two applications for a specialised investment fund (SIF) from fund houses and is likely to approve them in 10 days, paving the way for the launch of these new schemes for SIF is a new investment product introduced by the regulator. Over the years a gap was felt between mutual funds and portfolio management schemes (PMS). While PMS products are flexible, their ticket size is high. Mutual funds enjoy lower flexibility and cater to investors looking to put in as little as Rs 100 with no upper bridge this gap, the Sebi (Mutual Funds) Regulations, 1996 has been amended to introduce the broad regulatory framework for this new product. The final operational guidelines for these products are expected soon. Fund houses have started preparing and hiring staffers for launch of this product and getting their backend minimum amount to be invested in a SIF will be `10 lakh per investor. The fund house can offer a systematic investment plan (SIP) and systematic withdrawal plan (SWP) but it must comply with the minimum threshold amount. The SIF can be open-ended, close-ended, or interval-based. In comparison PMS requires `50 lakh, while an alternative investment fund (AIF) has a minimum ticket size of `1 crore. The redemption process may include a notice period of up to 15 working days, allowing fund managers to manage liquidity effectively. In comparison a mutual fund can be redeemed in 2-3 working regulator has outlined two routes to establish an SIF. As per the first rule, a fund house must be in operations for a minimum of 3 years with an average assets under management (AUM) of Rs 10,000 crore in the preceding three years. The alternate route is that the fund house must appoint a chief investment officer (CIO) with at least 10 years of experience managing an average AUM of Rs 5,000 crore or more. The fund house must also have an additional fund manager and must have at least three years of experience managing assets under management of Rs 500 regulator allows SIFs to offer three categories of investment strategies: the first is ' equity-oriented strategies ' such as equity long-short funds, equity ex-top 100 longshort funds and sector rotation funds. The second is 'debt-oriented strategies' where fund houses can offer debt long-short funds and sectoral debt funds. In the third hybrid category, the fund house can offer active asset allocator long-short funds and hybrid long-short funds. The current framework allows only one strategy per category per SIF
Time of India
04-05-2025
- Business
- Time of India
Why SIF launch can be UPI moment for mutual fund industry
Two young fish are swimming when an older fish swims by and asks, 'How's the water?' They respond, 'What is water?' We've been in these waters—the markets—for so long that we instinctively associate returns with markets going up. For us, the equivalent of "What is water?" is a falling market—something we rarely consider as a source of returns. The investing world is full of experts with bullish or bearish views on every asset class. But have you ever wondered if one could have a hare(ish) view? Hares are agile, alert, and often cautious—or shall we say, circumspect. In contrast, most mutual fund products are built around a long-term view. As a result, mutual fund investors are usually forced to think only in terms of being bullish or less bullish, with no viable way to express or benefit from a bearish view. Fund managers face the same limitation. They may adjust portfolio weights—going overweight or underweight based on their views—but they can't actively bet against the market to benefit from it. Enter Specialised Investment Funds (SIFs). These newly introduced vehicles offer a groundbreaking opportunity for both fund managers and investors to express and potentially benefit from bearish or market-neutral views. Until now, mutual fund strategies were like cars with only forward gears—some higher, some lower—but no reverse. SIFs have just added that much-needed reverse gear. With SEBI's recent approval, SIFs can now go long or short, depending on the market view. Live Events This is a watershed moment for the mutual fund industry, which until now has offered only bull-tilted products—those that favor rising markets. SIFs also have the potential to attract PMS and AIF investors due to lower ticket sizes and mutual fund-style taxation. They could help consolidate flows that currently leak into unorganised or unregulated 'advisory' channels. The product structure is similar to mutual funds, with a cumulative entry threshold of Rs 10 lakh per investor across SIFs from the same asset manager. With the mutual fund industry currently managing around Rs 68 lakh crore (as per industry sources), nearly all of which is tilted long, SIFs—with their ability to be long, short, or even neutral—could catalyze significant expansion. This might just be the UPI moment for mutual funds. SIFs also enable the creation of products that are aggressive in either direction or even market-neutral. Debt funds, for instance, could increase duration or even run negative duration in a rising rate environment. This allows investors to hedge or profit in adverse cycles. Further, these funds could offer multiple investment windows—daily, monthly, or at fixed intervals—opening up access to higher-yielding or slightly illiquid opportunities, especially when the product tenure increases. The flexibility in strategy and payoff combinations is vast. One of the biggest advantages of SIFs is their tax treatment—identical to mutual funds. Gains are taxed based on the holding period (short-term or long-term), while underlying portfolio churn does not trigger taxation for the investor. It wouldn't be an exaggeration to say the sky is the limit for SIFs. The current framework could just be the beginning. The original consultation paper included some exciting proposals—like inverse ETFs—hinting at a far more dynamic future. For now, the car has a reverse gear. The road ahead is open. Keep SIFing! (The author Anand Vardarajan is Chief Business Office, Tata Asset Management. Views are own)
Economic Times
04-05-2025
- Business
- Economic Times
Why SIF launch can be UPI moment for mutual fund industry
Enter Specialised Investment Funds (SIFs). Live Events (You can now subscribe to our (You can now subscribe to our ETMarkets WhatsApp channel Two young fish are swimming when an older fish swims by and asks, 'How's the water?' They respond, 'What is water?'We've been in these waters—the markets—for so long that we instinctively associate returns with markets going up. For us, the equivalent of "What is water?" is a falling market—something we rarely consider as a source of investing world is full of experts with bullish or bearish views on every asset class. But have you ever wondered if one could have a hare(ish) view? Hares are agile, alert, and often cautious—or shall we say, circumspect. In contrast, most mutual fund products are built around a long-term view. As a result, mutual fund investors are usually forced to think only in terms of being bullish or less bullish, with no viable way to express or benefit from a bearish managers face the same limitation. They may adjust portfolio weights—going overweight or underweight based on their views—but they can't actively bet against the market to benefit from newly introduced vehicles offer a groundbreaking opportunity for both fund managers and investors to express and potentially benefit from bearish or market-neutral views. Until now, mutual fund strategies were like cars with only forward gears—some higher, some lower—but no reverse. SIFs have just added that much-needed reverse gear. With SEBI's recent approval, SIFs can now go long or short, depending on the market is a watershed moment for the mutual fund industry, which until now has offered only bull-tilted products—those that favor rising also have the potential to attract PMS and AIF investors due to lower ticket sizes and mutual fund-style taxation. They could help consolidate flows that currently leak into unorganised or unregulated 'advisory' channels. The product structure is similar to mutual funds, with a cumulative entry threshold of Rs 10 lakh per investor across SIFs from the same asset the mutual fund industry currently managing around Rs 68 lakh crore (as per industry sources), nearly all of which is tilted long, SIFs—with their ability to be long, short, or even neutral—could catalyze significant expansion. This might just be the UPI moment for mutual also enable the creation of products that are aggressive in either direction or even market-neutral. Debt funds, for instance, could increase duration or even run negative duration in a rising rate environment. This allows investors to hedge or profit in adverse these funds could offer multiple investment windows—daily, monthly, or at fixed intervals—opening up access to higher-yielding or slightly illiquid opportunities, especially when the product tenure increases. The flexibility in strategy and payoff combinations is of the biggest advantages of SIFs is their tax treatment—identical to mutual funds. Gains are taxed based on the holding period (short-term or long-term), while underlying portfolio churn does not trigger taxation for the wouldn't be an exaggeration to say the sky is the limit for SIFs. The current framework could just be the beginning. The original consultation paper included some exciting proposals—like inverse ETFs—hinting at a far more dynamic now, the car has a reverse gear. The road ahead is SIFing!
