- The World of Altiva
- SIF Solution
- SIF vs other investment avenues
- Our Investment Edge
- Team behind SIF
- Media
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- Faqs
AltivaWhere wealth meets vision
The world of altiva
Altiva by Edelweiss Mutual Fund is designed for investors who seek focus, not noise, and long-term conviction over short-term moves. It combines deep research, forward-thinking strategy, and institutional discipline to curate investment opportunities aligned with elevated financial goals. Crafted for those who strive for excellence, it embodies clarity of purpose, strategic insight, and a commitment to sustained performance.
Our SIF Solutions
Fund PositioningSMID-capA flexicap approach to invest across mid and small cap stocks
SMID Universe101–750By Market Cap Rank
Portfolio Stocks35–45^Concentrated portfolio to drive alpha
SMID Allocation90–100%Flexi SMID allocation
Others*0–10%Return enhancer, Risk management & capital efficiency
SIF vs other investment avenues
| SIF (Specialized Investment Fund) | Mutual Fund (MF) | Portfolio Management Services (PMS) | Alternative Investment Fund (AIF) | |
|---|---|---|---|---|
| Target Investors | Affluent investors seeking advanced yet tax-efficient strategies | First-time to long-term investors | HNIs desiring personalized portfolio management | Ultra-HNIs & institutions exploring non-traditional assets |
| Minimum Investment | ₹10 lakh | ₹100 (SIP & Lumpsum) | ₹50 lakh | ₹1 crore |
| Structure | Hybrid between MF & PMS/AIF; retains MF-like taxation | Pooled, SEBI-regulated investment vehicle | Separately managed, direct stock ownership | Pooled, privately placed schemes |
| Strategies | Flexible: Long-short, dynamic asset allocation, etc. | Equity, debt, hybrid, index-based | Customizable: thematic, concentrated, sectoral | Private equity, venture capital, hedge, real estate, special situations |
| Taxation | Similar to Mutual Funds (depending on asset class) | Tax-efficient with indexation & capital gain benefits | Based on individual security treatment | Pass-through taxation depending on category |
| Liquidity | Moderate (depends on strategy) | High (open-ended) | Moderate (subject to exit load/notice period) | Low (typically closed-ended) |
| Suitability | Investors wanting flexibility with a tax-efficient wrapper | Beginners & long-term retail investors | HNIs seeking active and customized portfolio control | Sophisticated investors aiming for higher returns with higher risk appetite |
Our Investment Edge
Our investment philosophy is built on a disciplined and consistent approach, anchored in a clearly defined investment process and a robust risk management framework. We manage capital with care and integrity, striking the right balance between growth potential and prudence. Above all, our portfolios remain true to their stated investment style, ensuring consistency in performance, transparency in approach, and the creation of enduring value for our investors over the long term.
Process Driven. Style-Agnostic. Strong Governance.
Our investment approach is anchored in a process-driven framework designed to deliver consistent, long-term outcomes.
- Clear Guardrails: Each fund operates within defined investment guardrails, ensuring consistency across market cycles and continuity in investment approach.
- Style-Agnostic: We invest in strong businesses with long-term potential, without being confined to value or growth labels.
- Governance Oversight: Every investment is assessed for financial quality, governance standards, and ownership credibility.
- Consistent Outcomes: Focused on delivering steady, above-average returns over time, not chasing top ranks.
Distinct Investment Capabilities
Our investment team, with 215+ years of combined experience, is organized into three specialized teams to deliver focused expertise across asset classes:
- Fundamental Equity Team uses the FAIR framework to identify clean, robust businesses at reasonable valuations, without bias toward value or growth.
- Factor Investing Team seeks to generate ALPHA through structured, rules-based strategies, blending quality, growth, and agility in evolving factor sets.
- Fixed Income Team follows the CLEAR philosophy, prioritizing credit risk management, liquidity, and risk-reward optimization.
Our strong track record across Equity, Fixed Income and Hybrid Funds reflects the power of specialization, discipline, and a consistent investment process.
Team behind SIF
What Kind Of Returns Can You Expect From
A Specialized Investment Fund
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FAQs
A SIF is an investment strategy under the MF trust. A registered MF may establish SIF,
provided they meet the eligibility criteria under one of the following routes:
Route 1 - Sound track record
Mutual Fund has been in operation for a minimum period of 3 years and has an average asset
under management (‘AUM’) of not less than INR 10,000 crores, in immediately preceding 3
years.
Route 2 – Alternate route:
a. A Chief Investment Officer (‘CIO’) for the SIF with an experience of fund management of
at least 10 years and has managed an average AUM of not less than INR 5,000 crores,
and
b. An additional Fund Manager for the SIF with experience of fund management of at least 3
years and has managed an average AUM of not less than INR 500 crores.
The different subcategories under each category are as follows: Equity investment strategies include Equity Long-Short Fund, Equity Ex-Top 100 Long-Short Fund, Sector Rotation Long-Short Fund. Debt investment strategies include Debt Long-Short Fund & Sectoral Long-Short Fund. Hybrid investment strategies include Active Asset Allocator Long-Short Fund & Hybrid Long-Short Fund
(Eg: An investment strategy may permit daily subscriptions, while offering weekly redemptions)