About Arthaya SIF

Arthaya SIF

Derived from the Sanskrit word Artha (wealth), Arthaya means “for the purpose of wealth.” It reflects our philosophy of purposeful wealth creation, blending Indian roots with a modern outlook, and aligning financial journeys with long-term goals.

What is SIF?

Specialised Investment Fund (SIF) aims to fill the gap between mutual funds and PMS, making them a choice for experienced investors. Product is suitable for sophisticated investors who are well-versed with financial markets and possess a relatively high-risk appetite, seeking more evolved investment strategies.

Why SIFs?

Access to new investment spaces : Opens the door to new investment spaces. SIFs can take long & short positions aiming to benefit from rising & falling markets and can deploy derivative instruments extensively as part of core investment strategy with enhanced risk mitigation tools.

Diversification : Helps to make portfolio more balanced. Investor can choose strategies that fits his/her financial goals, time horizon as per the risk appetite.

Meet our SIF team
Mr. Madhukumar Nair
Chief Executive Officer
Mr. Harshad Patwardhan
Chief Investment Officer
Mr. Rajkamal Tiwari
Chief Operating Officer and Chief Financial Officer
Mr. Rajesh Aynor
Investment Lead - SIF (Specialised Investment Fund)
Mr. Madhukumar Nair
Chief Executive Officer
Mr. Harshad Patwardhan
Chief Investment Officer
Mr. Rajkamal Tiwari
Chief Operating Officer and Chief Financial Officer
Mr. Rajesh Aynor
Investment Lead - SIF (Specialised Investment Fund)

SIF investment strategies

Arthaya SIF aims to launch differentiated investment strategies under various equity, hybrid and debt categories. Investment strategies currently structured by regulator is as under:
Equity Oriented Investment Strategies
  • Equity Long-Short Fund
  • Equity Ex-Top 100 Long-Short Fund
  • Sector Rotation Long-Short Fund
Hybrid Oriented Investment Strategies
  • Active Asset Allocator Long-Short Fund
  • Hybrid Long-Short Fund
Debt Oriented Investment Strategies
  • Debt Long Short Fund
  • Sectoral Debt Long Short Fund
SIF vs other investment avenues
Target Investor
Minimum Investment
Structure
Strategies
Taxation at investor level*
Liquidity
Derivatives
SIF Specialized Investment Fund
Investors seeking advanced yet tax-efficient strategies
₹10 lakh
(Across SIF Strategies)
Pooled investment vehicle, bridging the gap between MF and PMS.
Flexible: Long-short, dynamic asset allocation, etc.
Similar to Mutual Funds (depending on asset class)
Moderate (depends on strategy)
Naked shorts upto 25% + Hedging
MF Mutual Fund
First-time to long-term investors
₹100 (SIP & Lumpsum)
Pooled investment vehicle.
Equity, debt, hybrid, index-based
Tax-efficient with indexation & capital gain benefits
High (open-ended)
Primarily for hedging purposes
PMS Portfolio Management Services
HNIs desiring personalized portfolio management
₹50 lakh
Separately managed, direct stock ownership
Customizable: thematic, concentrated, sectoral
Based on individual security treatment
Moderate (subject to exit load/notice period)
Only for Hedging
AIF Alternative Investment Fund
Ultra-HNIs & institutions exploring non-traditional assets
₹1 crore
Pooled, privately placed schemes
Private equity, venture capital, hedge, real estate, special situations
Pass-through taxation depending on category
Low (typically closed-ended)
Allowed
*As per current Income Tax Laws. Please consult your investment / tax adviser before making any investment decision.

Things to consider before investing in SIFs

Eligibility Graph
Eligibility

Minimum investment is ₹10 lakh across investment strategies. Make sure this amount fits your investment strategy.

Climbing for Risk Tolerance
Risk tolerance

Due to its ability to take naked short position, SIFs offer a different risk profile versus a mutual funds. One needs to understand the product offering and check risk appetite before investing.

Liquidity - Cash
Liquidity

Check the terms around redemptions before you invest.

Disclaimer

Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.

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of your dreams

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