Aureva Logo
LOGIN

Who We Serve

ProfessionalsCXOs and EntrepreneursWomen
NRIs

What We Offer

PMSAIFGift CityMutual Funds

Explore

Tools
Wealth InsightsNewsletter
Our PhilosophyFoundersMedia
MUTUAL FUND PORTFOLIO ADVISORY & DISTRIBUTION

Your Money Works as Hard as You Do.

Build enduring, compounding wealth through disciplined long-term Mutual Fund investing. Aureva’s expert advisors evaluate, construct, and rebalance goal-aligned mutual fund portfolios tailored for every milestone of your life.

Consult MF Specialist Explore SEBI SIFs

Power of SIP

Systematic Compounding

SEBI Regulated

Institutional Safety

Goal Aligned

Multi-Asset Allocation

Hardworking Executive in Office - Aureva Mutual Funds
The Engine of Long-Term Wealth

Why Invest in Mutual Funds & How They Create Value

Mutual funds provide an accessible, liquid, and highly regulated framework for building compounding wealth across equities, debt, and hybrid asset classes over long time horizons.

Power of Compounding

Harness exponential growth over time by systematically reinvesting dividends and capital gains over multi-year compounding cycles.

Rupee Cost Averaging

Systematic Investment Plans (SIPs) eliminate market timing anxiety, purchasing more units when prices fall and fewer when prices rise.

Professional Fund Management

Experienced fund managers backed by institutional research desks analyze, select, and monitor portfolio holdings continuously.

Instant Diversification

Spread risk across dozens of underlying market leaders, sectors, and asset classes with a single investment allocation.

High Liquidity & Flexibility

Access your capital easily through open-ended schemes, SIPs, SWPs, STPs, or lump sum allocations aligned with your cash flow needs.

Strict SEBI Regulation

Regulated rigorously by SEBI & AMFI with daily NAV disclosures, mandatory portfolio disclosures, and high institutional safety.

SEBI'S NEW ASSET CLASS

Specialised Investment Funds (SIFs)

Introduced by SEBI under the Mutual Funds framework, SIFs represent an innovative new asset class—bridging the gap between traditional retail mutual funds and high-barrier PMS/AIF structures with an accessible ₹10 Lakh minimum investment.

₹10L

The ₹10 Lakh Bridge

Not everyone wants to start with ₹500 SIPs, but not everyone has ₹50 lakh for a PMS either. SIFs sit right in that gap, opening up institutional-grade investing at a lower entry point.

Advanced Alpha Strategies

Strategies once locked away in Category III AIFs — long-short equity, hedging, active derivatives — are now available to retail investors.

Mutual Fund Tax Efficiency

Because SIFs, like Mutual Funds, run as pooled vehicles, internal rebalancing doesn't trigger transaction-level tax unlike what happens in direct-equity PMS.

Institutional Governance

Backed by SEBI's Mutual Fund Regulations, SIFs come with independent trustees, custodian oversight, ring-fenced assets, and mandatory ISID disclosures.

How SIFs Position in the Investment Spectrum

Evaluate how SEBI's new Specialised Investment Funds compare against conventional Mutual Funds and traditional PMS/AIF structures.

ParameterTraditional Mutual FundsSpecialised Investment Funds (SIF)NEWPMS & AIF (Cat II/III)
Minimum Entry Barrier₹100 (SIP) / ₹500 (Lump Sum)₹10 Lakhs (Across strategies in an AMC)₹50 Lakhs (PMS) / ₹1 Crore+ (AIF)
Investment StrategiesLong-only equity, standard debt, hybrid asset allocationLong-short equity, inverse strategies, sector rotation, derivative hedgingBespoke equity, unlisted equity, private credit, structured debt
Derivative / Shorting ExposureHedging & rebalancing only (no unhedged shorting)Permitted for tactical alpha; unhedged shorting capped up to 25%Substantial leverage & long-short allowed (Cat III AIF)
Taxation MechanismMutual Fund regime (Taxed only on unit redemption)Mutual Fund regime (Taxed only on unit redemption; zero portfolio churn tax)PMS: Tax on each individual stock trade; AIF: Fund-level or pass-through
Regulatory FrameworkSEBI (MF) Regulations; Scheme Information Document (SID)SEBI (MF) Regulations; Investment Strategy Information Document (ISID)SEBI (PMS Regulations) / SEBI (AIF Regulations); PPM
Target Investor ProfileRetail & mass-affluent long-term compoundersEmerging HNIs & executives seeking non-linear alpha & downside hedgeUltra HNIs, family offices, institutional capital
Strategic Portfolio Allocation

Who Should Consider SIFs?

SIFs are built for investors who've outgrown plain-vanilla mutual funds but aren't looking to deal with the hefty ticket sizes, tax hassles, and lock-in periods that come with traditional PMS and AIF structures.

Downside Risk Mitigation: By using inverse exposure and derivatives, these strategies help cushion portfolios when markets turn volatile or head south.
Non-Correlated Alpha: Through long-short positions and dynamic factor rotation, returns are less correlated with how the broader index is moving.
Accredited Investor Flexibility: If you qualify as an accredited investor, the ₹10 lakh minimum doesn't even apply to you.

Aureva SIF Advisory Desk

Independent Strategy Vetting

As leading AMCs launch their Specialised Investment Fund strategies, Aureva’s research desk rigorously evaluates each fund's risk-return model, derivative caps, and fee transparency to ensure strategic fit.

Discuss SIF Opportunities
AUREVA ECOSYSTEM · SIF RESEARCH PLATFORM

Research, Compare & Track Every SIF with SIFcase

To empower investors with complete transparency into SEBI's newest fund class, we built sifcase.com—India's dedicated research and intelligence portal for Specialised Investment Funds.

https://sifcase.com
Visit Platform
SIFcase.com - Research, compare and invest in Specialised Investment Funds

Verified NAV & Data

Daily NAV updates, official SEBI risk bands, and objective return benchmarks across every live SIF scheme.

Cross-Scheme Comparison

Benchmark strategies head-to-head across 360 ONE, Quant, Invesco, Kotak, Edelweiss, HSBC, and more.

Simplified Strategy Notes

Clear breakdowns of complex ISID filings, derivative exposure limits, shorting caps, and portfolio factor tilts.

Live NFO Tracker

Track new SIF fund launches from day one with opening dates, fund manager pedigrees, and subscription terms.

Explore Funds on SIFcase.com
MARKET INTELLIGENCE & UPDATES

Latest in Mutual Funds and SIFs

View More News

Global Exposure Without International Mutual Funds: What Indian Investors Can Do

Indian investors seeking overseas diversification are finding international mutual funds difficult to access because of regulatory investment limits. However, global exposure can still be built through domestic mutual funds that invest abroad, overseas ETFs, direct international investing and GIFT City products. Each route carries different costs, risks, tax implications and suitability considerations.

4 min read
June 20, 2026

Mutual Funds vs Direct Stocks: The Hidden Dividend Tax Advantage

Mutual funds can offer a tax-efficient way to benefit from dividends generated by underlying stocks, particularly for investors in higher tax brackets. Unlike direct stock dividends, which are taxed as income, dividends received by a mutual fund are reflected in its NAV. However, IDCW payouts remain taxable in investors’ hands.

4 min read
June 11, 2026
Private Consultation

Speak With an Aureva Mutual Fund Specialist

Schedule a confidential, non-binding discussion to review your existing mutual fund portfolio, optimize asset allocation, and map your SIPs to your life objectives.

Confidential Portfolio Health Check
Goal-Based SIP & SWP Structuring
Direct Founder & Advisory Desk Access

Request Mutual Funds & SIFs Consultation

+91