Archive · 1 Dec 2025
Union Mutual Fund to Launch SIF in February
Union Mutual Fund is going to start a new type of investment fund called a Specialised Investment Fund (SIF) in February.
This fund is part of their new brand called 'Arthaya'.
The fund will use a special strategy where they buy and sell stocks to make money, and it won't be taxed when you invest, which is different from other similar funds.
They also have another fund that will invest in companies that sell things to people, like food, clothes, and other goods.
This fund will look at 19 different areas and focus on smaller companies.
The idea is that more people are buying things, and they are choosing better quality items, which is a good opportunity for investors.
Union Mutual Fund to launch its first Specialised Investment Fund (SIF) under the brand 'Arthaya' in February.
The fund will use an equity long-short strategy and is not taxed at the investment stage.
The Consumption Fund will invest across 19 sectors, focusing on mid- and small-cap companies.
New trends in consumer-facing companies are emerging, particularly in the mid- and small-cap space.
The expansion of the consuming class and digitisation of marketplaces form a powerful investment theme.
- Who
- Union Mutual Fund
- What
- Launch of Specialised Investment Fund (SIF) under brand 'Arthaya'
- When
- February 2025
- Where
- India
- Why
- To offer a tax-efficient investment strategy and capitalize on the consumption theme
- Company
- Union Mutual Fund
- Fund Type
- Specialised Investment Fund (SIF)
- Brand Name
- Arthaya
- Launch Month
- February
- SEBI Approval
- Initial approval received
- Fund Strategy
- Equity long-short strategy
- Tax Advantage
- Not taxed at investment stage
- Consumption Fund Sectors
- 19 sectors, focus on mid- and small-cap companies