Specialized Investment Funds - The perfect blend of innovation and transparency
The Investment Landscape is Evolving, Until recently, investors had limited choices: Now, a third pillar is emerging - SIFs. Specialized Investment Funds offer the perfect balance of innovation, flexibility, and transparency
| Investment Type | Key Features |
| Mutual Funds: | Diversified exposure for retail investors |
| Portfolio Management Services: | Personalized approach for HNIs |
| Specialized Investment Funds: | Innovation with transparency |
How SIFs Compare to Mutual Funds and PMS
| Feature | SIF | MF | PMS |
| Minimum Investment | ₹10 Lakh | ₹ 100 | ₹50 Lakh |
| Investor Type | HNI | Retail / HNI | HNI |
| Strategy Flexibility | High (long-short, sector rotation) | Limited (mostly long-only diversified) | Customised portfolio |
| Derivatives | Up to 25% naked shorts + hedging | Only hedging | Only hedging |
| Liquidity | Moderate (interval schemes) | High (daily redemption) | Low (lock-in, restrictions) |
SIF: The Best of Both Worlds
MF (Mass + Diversification) + AIF/PMS (Customization) = SIF (Best of Both Worlds)
For the first time, investors can access sophisticated strategies without crossing into the PMS threshold.
7 Categories of Investment Strategies
1. Equity Long-Short: 80% in equity; max 25% short via derivatives
2. Equity Ex-Top 100 Long-Short: 65% in non-large-cap stocks; max 25% short via derivatives
3. Sector Rotation Long-Short: 80% in max 4 sectors; 25% short exposure sector-wide
4. Debt Long-Short Fund: Invests across debt durations; unhedged short exposure via exchange-traded debt derivatives
5. Sectoral Debt Long-Short Fund: Invests in at least 2 sectors; max 75% in a single sector; 25% short exposure
6. Hybrid Long-Short Fund: 25% min in equity & debt; 25% max short exposure
7. Active Asset Allocator Long-Short Fund: Dynamic allocation in equity, debt, REITs, commodities; 25% short exposure
Key Benefits of SIF Investment
• Sophisticated Diversification: Invest in equity, debt, alternatives, and derivatives to minimize over-exposure
• Standardized Comparison: Unlike PMS complexity, SIFs provide standardized disclosure for easy fund comparison
• Governance & Trust: SEBI-regulated with institutional trust and investor-centric transparency
• Alpha Generation Potential: Adaptive strategies aim to outperform benchmarks through tactical allocation
• Unique Strategy Flexibility: Go long and short, hedge exposures, and rotate sectors - strategies usually off-limits in MFs
Ready to Invest Smarter? Contact us today to learn how SIFs can enhance your investment portfolio