Specialised Investment Funds (SIF)
Advanced strategies for informed investors seeking higher potential returns
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What Are Specialised Investment Funds (SIFs)?
Specialised Investment Funds (SIFs) are a SEBI-regulated investment category designed for experienced investors who seek advanced, strategy-driven portfolios. Positioned between traditional mutual funds and PMS, SIFs offer greater flexibility through sophisticated strategies such as long–short positions, sector rotation, and dynamic asset allocation — all within a transparent and structured framework.
- Personalized investment guidance based on risk profile
- Access to long–short and tactical investment strategies
- Long-term wealth-building strategies
- Suitable for informed investors with higher risk appetite
- Designed for long-term wealth creation beyond traditional funds
Why Choose Specialised Investment Funds?
• Advanced Wealth Creation
Strategy-driven portfolios designed to target higher returns beyond traditional mutual funds.
• Greater Portfolio Flexibility
Long–short strategies and dynamic allocation help adapt to changing market conditions.
• Expert Fund Management
Managed by experienced professionals using research-backed investment strategies.
• Broader Diversification
Exposure across equity, debt, derivatives, and alternative assets.
• For Informed Investors
Best suited for investors with market knowledge and higher risk appetite.
SIF Categories by Investment Strategy
Equity Long–Short Fund
Invests primarily in equities while taking selective short positions using derivatives to benefit from both rising and falling markets.
Equity Ex-Top 100 Long–Short Fund
Focuses on mid and small-cap stocks beyond the top 100 companies, aiming to capture inefficiencies with controlled short exposure.
Sector Rotation Long–Short Fund
Allocates capital tactically across a limited number of sectors based on market and economic trends, with flexibility to short sectors.
Debt Long–Short Fund
Uses active duration management and debt derivatives to generate returns across different interest rate and credit cycles.
Sectoral Debt Long–Short Fund
Invests in debt instruments across multiple sectors, exploiting relative value opportunities with limited sector-wise exposure.
Active Asset Allocator Long–Short Fund
Dynamically allocates across equity, debt, commodities, and alternatives, adjusting exposure based on market conditions.
Hybrid Long–Short Fund
Maintains a balanced allocation between equity and debt while using tactical short positions to manage volatility.
A Simple & Structured Approach to Advanced Investing
Investor Profiling
We understand your financial goals, risk appetite, investment horizon, and market experience to assess suitability for SIFs.
Strategy Selection
Based on your profile, we identify the most suitable SIF strategy—equity, debt, or hybrid—aligned with your objectives.
SEBI Compliance & Documentation
Complete KYC, eligibility checks, and regulatory requirements as per SEBI guidelines, including minimum investment norms.
Investment Execution
Your investment is executed through SEBI-regulated Asset Management Companies using a transparent and secure process.
Active Monitoring & Review
Portfolios are regularly monitored, and performance reviews are conducted to ensure alignment with market conditions and goals.
Ongoing Support & Guidance
We provide continuous support, updates, and advisory to help you stay informed throughout your investment journey.
Ready to Explore Specialised Investment Funds?
Discover advanced, strategy-driven investment opportunities aligned with your financial goals and risk profile.
FAQ'S
Frequently Asked Questions
What is a Specialised Investment Fund (SIF)?
A SIF is a SEBI-regulated investment category offering advanced, strategy-driven portfolios positioned between mutual funds and PMS.
Who should invest in SIFs?
SIFs are suitable for experienced investors or HNIs who understand market risks and have a higher risk appetite.
What is the minimum investment required in SIFs?
The minimum investment is ₹10 lakh per investor (PAN level) per AMC, unless the investor is accredited.
Are SIFs regulated by SEBI?
Yes, SIFs operate under SEBI’s mutual fund regulations with strict disclosure and compliance requirements.
What is the recommended investment horizon for SIFs?
A long-term horizon of at least 3–5 years is recommended to manage volatility and strategy cycles.
How are SIFs different from mutual funds?
SIFs allow advanced strategies like long–short positions and dynamic allocation, offering higher flexibility than traditional mutual funds.
Can I invest in SIFs through SIP?
Yes, SIP, SWP, and STP are allowed, provided the total investment meets the ₹10 lakh minimum requirement.
What are the risks involved in SIFs?
SIFs involve higher market and strategy risk, lower liquidity, and performance depends on fund manager expertise.
How often can I redeem my investment?
Redemption frequency varies by scheme and may range from daily to interval-based, with notice periods up to 15 days.
Are SIFs suitable for first-time investors?
No, SIFs are generally not recommended for beginners due to their complexity and higher risk profile.