SIF (Specialized Investment Fund)
A new floor to the Mutual Funds house
What is SIF?
Introduced by SEBI, SIFs are a new category of investment that bridge gap between traditional Mutual Funds and Portfolio Management Services (PMS), offering unique opportunities for well organised investor.
High Net-worth Individuals (HNIs) and sophisticated or accredited investors
Investors who have a good understanding of complex financial products and can handle higher risk
A minimum investment of ₹ 10 lakh (Indian rupees) is generally required, which must be maintained across all SIF investments with a single Asset Management Company (AMC).
Equity oriented strategies
Debt oriented strategies
Hybrid investment strategies
SEBI regulated framework and enhanced transparency
Offers a blend of Mutual funds structure and PMS flexibility
Dynamic investment strategies such as short selling and derivatives use
A minimum investment of ₹ 10 Lakhs
SIFs are not for everyone, but for the right investor, they open up unique opportunities. The fund structure of SIFs can be open-ended, closed-ended, or interval-based. SIFs follow the same expense limit rules as mutual funds. SIFs can invest up to 20% in one issuer's debt instruments.
Investment Risk: Investments in SIFs 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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