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Advanced strategies for sophisticated investors.
Specialised Investment Fund
Bridge the gap between mutual funds and PMS with SEBI-regulated alternative strategies.
A Specialised Investment Fund (SIF) is a SEBI-regulated investment category that bridges the gap between traditional mutual funds and Portfolio Management Services (PMS). It allows advanced strategies like long-short investing and derivatives.
Key features of SIFs
- Requires a minimum investment of ₹10 lakh, making it accessible to a wider tier of investors.
- SEBI-regulated framework ensuring robust compliance and transparency.
- Access to complex strategies like long-short, market-neutral, and derivatives.
- Bridges the gap for investors looking to step up from mutual funds before committing to a full PMS.
- Potential for alpha generation in volatile or range-bound markets.
With lower entry barriers than traditional PMS but greater flexibility than standard mutual funds, Specialised Investment Funds are ideal for experienced investors looking to add tactical, absolute-return strategies to their core portfolio.