SPECIALIZED INVESTMENT FUNDS

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What is Specialized Investment Fund (SIF) ?

Why should I invest in SIF ?

Tailored Strategy

Custom-built portfolios aligned with your goals, risk profile, and investment horizon.

Wider Asset Access

Invest across equities, debt, real estate, and alternative assets for better diversification.

Tax Efficiency

Structured for optimized long-term capital gains and compliant tax advantages.

Expert Management

Professionally managed with transparent reporting and strong regulatory oversight.

Type of SIFs

Equity-Oriented SIFs

These funds use "long-short" strategies, taking long positions in stocks they expect to rise and short positions through derivatives on stocks they expect to fall.

Debt-Oriented SIFs

These funds invest in fixed-income instruments and are allowed to take controlled short positions using derivatives.

Hybrid SIFs

These funds invest across multiple asset classes like equity, debt, and real estate investment trusts (REITs), dynamically adjusting their allocation.

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How SIFs Stack Up Against Other Investment Avenues

*As per current Income Tax Laws. Please consult your investment / tax adviser before making any investment decision.

     Category           SIF             MF              PMS                   AIF
  Nomenclature   Investment    Strategy Scheme Portfolio Fund
Minimum Investment   ₹10 Lakh   (Across SIF strategies) ₹100 ₹50 Lakh ₹1 Crore
Investor Type HNI Retail / HNI HNI HNI / Ultra HNI
Taxation at Investor Level
Equity – LTCG @ 12.5% (after 12m)
Debt – Slab rate
Other – LTCG @ 12.5% (after 24m)
Equity – LTCG @ 12.5% (after 12m)
Debt – Slab rate
Other – LTCG @ 12.5% (after 24m)
 Taxed to investor at each transaction level NIL
Taxation at Fund Level Nil as per Section 10(23D) Nil as per Section 10(23D) Nil Category III – Capital gains @12.5% + Business Income @ MMR
Expense Ratio* Max at 2.25% and 2% Max at 2.25% and 2% Management Fee + Performance Fee Management Fee + Performance Fee
Leverage Not Applicable Not Applicable Not Applicable Allowed – Gross exposure up to 200%
Derivatives Naked shorts up to 25% + Hedging Only for Hedging Only for Hedging Allowed
* Excluding additional expenses under Regulation 52 (6A)(c) & 52 (6A)(b)

Benefits of SIFs

Explore new investment spaces

 Open the door to investment spaces like infrastructure and private equity, where growth potential is often higher but less accessible.

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Choose strategies that work for you

SIFs aren’t one-size-fits-all. You can choose strategies that fit your financial goals, time horizon, and how much risk you are okay with.

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Backed by strong regulations

These funds are fully monitored by SEBI. So, there are clear rules in place to protect your interests.

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Professionally managed, strategy-driven portfolios

SIFs aim to empower investors to “navigate across market cycles” through professionally managed, strategy-led portfolios within a robust regulatory framework.

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