Special Investment Fund

Key Highlights of SIF Funds

Minimum Investment Threshold

₹10 lakh per investor at the PAN level (exclusive to SIF, not applicable to regular mutual fund schemes).

Systematic Options Available

Choose from SIP (Systematic Investment Plan), SWP (Systematic Withdrawal Plan), or STP (Systematic Transfer Plan).

Redemption
Flexibility

Varies across strategies – from daily to bi-weekly redemptions.

Diversified
Strategies

Access to equity, debt, and hybrid allocations with measured short exposures through derivatives.

SIF Investment Strategies

Equity Oriented Investment Strategies

Equity Long-Short Fund
Equity Ex-Top 100 Long-Short Fund
Sector Rotation Long-Short Fund

Debt Oriented Investment Strategies

Debt Long-Short Fund
Sectoral Debt Long-Short Fund

Hybrid Investment
Strategies

Active Asset Allocator Long-Short Fund
Hybrid Long-Short Fund

Equity Oriented Investment Strategies

Designed for investors seeking equity exposure with the flexibility to hedge risks through short positions.

Equity Long
-Short Fund

Minimum 80% in listed equity and equity-related instruments
Up to 25% short exposure via unhedged equity derivatives
Type: Open-ended or interval strategy
Redemption: Daily or as defined by AMC

Equity Ex-Top 100
Long-Short Fund

Minimum 80% in listed equity and equity-related instruments
Up to 25% short exposure via unhedged equity derivatives
Type: Open-ended or interval strategy
Redemption: Daily or as defined by AMC

Sector Rotation
Long-Short Fund

Minimum 80% in listed equity and equity-related instruments
Up to 25% short exposure via unhedged equity derivatives
Type: Open-ended or interval strategy
Redemption: Daily or as defined by AMC

Debt Oriented Investment Strategies

Strategic allocation across duration and sectors in debt, with tactical short positioning.

Debt LongShort Fund

Investment across durations in debt instruments
Includes short positions through debt derivatives
Type: Interval strategy
Redemption: Once a week or more frequently, as defined by AMC

Sectoral Debt LongShort Fund

Exposure to at least two debt sectors; max 75% in any one
Short exposure capped at 25% per sector
Type: Interval strategy
Redemption: Once a week or more frequently

Hybrid Investment Strategies

For those who seek the best of both worlds—equity and debt—plus access to alternative assets.

Active Asset Allocator LongShort Fund

Dynamically invests across equity, debt, derivatives, REITs/InVITs, and commodities
Short exposure up to 25% in permitted instruments
Type:Interval strategy
Redemption: Twice a week or more frequently

Hybrid LongShort Fund

Minimum 25% each in equity and debt instruments
Up to 25% short exposure in both equity and debt
Type: Open-ended or interval strategy
Redemption: Daily or as defined by AMC

Hybrid Investment Strategies

Strategy Type	Fund Name	Redemption Frequency
Equity Oriented	All Three Variants	Daily or as defined by AMC
Debt Oriented	Debt & Sectoral Debt Long–Short	Weekly or as defined by AMC
Hybrid Strategies	Active Asset Allocator & Hybrid Fund	Twice a week or more

Who Should Opt for SIF?

High Net-Worth Individuals (HNIs)
Market-savvy individuals
Diversified portfolio builders
Risk-managed growth seekers
Flexible redemption seekers
Beyond-the-ordinary investors

Minimum Investment Requirement

To ensure meaningful participation, a minimum investment of ₹10 lakh is required across all SIF strategies at the PAN level. This threshold does not apply to regular mutual fund schemes managed by the same AMC.

Systematic Investment Options

SIF funds offer structured investment flexibility:

SIP (Systematic Investment Plan): Invest at regular intervals
SWP (Systematic Withdrawal Plan): Withdraw periodically
STP (Systematic Transfer Plan): Seamlessly shift between strategies

Note: These plans are available only if the investor meets the ₹10 lakh minimum investment threshold.

"FAQs"

What makes SIF Fund strategies different from regular mutual funds?

SIF Funds allow for long and short positions in both equity and debt, giving fund managers more flexibility to navigate different market conditions.
Can I invest in multiple SIF strategies under the same AMC?

Yes! You can choose to invest across multiple equity, debt, or hybrid strategies, as long as your total investment meets the ₹10 lakh minimum across all strategies combined.
Is there a minimum lock-in period for SIF Funds?

No, there’s no lock-in. You can redeem your investments as per the frequency set by each strategy—daily, weekly, or twice a week.
Are SIF strategies professionally managed?

Yes. Each fund is managed by experts who actively adjust allocations and manage risks using a mix of long and short strategies.
Can I start a SIP in a SIF strategy?

Yes, Systematic Investment Plans (SIPs) are available, making it easier to invest regularly while meeting the ₹10 lakh combined investment requirement.

Do I have to invest in stocks directly?

No. The fund does that for you. Whether it’s equity, debt, or a mix, you don’t have to pick or manage investments yourself—the professionals do it all.
Can I invest in mid and small-cap stocks through SIF?

Yes. The Equity Ex-Top 100 Long-Short Fund specifically targets stocks outside the top 100, focusing on mid and small-cap opportunities.
What if I want exposure across different asset classes?

You can choose the Active Asset Allocator Long-Short Fund, which dynamically invests across equity, debt, REITs/InVITs and even commodities.
Do I have the option to reduce my investment risk in SIF?

Yes. SIF strategies include short exposure limits (up to 25%) which allow fund managers to hedge positions and manage downside risks effectively.
Is sector-specific investing possible within SIF strategies?

Yes. The Sector Rotation Long-Short Fund (equity) and Sectoral Debt Long-Short Fund (debt) allow investments in specific sectors with sector-wide shorting strategies—offering unique tactical opportunities.