Introducing

SPECIALIZEDINVESTMENT FUNDS

New Era of Elite Investing

A Specialized Investment Fund (SIF) is a SEBI-regulated investment vehicle for sophisticated investors, offering flexible strategies across assets like equities, bonds, real estate, and private equity. With a ₹10 lakh minimum, SIFs are limited to experienced investors, and only well-qualified AMCs can manage them, ensuring strong governance and oversight.

Multiple SIF Options Tailored to Your Needs

At SIHL, we provide a range of Specialized Investment Fund (SIF) strategies so you can choose the option that best matches your financial goals, risk appetite, and investment horizon.

Explore SIF/NFO

What’s So Special About SIF

SIF gives you PMS-level strategies and freedom (long–short, hedging, derivatives) with the tax efficiency of a mutual fund.

  • Derivatives Are Allowed (Unlike Mutual Funds)

    SIFs can use derivatives to hedge, protect capital, or generate extra returns — something regular mutual funds cannot do.

  • Can Long & Short

    SIFs can profit in rising and falling markets. Mutual funds can only buy and hold.

  • Hedging Flexibility

    SIFs can hedge, they can reduce downside risk during market volatility. Mutual funds cannot hedge the same way.

  • Long-Term Capital Gains Tax

    Enjoy MF-like taxation while using advanced strategies

Let’s Understand the Types of SIF Categories

Specialized Investment Funds (SIFs) follow one of three key investment strategies

HYBRID STRATEGY

EQUITY-ORIENTED

DEBT-ORIENTED

Each strategy operates within a defined framework that specifies:

  • Investment allocation limits
  • Redemption frequency
  • Permitted short positions(up to 25% through derivatives)

Categories Under SIF

investment strategy as defined by SEBI:

The structured approach ensures transparency, risk control, and consistency in performance.

EQUITY

Equity Long-Short Fund

Min equity:80%Max UnhedgedShort exposure:25%

EQUITY

Equity Ex-Top 100 Long-Short Fund

Min Equity (stocks excluding top 100stocks by market cap) – 65%Max Unhedged short exposure: 25%

EQUITY

Sector Rotation Long-Short Fund

Min equity in upto 4 sectors: 80%Max Unhedged short exposure: 25%

DEBT

Debt Long-Short Fund

Investment across duration, incl. unhedged short exposure throughexchange traded debt derivative instruments.

DEBT

Sectoral Debt Long-Short Fund

Instruments of at least two sectors, Max single sector: 75%Max unhedged short exposure: 25%

HYBRID

Active Asset Allocator Long-Short Fund

Dynamic investment across asset classesMax unhedged short exposure: 25%

HYBRID

HYBRID

Minimum equity: 25%, Minimum debt: 25%, Maximum Unhedgedshort exposure: 25%

SIF VS Other Investment Avenues - Know the Difference

SIF (Specialized Investment Fund)
Target Investors :
Investors who want smarter, flexible, and tax-efficient investment options.
Minimum Investment :
₹10 lakh
Structure :
A hybrid structure that blends features of MFs and PMS/AIF, while keeping MF style taxation.
Strategies :
Flexible strategies such as long-short, dynamic asset allocation, and more.
Taxation :
Taxation similar to mutual funds, based on the underlying asset class.
Liquidity :
Moderate liquidity, depending on the strategy.
Suitability :
Investors looking for flexible investment options with tax-efficient benefits.
Mutual Fund (MF)
Portfolio Management Services (PMS)
Alternative Investment Fund (AIF)
Beginners as well as experienced long-term investors.
High-net-worth investors who want personalized, professionally managed portfolios.
Ultra-high–net-worth individuals and institutions looking to invest in unique, non-traditional opportunities.
Starts at just ₹100 (both SIP and lump sum).
₹50 lakh
₹1 crore
Pooled, SEBI-regulated investment vehicle
Individually managed portfolio with direct ownership of stocks.
Pooled, privately placed schemes
Equity, debt, hybrid, and index-based investment options.
Customizable strategies such as thematic, concentrated, or sector-focused portfolios.
Private equity, venture capital, hedge strategies, real estate, and special situation investments.
Tax-efficient, offering indexation and capital gains benefits.
Taxation depends on how each individual security is treated.
Pass-through taxation that varies by category of the fund.
High liquidity, since these are open-ended funds.
Moderate liquidity, with possible exit loads or notice periods.
Low liquidity, as these products are generally closed-ended.
For Beginners and long-term retail investors.
High-net-worth investors seeking active and customized portfolio management.
Sophisticated investors looking for higher-return opportunities and willing to take on higher risk.

Investments in Specialized Investment Funds involve risks including potential loss of capital. Please read all scheme-related documents carefully before investing. Past performance may or may not be sustained in the future.

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