Why SIF?

Discover why Specialised Investment Funds are redefining wealth creation in India

Bridge Investment Gap

Fill the void between mutual funds (₹500 minimum) and PMS (₹50 lakh minimum) with a ₹10 lakh entry point.

Enhanced Investor Protection

Provide regulatory oversight while allowing sophisticated investment strategies for informed investors.

Democratize Premium Strategies

Make institutional-grade investment strategies accessible to a broader range of affluent retail investors.

Portfolio Flexibility

Enable advanced strategies like derivatives usage, sector concentration, and alternative investments with proper oversight.

Key Advantages of SIFs

Discover why Specialised Investment Funds are becoming the preferred choice for sophisticated investors

Access to Niche Sectors

Invest in specialized sectors and themes not available in traditional mutual funds, including emerging technologies, alternative assets, and concentrated sector plays.

  • Technology & AI themes
  • Specialized sector exposure
  • Alternative asset classes

Professional Fund Management

Benefit from experienced fund managers with proven track records in managing sophisticated portfolios and alternative investment strategies.

  • Experienced fund managers
  • Proven track records
  • Sophisticated strategies

Regulatory Oversight

Enjoy the security of SEBI regulation with enhanced transparency, regular reporting, and strict compliance requirements for investor protection.

  • SEBI oversight
  • Enhanced transparency
  • Regular reporting

Potential for Higher Returns

Access advanced investment strategies that may generate superior risk-adjusted returns compared to traditional investment vehicles.

  • Advanced strategies
  • Risk-adjusted returns
  • Performance potential

Flexible Investment Approach

Benefit from flexible mandates allowing fund managers to adapt strategies based on market conditions and opportunities.

  • Flexible mandates
  • Adaptive strategies
  • Market responsiveness

Portfolio Diversification

Enhance your investment portfolio with unique asset classes and strategies not correlated with traditional investments.

  • Unique asset classes
  • Low correlation
  • Enhanced diversification

SIF Key Metrics at a Glance

Important numbers that define the SIF investment landscape

5x

Lower Entry vs PMS

₹10L vs ₹50L minimum

100%

Regulatory Protection

SEBI regulated

25%

Strategy Flexibility

Derivatives exposure

15

Redemption Timeline

Working days max

Ready to Explore SIF Opportunities?

Speak with our SIF experts to understand how these advantages can benefit your investment portfolio.

SIF Investment Guidelines

Key regulatory framework ensuring investor protection and market integrity

₹10L

Minimum Investment Requirement

₹10 lakh per investor ensures sophisticated investor base.

3Y

AMC Eligibility Criteria

3 years operation with ₹10,000 crore average AUM OR qualified CIO with 10+ years experience managing ₹5,000+ crore.

25%

Derivatives Exposure Limit

Maximum 25% derivatives exposure for non-hedging purposes.

15D

Redemption Notice Period

Up to 15 working days notice required for redemptions.

Separate Branding Mandate

Dedicated webpages and distinct branding required for clarity.

Enhanced Disclosure Norms

Stricter portfolio disclosures and transparency requirements.

SEBI Regulated & Protected

Your investments are safeguarded

SIFs operate under strict SEBI oversight, ensuring transparency, compliance, and investor protection while providing access to sophisticated investment strategies.