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There are several categories of SIFs, each employing distinct advanced strategies. Here are the main types of Specialised Investment Funds:
A Specialised Investment Fund (SIF) is a new type of investment vehicle introduced by SEBI in 2025 that pools money from sophisticated investors to implement advanced investment strategies beyond traditional mutual fund approaches. Each investor owns units of the SIF, which gives them access to professionally managed portfolios employing complex strategies such as long-short equity positions, derivatives trading, and tactical asset allocation designed to generate enhanced risk-adjusted returns.
SIFs are managed by experienced investment professionals who use sophisticated techniques to execute advanced strategies on behalf of the fund's investors. Unlike traditional mutual funds, SIF managers have the flexibility to take short positions (up to 25% of the portfolio), use derivatives for both hedging and directional bets, and implement sector rotation or special situation strategies. They may also adjust the fund's strategy and positioning more dynamically to capitalize on market inefficiencies or changing conditions.
Investors in SIFs benefit from access to institutional-quality investment strategies that were previously available only through expensive Portfolio Management Services (PMS) or Alternative Investment Funds (AIFs). They gain exposure to hedge fund-like techniques while maintaining the regulatory protection of SEBI's mutual fund framework. SIFs also offer professional risk management through sophisticated hedging strategies and position sizing that individual investors typically cannot implement on their own.
Best Specialized Investment Funds (SIF) Advisors in Ahmedabad
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Minimum Investment : ₹10 lakh per investor (across all SIF strategies)
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Regulatory Framework : Governed under SEBI Mutual Fund Regulations with enhanced flexibility
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Short Exposure : Up to 25% short positions allowed through derivatives
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Professional Managemen t: Experienced fund managers with specialized expertise
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Position Between : Bridges gap between Mutual Funds and PMS
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Advanced Strategies: Access to hedge fund-like techniques within regulated framework
1. Long - Short
Equity SIFs
Use both long and short positions to generate returns in various market conditions.
4. Thematic / Sectoral SIFs
Focus on specific themes or sectors with concentrated, flexible positioning strategies.
1. Long - Short
Debt SIFs
Employ advanced fixed-income strategies including duration management and credit arbitrage.
Key Facts
3. Hybrid Strategy SIFs
Dynamically allocate across asset classes using derivatives and tactical positioning.