SIF (Specialised Investment Fund)
A new SEBI asset class between mutual funds and PMS — for sophisticated investors, from ₹10 lakh.
Overview
A Specialised Investment Fund (SIF) is a new SEBI asset class, introduced in 2024, that sits between mutual funds and Portfolio Management Services. It gives sophisticated investors access to more flexible, higher-conviction strategies — including long-short and other advanced approaches — within a regulated, pooled structure.
As an AMFI-registered SIF distributor, we help you understand whether a SIF fits your risk appetite and goals, explain the strategy and its risks in plain terms, and onboard you cleanly.
What’s included
A new asset class
SEBI’s 2024 framework blends mutual-fund structure with PMS-like strategy flexibility.
Advanced strategies
Access long-short and other approaches not available in traditional mutual funds.
₹10 lakh minimum
A lower entry point than PMS, within a regulated, pooled structure.
Suitability-first
We recommend a SIF only when it genuinely fits your profile and goals.
Who it’s for
- Sophisticated investors comfortable with higher risk
- Investors who have outgrown plain-vanilla mutual funds
- Those seeking strategies beyond long-only equity
- HNIs wanting a regulated step below PMS ticket sizes
Our process
- 1
Assess suitability
We confirm a SIF fits your risk appetite, horizon and goals before anything else.
- 2
Explain the strategy
We walk you through the fund’s approach, risks and costs in plain language.
- 3
Onboard cleanly
We handle the paperwork and ensure the disclosures are fully understood.
- 4
Review periodically
We track the strategy against its mandate and your goals, and act when needed.
Frequently asked questions
A new SEBI asset class introduced in 2024 that combines features of mutual funds and PMS, allowing more flexible strategies for sophisticated investors within a regulated structure.
Ready to redefine your financial freedom?
India is among the world’s top saving nations. But savings alone aren’t enough — your money has to work as hard as you do, spread across asset classes so it keeps pace with inflation and protects the purchasing power of the rupee.