FinVise India

  Key Points A Specialized Investment Fund (SIF) is a SEBI-approved investment option where you can invest in multiple assets like equity, debt, REITs/InvITs, and derivatives. The minimum investment is ₹10 lakh . It offers more flexibility than mutual funds and costs less to enter than Portfolio Management Services (PMS). SIFs allow advanced strategies like sector rotation, hedging, and long-short positions , but carry higher risk and lower liquidity. What is a Specialized Investment Fund (SIF)? If mutual funds feel too basic, but PMS is too expensive (₹50 lakh minimum), SIFs are the middle ground . They give you professional management and access to multiple asset classes — stocks for growth, debt for stability, REITs/InvITs for income, and derivatives for hedging and tactical plays. Why Did SEBI Introduce SIFs? SEBI launched SIFs to bridge the gap between: Mutual Funds (SIP): Simple but limited i...

India’s mutual fund industry is entering a new phase with the launch of hybrid long-short funds under SEBI’s Specialised Investment Fund (SIF) framework. These funds mix equities, debt, and derivatives, and are meant for high-value investors who can invest at least ₹10 lakh . So far, SBI Mutual Fund and Edelweiss Mutual Fund have made their debut filings, while Quant Mutual Fund is expanding its existing line-up. What Are Hybrid Long-Short Funds? These funds aim to give investors: Growth from equity investments Stability from debt Protection & extra income from derivatives (like arbitrage or covered calls) They are designed for investors who want more advanced strategies than regular mutual funds. SBI Magnum Hybrid Long-Short Fund Equity allocation: 65–75% Debt allocation: 25–35% Strategy: Focus on arbitrage trades (like dividend or merger opportunities). Can short up to 25% of portfolio if certain stocks look w...