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SIF (Specialized Investment Fund)

SEBI's new asset class between mutual funds and PMS — sophisticated strategies like equity long-short, from ₹10 lakh.

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SIF (Specialized Investment Fund)

Overview

The Specialized Investment Fund (SIF) is SEBI's new category that sits between mutual funds and PMS, letting seasoned investors access more advanced strategies — such as equity long-short and sector-rotation — with a minimum investment of ₹10 lakh. We help you evaluate SIF strategies, understand the risks and fees, and decide where they fit alongside your core holdings.

At a glance

  • Equity long-short strategies
  • ₹10 lakh minimum
  • Regulated by SEBI

Key benefits

Access to long-short and other advanced strategies

A regulated middle ground between mutual funds and PMS

Professional management with greater flexibility

Suited to experienced investors from ₹10 lakh

Got questions? We have answers

What is a SIF?

The Specialized Investment Fund is a new SEBI asset class that sits between mutual funds and PMS, letting seasoned investors access more advanced strategies such as equity long-short and sector rotation.

What is the minimum investment?

₹10 lakh across your SIF investments with a single manager, as set by SEBI — lower than PMS (₹50 lakh) but higher than a mutual fund.

How is a SIF different from a mutual fund or PMS?

It allows sophisticated strategies mutual funds cannot run, inside a regulated pooled structure, at a lower entry point than a full PMS mandate.

Who should consider a SIF?

Experienced investors comfortable with more advanced, potentially higher-risk strategies who want more flexibility than a standard mutual fund.

No cost, no obligation

Book your Free Financial Review

Spend 30 minutes with Gaurav Soni to understand where you stand and what your money could do for you. One click and your request reaches our team — we'll call you back within a working day.

  • A clear picture of your current finances
  • Goal-based recommendations you can act on
  • Zero pressure — advice first, products later

Get started in 30 seconds

Tap below, share a few details, and Gaurav Soni's team will call you back within one working day. No cost, no obligation.