Explore investment strategies beyond traditional mutual funds
Specialised Investment Funds, or SIFs, offer investors access to specialised strategies within a regulated mutual fund structure.
Want to explore SIFs?
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What are Specialised Investment Funds?
A different approach within the mutual fund framework
Specialised Investment Funds are a newer investment category within the mutual fund framework.
SIFs allow fund managers to follow certain specialised strategies that may offer greater flexibility than traditional mutual fund strategies.
Depending on the scheme, strategies may include long short investing, active asset allocation, sector based approaches and investments beyond the traditional large cap universe.
The minimum investment is generally ₹10 lakh, subject to the requirements of the specific scheme.
What makes SIFs different?
SIFs provide access to investment strategies that may not be available through conventional mutual fund schemes.
Specialised Strategies
Explore strategies built around different investment approaches and market views.
Greater Flexibility
Certain permitted strategies can use long short positions and derivatives within their respective scheme mandates.
Regulated Structure
SIFs operate within the regulatory framework applicable to specialised investment funds.
₹10 Lakh Minimum
The generally applicable minimum investment is ₹10 lakh, subject to the scheme requirements.
Explore different SIF strategies
Different SIF strategies follow different investment approaches.
Equity Long Short
A strategy that can take long and short positions within the permitted investment framework.
Hybrid Long Short
A strategy combining multiple asset classes with a long short investment approach.
Equity Ex Top 100
A strategy focused on investment opportunities beyond the top 100 companies, subject to the scheme mandate.
Active Asset Allocation
A strategy that can adjust allocation across asset classes based on its stated investment approach.
Sector Based Strategies
Strategies that focus on selected sectors according to the fund's stated investment approach.
More Strategies
Explore the available SIF strategies and compare their investment approach, AMC, risk and other relevant details.
SIF vs Mutual Funds vs PMS
Understand the key differences between these investment structures.
| Feature | Mutual Funds | SIF | PMS |
|---|---|---|---|
| Structure | Mutual Fund | Mutual Fund | Managed Portfolio |
| Minimum Investment | Varies by scheme | Generally ₹10 lakh | ₹50 lakh |
| Strategy Flexibility | Subject to scheme mandate | Wider permitted strategies | Highly flexible |
| Long Short Strategies | Subject to scheme mandate | Available in permitted strategies | Available |
| Derivative Use | Subject to scheme mandate | Available within permitted framework | Available |
| Portfolio Structure | Fund structure | Fund structure | Investor portfolio |
Investment requirements and permitted strategies vary by product and scheme. Please refer to the relevant scheme documents before investing.
Who may want to explore SIFs?
SIFs may be relevant for investors looking beyond conventional mutual fund strategies.
- ✓ You already invest in mutual funds and want to understand specialised strategies
- ✓ You have ₹10 lakh or more available for investment
- ✓ You want to explore strategies beyond conventional mutual funds
- ✓ You understand that specialised strategies can involve higher levels of risk
- ✓ You have an investment horizon that suits the strategy you are considering
Have questions about SIFs?
Speak with our team to understand available strategies and investment requirements.
Talk to usExplore SIFs with Goalstox
Get information about available SIF strategies and understand the investment process before you invest.
Explore
Discover available SIF strategies through one platform.
Compare
Compare relevant details such as strategy, AMC, minimum investment and risk.
Understand
Learn about the structure, strategy and investment process.
Invest
Complete the investment process digitally, subject to applicable requirements.
Support
Get assistance with understanding available SIF products and the process.
Frequently asked questions
What is a Specialised Investment Fund? +
A Specialised Investment Fund, or SIF, is an investment category within the mutual fund framework that permits certain specialised investment strategies.
What is the minimum investment for SIF? +
The generally applicable minimum investment is ₹10 lakh, subject to the requirements of the specific scheme.
Are SIFs the same as mutual funds? +
SIFs operate within the mutual fund framework, but their permitted investment strategies and minimum investment requirements differ from traditional mutual fund schemes.
Can SIFs use derivatives? +
Certain SIF strategies can use derivatives within their permitted investment framework. The exact approach depends on the individual scheme.
Are SIFs suitable for everyone? +
No. SIFs involve specialised strategies and may involve significant market risk. Investors should consider their objectives, risk tolerance and liquidity requirements before investing.
How can I explore different SIF strategies? +
You can explore available SIF strategies through Goalstox or submit your details to speak with the team.