Compare SIF, MF, PMS and AIF across key features
| Feature | SIF | MF | PMS | AIF |
|---|---|---|---|---|
| Minimum Investment | ₹10 Lakh | ₹100 | ₹50 Lakh | ₹1 Crore |
| Investor Type | HNI | Retail / HNI | HNI | HNI / Ultra HNI |
| STCG (< 12m) | Equity: 20% | Debt: Slab rate | Equity: 20% | Debt: Slab rate | Taxed at each transaction | Category dependent |
| LTCG (> 12m) | Equity: 12.5% | Debt: Slab rate | Equity: 12.5% | Debt: Slab rate | Taxed at each transaction | Category dependent |
| Derivatives | Up to 25% naked shorts + hedging | Only hedging | Only hedging | Allowed |
| Strategy Flexibility | High (long-short, sector rotation) | Limited (mostly long-only diversified) | Customised portfolio | Wide range (private equity, credit, hedge, etc.) |
| Liquidity | Moderate (close-ended features) | High (daily redemption) | Low (lock-in, redemption restrictions) | Low (close-ended, 5–10 years) |
Evaluate SIFs side by side.
| Feature | Magnum | qsif | Altiva |
|---|---|---|---|
| AMC | SBI Mutual Fund | Quant Mutual Fund | Edelweiss Mutual Fund |
| Category | Hybrid Long-Short Fund | Hybrid Long-Short Fund | Hybrid Long-Short Fund |
| Type | An Interval investment strategy investing predominantly in equity and debt securities. | Interval strategy investing in equity and debt, with limited short derivative exposure. | An Interval investment strategy investing in equity and debt securities... |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index TRI | NIFTY 50 Hybrid Composite Debt 50:50 Index | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Objective | To generate regular income and long-term capital appreciation through unhedged exposure to equity and equity related instruments. | Aims to achieve capital appreciation and income through balanced exposure to equity and debt (minimum 25% each), using up to 25% in short derivatives for return enhancement and risk management. | The primary objective of the investment strategy is to generate capital appreciation... |
| Fund Managers | Mr. Gaurav Mehta | Mr. Sandeep Tandon, Mr. Lokesh Garg, Mr. Ankit Pande, Mr. Sameer Kate, Mr. Sanjeev Sharma | Mr. Bhavesh Jain, Mr. Bharat Lahoti, Mr. Dhawal Dalal, Ms. Pranavi Kulkarni, Mr. Amit Vora |
| Subscription | Daily | Daily (only Business Days) | Daily |
| Redemption | Two times a week (Monday & Thursday)... | Every Tuesday and Wednesday* of the week. *Next business day in case Tuesday and Wednesday is a non-business day. | Every Monday and Wednesday (next business day if Monday/Wednesday is non-business). |
| Risk Band | Level 1 | Level 3 | Level 1 |
| Exit Load | 0.50% if redeemed on or before 15 days; 0.25% if redeemed after 15 days but on or before 1 month; Nil after 1 month. | 1% if redeemed within 15 days; Nil thereafter. | 0.50% if units are redeemed/switched out on or before 90 days... |
| Portfolio | Equity , Nifty50 , 35.0% | Debt Instruments , Government Bonds , 35.0% | REITs/INVITs 20% | Cash 10% | Equity , Nifty50 , 25.0% | Debt Instruments , Government Bonds , 25.0% | Commodity , Gold Futures , 0.0% | REITs/INVITs 15.0% | Unhedged Equity Futures Short , Banking Sector , 10.0% | Unhedged Debt Futures Short , Pharma Sector , 15.0% | Cash 10% | Equity , Nifty50 , 25.0% | Debt Instruments , Government Bonds , 25.0% | REITs/INVITs 15.0% | Cash 10% |
| Min Investment | INR 10,00,000 | INR 10,00,000 | INR 10,00,000 |
Explore different types of Specialized Investment Funds available on our platform
Schemes primarily investing in equities with long-short strategies, sector focus, or market-cap exclusions.
Funds using bonds, credit instruments, and derivatives with sector-specific or long-short focus.
Strategies blending equity, debt, and alternative assets with long-short flexibility.
Specialized Investment Funds (SIFs) are SEBI-regulated products designed to offer strategy-based participation across equity, debt, and hybrid asset classes, with flexibility to take up to 25% unhedged short derivative exposure.
Introduced by SEBI under Mutual Fund Regulations, ensuring transparency and investor protection.
Combines equity, debt, and hybrid strategies to adapt across different market cycles.
Positioned alongside Mutual Funds, PMS, and AIFs for informed and experienced investors.
SIFs operate through clearly defined investment strategies managed by experienced professionals within a strict SEBI-regulated framework. They dynamically respond to market conditions using long positions, short positions, sectoral rotations, and asset allocation shifts across equity, debt, and hybrid assets.
In simple terms, SIFs buy when sentiment is strong, sell or hedge when prices may decline, and rebalance asset allocations to optimize performance across market cycles. Strategies may be open-ended, close-ended, or interval-based, each with distinct liquidity and redemption conditions documented transparently.
Blend equity, debt, and other instruments to balance growth with risk management.
Primarily invest in equities, using long-short exposure and sector rotation for higher growth potential.
Focus on fixed-income instruments, prioritizing capital preservation and steady income.
• Each strategy operates within SEBI’s defined risk and disclosure framework.
• Short exposure (up to 25%) refers to unhedged derivative positions.
• Liquidity and redemption terms vary by strategy structure.
SIFs serve as a strategic complement to Mutual Funds, PMS, and AIFs, empowering investors to navigate market cycles with confidence.
A SEBI-regulated, strategy-driven investment category offering equity, debt, and hybrid exposure with long-short flexibility.
Experienced investors who can commit a minimum of ₹10 lakh, understand market cycles, and accept moderate to high volatility.
₹10 lakh per PAN per AMC across all SIF strategies. Accredited investors may be exempt.
Liquidity varies by structure—open-ended, interval, or close-ended—with possible redemption notice periods up to 15 working days.
Market risk, credit risk, liquidity risk, and strategy execution risk.
SIFs offer greater strategic flexibility such as long-short exposure while remaining SEBI regulated.
"SIF 360 has greatly strengthened my capability as a Mutual Fund Distributor. Their tech-driven platform, reliable support & goal-oriented advisory tools help me deliver superior value to my clients. A dependable and forward-thinking partner for financial professionals."
"I had been hearing a lot about SIFs but didn’t know where to start. SIF360 made it extremely easy to learn, evaluate and invest. Their support team explained everything in simple language and helped me make my first SIF investment without any confusion. It’s the first time I feel my portfolio is actually being managed with a proper strategy."
"Using SIF360 has been a refreshing experience. I always found SIFs complicated, but the platform made everything simple from understanding strategies to comparing different funds. The team guided me patiently and helped me choose a long-short fund that fits my goals. I finally feel confident about managing my money with a clear strategy. Highly recommended"
"A satisfied customer of the QSIF Equity Long-Short Fund highly recommends SIF360 for their excellent service and guidance. The customer praised the team's invaluable support in helping them confidently transition into the stock market. Specifically, the clear explanations on fundamentals and stock selection helped the customer overcome initial hesitation and find a suitable investment strategy."
"SIF 360 has greatly strengthened my capability as a Mutual Fund Distributor. Their tech-driven platform, reliable support & goal-oriented advisory tools help me deliver superior value to my clients. A dependable and forward-thinking partner for financial professionals."
"I had been hearing a lot about SIFs but didn’t know where to start. SIF360 made it extremely easy to learn, evaluate and invest. Their support team explained everything in simple language and helped me make my first SIF investment without any confusion. It’s the first time I feel my portfolio is actually being managed with a proper strategy."
"Using SIF360 has been a refreshing experience. I always found SIFs complicated, but the platform made everything simple from understanding strategies to comparing different funds. The team guided me patiently and helped me choose a long-short fund that fits my goals. I finally feel confident about managing my money with a clear strategy. Highly recommended"
"A satisfied customer of the QSIF Equity Long-Short Fund highly recommends SIF360 for their excellent service and guidance. The customer praised the team's invaluable support in helping them confidently transition into the stock market. Specifically, the clear explanations on fundamentals and stock selection helped the customer overcome initial hesitation and find a suitable investment strategy."
"SIF 360 has greatly strengthened my capability as a Mutual Fund Distributor. Their tech-driven platform, reliable support & goal-oriented advisory tools help me deliver superior value to my clients. A dependable and forward-thinking partner for financial professionals."
"I had been hearing a lot about SIFs but didn’t know where to start. SIF360 made it extremely easy to learn, evaluate and invest. Their support team explained everything in simple language and helped me make my first SIF investment without any confusion. It’s the first time I feel my portfolio is actually being managed with a proper strategy."
"Using SIF360 has been a refreshing experience. I always found SIFs complicated, but the platform made everything simple from understanding strategies to comparing different funds. The team guided me patiently and helped me choose a long-short fund that fits my goals. I finally feel confident about managing my money with a clear strategy. Highly recommended"
"A satisfied customer of the QSIF Equity Long-Short Fund highly recommends SIF360 for their excellent service and guidance. The customer praised the team's invaluable support in helping them confidently transition into the stock market. Specifically, the clear explanations on fundamentals and stock selection helped the customer overcome initial hesitation and find a suitable investment strategy."
"SIF 360 has greatly strengthened my capability as a Mutual Fund Distributor. Their tech-driven platform, reliable support & goal-oriented advisory tools help me deliver superior value to my clients. A dependable and forward-thinking partner for financial professionals."
"I had been hearing a lot about SIFs but didn’t know where to start. SIF360 made it extremely easy to learn, evaluate and invest. Their support team explained everything in simple language and helped me make my first SIF investment without any confusion. It’s the first time I feel my portfolio is actually being managed with a proper strategy."
"Using SIF360 has been a refreshing experience. I always found SIFs complicated, but the platform made everything simple from understanding strategies to comparing different funds. The team guided me patiently and helped me choose a long-short fund that fits my goals. I finally feel confident about managing my money with a clear strategy. Highly recommended"
"A satisfied customer of the QSIF Equity Long-Short Fund highly recommends SIF360 for their excellent service and guidance. The customer praised the team's invaluable support in helping them confidently transition into the stock market. Specifically, the clear explanations on fundamentals and stock selection helped the customer overcome initial hesitation and find a suitable investment strategy."
"SIF 360 has greatly strengthened my capability as a Mutual Fund Distributor. Their tech-driven platform, reliable support & goal-oriented advisory tools help me deliver superior value to my clients. A dependable and forward-thinking partner for financial professionals."
"I had been hearing a lot about SIFs but didn’t know where to start. SIF360 made it extremely easy to learn, evaluate and invest. Their support team explained everything in simple language and helped me make my first SIF investment without any confusion. It’s the first time I feel my portfolio is actually being managed with a proper strategy."
"Using SIF360 has been a refreshing experience. I always found SIFs complicated, but the platform made everything simple from understanding strategies to comparing different funds. The team guided me patiently and helped me choose a long-short fund that fits my goals. I finally feel confident about managing my money with a clear strategy. Highly recommended"
"A satisfied customer of the QSIF Equity Long-Short Fund highly recommends SIF360 for their excellent service and guidance. The customer praised the team's invaluable support in helping them confidently transition into the stock market. Specifically, the clear explanations on fundamentals and stock selection helped the customer overcome initial hesitation and find a suitable investment strategy."
"SIF 360 has greatly strengthened my capability as a Mutual Fund Distributor. Their tech-driven platform, reliable support & goal-oriented advisory tools help me deliver superior value to my clients. A dependable and forward-thinking partner for financial professionals."
"I had been hearing a lot about SIFs but didn’t know where to start. SIF360 made it extremely easy to learn, evaluate and invest. Their support team explained everything in simple language and helped me make my first SIF investment without any confusion. It’s the first time I feel my portfolio is actually being managed with a proper strategy."
"Using SIF360 has been a refreshing experience. I always found SIFs complicated, but the platform made everything simple from understanding strategies to comparing different funds. The team guided me patiently and helped me choose a long-short fund that fits my goals. I finally feel confident about managing my money with a clear strategy. Highly recommended"
"A satisfied customer of the QSIF Equity Long-Short Fund highly recommends SIF360 for their excellent service and guidance. The customer praised the team's invaluable support in helping them confidently transition into the stock market. Specifically, the clear explanations on fundamentals and stock selection helped the customer overcome initial hesitation and find a suitable investment strategy."
"SIF 360 has greatly strengthened my capability as a Mutual Fund Distributor. Their tech-driven platform, reliable support & goal-oriented advisory tools help me deliver superior value to my clients. A dependable and forward-thinking partner for financial professionals."
"I had been hearing a lot about SIFs but didn’t know where to start. SIF360 made it extremely easy to learn, evaluate and invest. Their support team explained everything in simple language and helped me make my first SIF investment without any confusion. It’s the first time I feel my portfolio is actually being managed with a proper strategy."
"Using SIF360 has been a refreshing experience. I always found SIFs complicated, but the platform made everything simple from understanding strategies to comparing different funds. The team guided me patiently and helped me choose a long-short fund that fits my goals. I finally feel confident about managing my money with a clear strategy. Highly recommended"
"A satisfied customer of the QSIF Equity Long-Short Fund highly recommends SIF360 for their excellent service and guidance. The customer praised the team's invaluable support in helping them confidently transition into the stock market. Specifically, the clear explanations on fundamentals and stock selection helped the customer overcome initial hesitation and find a suitable investment strategy."
"SIF 360 has greatly strengthened my capability as a Mutual Fund Distributor. Their tech-driven platform, reliable support & goal-oriented advisory tools help me deliver superior value to my clients. A dependable and forward-thinking partner for financial professionals."
"I had been hearing a lot about SIFs but didn’t know where to start. SIF360 made it extremely easy to learn, evaluate and invest. Their support team explained everything in simple language and helped me make my first SIF investment without any confusion. It’s the first time I feel my portfolio is actually being managed with a proper strategy."
"Using SIF360 has been a refreshing experience. I always found SIFs complicated, but the platform made everything simple from understanding strategies to comparing different funds. The team guided me patiently and helped me choose a long-short fund that fits my goals. I finally feel confident about managing my money with a clear strategy. Highly recommended"
"A satisfied customer of the QSIF Equity Long-Short Fund highly recommends SIF360 for their excellent service and guidance. The customer praised the team's invaluable support in helping them confidently transition into the stock market. Specifically, the clear explanations on fundamentals and stock selection helped the customer overcome initial hesitation and find a suitable investment strategy."
