Specialized Investment Funds – “Next-Gen Investing”
What are Specialised Investment Funds (SIFs)?
Specialised Investment Funds (SIFs) are a new category of investment funds introduced under SEBI’s mutual fund regulations to bridge the gap between traditional mutual funds and Portfolio Management Services (PMS) or Alternative Investment Funds (AIFs).
They are designed for investors seeking greater flexibility, dynamic strategies, and enhanced risk management, while still enjoying the tax efficiency and regulatory transparency of mutual funds.
SIFs can use advanced techniques like long-short positioning, hedging, derivatives, and tactical asset allocation — allowing them to generate returns in both rising and falling markets. These funds can dynamically adjust exposure across equities, debt, and other instruments based on market conditions, aiming for lower volatility and smoother long-term performance.
At Platizio, we help investors understand which SIF strategies — such as Equity Long-Short, Hybrid Long-Short, or Active Asset Allocator Funds — align best with their risk profile and financial goals. The goal is simple: to offer institutional-grade investment strategies in a mutual-fund-like framework that’s more accessible and efficient.
Why Choose SIFs?
Who is Eligible to Invest?
Who is Eligible to Invest?
SIFs bring together the best of both worlds — the structure and taxation benefits of mutual funds and the strategic flexibility of PMS and AIFs. They allow investors to manage risk actively through hedging and short positions, offering the potential to earn returns even during market corrections.
By diversifying across multiple strategies and asset classes, SIFs help create balanced, all-weather portfolios that can adapt to changing market cycles. Investors benefit from professional management, daily transparency, and lower costs, making SIFs a smart choice for those seeking stability and growth in one product.
Who is Eligible to Invest?
Who is Eligible to Invest?
Who is Eligible to Invest?
Any investor with a minimum investment of ₹10 lakh can invest in a SIF. This investment can also be distributed across multiple SIF strategies within the same mutual fund house, offering flexibility and portfolio diversification.
SIFs are ideal for experienced investors, professionals, and HNIs looking to optimize portfolio performance while keeping their investments regulated and tax-efficient. Through Platizio, investors gain direct guidance in understanding each strategy’s design, objective, and suitability before investing.
Funds We Distribute
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