A Specialised Investment Fund (SIF) is a new investment product introduced in India for investors who want more flexibility than traditional mutual funds but do not wish to commit the ₹50 lakh minimum required for Portfolio Management Services (PMS).
SIF is a Bridge Between MF & PMS. SIFs offer more flexibility than mutual funds (such as taking short positions) but operate within a structured, regulated framework.
- Key Features of SIF
- SEBI-registered and regulated
- Higher risk than mutual funds
- Flexible investment strategies
- Suitable for Investors Seeking advanced yet tax-efficient strategies
|
Feature |
MF (Mutual Fund) |
SIF (Specialized Investment Fund) |
|
Target Investors |
First time to long-term investors |
Investors Seeking advanced yet tax-efficient strategies |
|
Minimum Investment |
₹5000 (Lumpsum) |
₹10 Lakh (Across SIF Strategies) |
|
Structure |
Pooled, SEBI-regulated investment vehicle |
Hybrid between MF & PMS & AIF |
|
Liquidity |
High (Daily NAV) |
Moderate/Flexible |
|
Strategy |
Diversified |
Long-Short/Thematic |
|
Expense Ratio |
Max at 2.25% (Eq) and 2% (Debt) |
Max at 2.25% (Eq) and 2% (Debt) |
|
Leverage |
NA |
NA |
|
Derivatives |
Only for Hedging |
Naked shorts upto 25% + Hedging |
- Minimum investment is 10 lakhs
For more details , you may feel free to contact Pentad Securities Private Limited or call us @808 907 4445
To open account –
👉Click on https://kyc.pentadsecurities.com/pentad/individual_new
Download our Trading application from Play store – Pen by Pentad
Download our Mutual fund application from Play store- Box by Pentad