Specialised Investment Funds (SIFs)

The Specialized Investment Fund (SIF) is a groundbreaking new asset class introduced by SEBI. It is designed as a “bridge” product to fill the gap between traditional Mutual Funds (low entry, high regulation) and Portfolio Management Services (PMS) or Alternative Investment Funds (AIFs) (high entry, high flexibility).
What makes SIFs different?

While SIFs are regulated under the Mutual Fund Regulations, they operate with significantly more freedom than your standard equity or debt fund.

  • The “Middle Ground”: It offers strategies that were previously only available in PMS (minimum ₹50 lakh) or AIFs (minimum ₹1 crore), but at a more accessible entry point.
  • Active Shorting: Unlike regular mutual funds, SIFs can take unhedged short positions (up to 25% of the portfolio) using derivatives to profit even when markets fall.
  • Pooled Structure: Unlike PMS, which manages individual accounts, SIFs pool money like a mutual fund, making them more operationally efficient.
Designed for seasoned investors, SIFs offer enhanced portfolio flexibility by allowing sophisticated permitted strategies such as :
Category Specific Strategy
Equity-Oriented Equity Long-Short Fund
Equity Ex-Top 100 Long-Short Fund
Sector Rotation Long-Short Fund
Debt-Oriented Debt Long-Short Fund
Sectoral Debt Long-Short Fund
Hybrid Active Asset Allocator Long-Short Fund
Hybrid Long-Short Fund

Our SIF Partners

  • Quant Mutual Fund (qSIF)
  • Edelweiss Mutual Fund (Altiva SIF)unhedged short positions
  • SBI Mutual Fund (Magnum SIF)
  • Bandhan Mutual Fund (Arudha SIF)
  • Tata Mutual Fund (Titanium SIF)
  • ICICI Prudential Mutual Fund (iSIF)
Interested

“Good Ethics is Good Business”

At Epsilon, we believe that we should let you dream – leave the tension of how you will plan finance for those dreams to us. We are here to help you and guide you, every step of the way. By always doing the right thing. By gauging your risk profile, investment horizon and recommending products accordingly. By doing what is best for you to achieve your goals.

Get in Touch

Mumbai HQ

Unit No. 101, 1st Floor, Simba Towers, CTS no. 67-A/1, Goregaon, Mumbai - 400063

ARN- 243441
Epsilon CIN No: U67190MH2022PTC377576
Epsilon Money Investment Management Pvt. Ltd CIN No: U67100MH2022PTC377409
IRDAI Registration Number: CA0866
Corporate Agent (Composite)