India’s investment landscape has witnessed significant evolution, with SEBI introducing Specialised Investment Funds (SIFs) to offer greater flexibility and advanced investment strategies while maintaining regulatory oversight. Positioned between Mutual Funds and Portfolio Management Services, SIFs cater to high-net-worth and institutional investors seeking diverse portfolio management options. This article explores the key features, eligibility criteria, investment strategies, and regulatory framework governing SIFs. The key highlights include:
‣ Bridging the Gap – SIFs fill the space between Mutual Funds & PMS by offering structured yet flexible investment options
‣ Advanced Investment Strategies – Includes long-short equity, sectoral rotation & hybrid asset allocation
‣ Eligibility Criteria – Requires a minimum investment of ₹10 lakh, with exemptions for accredited investors
‣ Investment Strategies – Covers equity, debt & hybrid long-short funds tailored for sophisticated investors
