AMFI Registered Mutual Fund & SIF DistributorARN-302730

Specialized Investment Fund

SEBI's new asset class between mutual funds and PMS, with a minimum of Rs 10 lakh per PAN.

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A new asset class for experienced investors

A Specialized Investment Fund (SIF) is an asset class introduced by SEBI, effective from April 2025, that sits between mutual funds and Portfolio Management Services. SIFs are offered by eligible AMCs and can use strategies that regular mutual fund schemes cannot, such as long-short positions and wider use of derivatives.

We are an AMFI registered distributor for both mutual funds and SIFs under the same ARN. We share the Investment Strategy Information Document (ISID) and explain the risk-band of each strategy, so you can decide whether a SIF fits your requirement and risk appetite.

Specialized Investment Fund

What we help with

Here is what this service covers when you work with us.

  • Equity long-short and sector rotation strategies
  • Hybrid and asset allocator strategies
  • Debt long-short strategies
  • ISID and risk-band explained before you invest
  • Subscription, redemption and switch processing
  • Statements and folio servicing

How it works

From your first call to every service request after that.

01

Connect with us

Call, WhatsApp or visit our Bhopal office to tell us what you are looking for.

02

Complete KYC

We help with KYC, risk profile and account documentation for each product.

03

Choose and invest

Review scheme or policy documents we share, then decide and transact.

04

Ongoing service

Statements, service requests, renewals and periodic reviews, handled by us.

Points to keep in mind

  • The minimum investment is Rs 10 lakh per investor at PAN level across all strategies of a SIF; this does not apply to accredited investors and is separate from your mutual fund investments.
  • SIF strategies may use derivatives and short positions, which can increase both gains and losses. They are meant for investors who understand these risks.
  • Each strategy carries a risk-band from Level 1 to Level 5 instead of the mutual fund risk-o-meter. Read the risk-band and the ISID carefully.
  • Subscription and redemption frequency, notice periods and exit loads differ from mutual fund schemes.
  • SIFs are distinct from mutual fund schemes of the same AMC and are branded separately.
Disclosure: Specialized Investment Funds are offered by AMCs under SEBI's SIF framework. Investments are subject to market risks; read the Investment Strategy Information Document and the risk-band of the strategy carefully. The minimum investment is Rs 10 lakh per PAN, other than for accredited investors. The Investments Hub is an AMFI registered Mutual Fund and SIF Distributor (ARN-302730). Information on this page is for general awareness and is not a recommendation to buy or sell any product.

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Talk to us about your goals

Call or WhatsApp us between 10:00 AM and 8:00 PM, or visit our office in Sonagiri, Bhopal.