Market Neutral
Long-short strategies aim to generate returns regardless of market direction
Risk Managed
Short positions provide downside protection during market corrections
Alpha Focused
Professional managers seek alpha through stock selection and timing
SIF Investment Strategies
SEBI-approved investment strategies under the Specialized Investment Fund framework, offering sophisticated approaches previously available only to institutional investors.
How Long-Short Strategies Work
Long Position
Buy securities expected to rise in value. Profit when prices increase.
Short Position
Take derivative positions to profit from declining prices. Max 25% exposure.
The Result: By combining both positions, fund managers can generate returns in any market condition — whether markets go up, down, or sideways. This reduces overall portfolio risk while seeking alpha.
Equity Strategies
Equity Long-Short Fund
Minimum 80% in equity with up to 25% short exposure through unhedged derivatives for market-neutral returns.
Key Characteristics
- Min. 80% in equity & equity-related instruments
- Max. 25% short exposure via derivatives
- Daily redemption frequency available
Redemption
Daily or lesser
Min. Investment
₹10 Lakhs
Equity Ex-Top 100 Long-Short Fund
Focus on mid & small-cap stocks (excluding top 100) with strategic short positions for higher growth potential.
Key Characteristics
- Min. 65% in stocks outside top 100 by market cap
- Max. 25% short exposure via derivatives
- Targets mid & small-cap opportunities
Redemption
Daily or lesser
Min. Investment
₹10 Lakhs
Sector Rotation Long-Short Fund
Dynamic allocation across maximum 4 sectors with ability to short entire sectors for tactical positioning.
Key Characteristics
- Min. 80% in max 4 sectors
- Max. 25% short exposure at sector level
- Short positions cover all stocks in a sector
Redemption
Daily or lesser
Min. Investment
₹10 Lakhs
Debt Strategies
Debt Long-Short Fund
Investment in debt instruments across duration with unhedged short exposure through exchange traded debt derivatives.
Key Characteristics
- Investment across debt duration spectrum
- Short exposure via exchange traded debt derivatives
- Interval investment strategy structure
Redemption
Weekly or lesser
Min. Investment
₹10 Lakhs
Sectoral Debt Long-Short Fund
Sector-focused debt investment across minimum 2 sectors with ability to short entire sectors for tactical positioning.
Key Characteristics
- Min. 2 sectors, max 75% in single sector
- Max. 25% short exposure at sector level
- Short positions cover all sector instruments
Redemption
Weekly or lesser
Min. Investment
₹10 Lakhs
Hybrid Strategies
Active Asset Allocator
Dynamic allocation across equity, debt, REITs/InVITs, and commodity derivatives with tactical short exposure.
Key Characteristics
- Dynamic investment across multiple asset classes
- Includes equity, debt, derivatives, REITs/InVITs
- Max. 25% short exposure via derivatives
Redemption
Twice weekly or lesser
Min. Investment
₹10 Lakhs
Hybrid Long-Short Fund
Balanced exposure to both equity and debt with strategic short positions across both asset classes.
Key Characteristics
- Min. 25% in equity instruments
- Min. 25% in debt instruments
- Max. 25% short exposure in equity & debt
Redemption
Twice weekly or lesser
Min. Investment
₹10 Lakhs
As per SEBI Circular No. SEBI/HO/IMD/IMD-PoD-1/P/CIR/2025/26 dated February 27, 2025. Minimum investment threshold of ₹10 Lakhs across all SIF strategies (PAN level). Investment in SIFs involves risks. Past performance is not indicative of future results.