by SBI Mutual Fund
India's first professionally managed hybrid long-short fund that generates income while protecting your downside—designed for sophisticated investors seeking superior risk-adjusted returns.
A unique combination of income generation, growth, and downside protection
Simultaneously buy in spot market and sell in futures to lock in spreads
Write call options against holdings to earn premium income
Dividend, merger, buyback, and special situation opportunities
Fundamental analysis for stock selection across market caps
Top-down sector allocation based on growth outlook
35-75% in equity and equity-related instruments
Up to 25% in short futures, puts, and spreads
Returns from expected price declines in specific sectors
Tactical positioning based on market outlook
Strategic allocation across asset classes for optimal risk-adjusted returns
| Asset Class | Min % | Max % |
|---|---|---|
| Hedged Equity (Arbitrage, Covered Calls) | 0% | 75% |
| Short Derivatives | 0% | 25% |
| Debt & Money Market | 25% | 35% |
| REITs/InvITs | 0% | 10% |
| Overseas Securities | 0% | 35% |
How the fund is designed to perform across different market conditions
Arbitrage + covered calls + debt interest generate returns even when markets don't move
Participates in upside while covered calls and shorts slightly cap gains
Short positions + arbitrage + debt cushion the fall and generate positive returns
This fund is designed for sophisticated investors with specific investment profiles
Head - SIF Equity
SBI Funds Management Limited
Only hybrid fund combining arbitrage, covered calls, and tactical shorts
Up to 25% short positions cushion market falls with premium income buffer
Regular income from arbitrage and covered calls plus capital appreciation
Fund manager with hedge fund background and 19+ years experience
Backed by India's largest mutual fund house with 30+ years legacy
Twice-weekly redemptions plus exchange listing for intraday trading
Important Risk Disclosure
Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Past performance may or may not be sustained in the future. There is no assurance that the investment objective will be achieved. Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.