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Special Investment Fund
WHY INVEST IN SIFs WITH ALTPORTFUNDS?
Focus. Expertise. Precision.
SIFs allow investors to go beyond generic market exposure and target sectoral, thematic or niche investment strategies.
AltPortFunds simplifies access by curating SEBI-registered SIFs that are rigorously evaluated for strategy clarity, fund manager expertise, and performance potential.
What Sets Us Apart:
Access to SIFs across equity, debt, real estate, and alternative sectors
Independent research and comparative evaluation of fund strategies
Personalized recommendations aligned to your portfolio objectives
Full support for onboarding, documentation, and monitoring
Ongoing insights and reporting for informed decision-making
Precision investing for discerning investors, where strategy meets opportunity.
WHAT ARE SIF CATEGORIES AND SUB CATEGORIES
At AltPortFunds, we offer curated access to SEBI-registered SIFs, strategically designed across equity, debt and hybrid strategies to deliver focused, high-conviction investment opportunities.
Broadly SEBI has defined 3 categories and 7 sub categories for SIF offerings
Equity-Oriented Strategies
Focused on equity and equity-related instruments, these strategies aim to capitalize on market movements using long and short positions.
Sub-Categories:
- Equity Long-Short Fund: Balanced long and short positions for hedged equity exposure.
- Equity Ex-Top 100 Long-Short Fund: Targeting stocks outside the top 100 by market capitalization.
- Sector Rotation Long-Short Fund: Rotates investments across sectors based on market outlook.
Debt-Oriented Strategies
Invest in debt instruments while using long and short positions to manage interest rate and credit risks.
Sub-Categories:
- Debt Long-Short Fund: Navigates interest rate fluctuations with long and short debt positions.
- Sectoral Debt Long-Short Fund: Targets specific sectors’ debt securities for optimal returns.
Hybrid Investment Strategies
Combine equity, debt and derivatives for dynamic allocation and long-short strategies to achieve balanced risk and return.
Sub-Categories:
- Active Asset Allocator Long-Short Fund: Dynamically shifts allocations across asset classes to enhance returns.
- Hybrid Long-Short Fund: Balances equity and debt exposure using long-short strategies.
Each SIF is carefully vetted for strategy clarity, governance and fund manager expertise, ensuring alignment with your portfolio and financial goals.
OUR ADVISORY APPROACH
At AltPortFunds, SIFs are not just products, they are strategic building blocks for sophisticated portfolios.
Research-Led Selection
Evaluation of fund mandate, historical performance, and manager expertise.
Risk & Goal Alignment
Mapping SIFs to investor risk profiles and wealth objectives.
Portfolio Integration
Ensuring that specialized exposures complement your broader holdings.
Ongoing Oversight
Regular updates and performance insights for informed decision-making.
We make specialized investing intelligible, accessible and goal-oriented.
THE ROLE OF SIFs IN A MODERN PORTFOLIO
SIFs allow investors to target niche opportunities, reduce portfolio correlation and achieve differentiated returns.
They are particularly useful for:
High-conviction sectoral or thematic bets
Access to opportunities unavailable in mutual funds or public markets
Portfolio diversification with controlled risk
Integration with PMS, MF, or AIF allocations
Specialized Investment Funds are the bridge between conventional investing and strategic, high-impact allocation.
Key Highlights of SIF Funds
Minimum Investment Threshold
₹10 lakh per investor at the PAN level (exclusive to SIF, not applicable to regular mutual fund schemes).
Systematic Options Available
Choose from SIP (Systematic Investment Plan), SWP (Systematic Withdrawal Plan), or STP (Systematic Transfer Plan).
Redemption
Flexibility
Varies across strategies – from daily to bi-weekly redemptions.
Diversified
Strategies
Access to equity, debt, and hybrid allocations with measured short exposures through derivatives.
SIF Investment Strategies
- Equity Long-Short Fund
- Equity Ex-Top 100 Long-Short Fund
- Sector Rotation Long-Short Fund
- Debt Long-Short Fund
- Sectoral Debt Long-Short Fund
Strategies
- Active Asset Allocator Long-Short Fund
- Hybrid Long-Short Fund
Equity Oriented Investment Strategies
Designed for investors seeking equity exposure with the flexibility to hedge risks through short positions.
Equity Long
-Short Fund
- Minimum 80% in listed equity and equity-related instruments
- Up to 25% short exposure via unhedged equity derivatives
- Type: Open-ended or interval strategy
- Redemption: Daily or as defined by AMC
Equity Ex-Top 100
Long-Short Fund
- Minimum 80% in listed equity and equity-related instruments
- Up to 25% short exposure via unhedged equity derivatives
- Type: Open-ended or interval strategy
- Redemption: Daily or as defined by AMC
Sector Rotation
Long-Short Fund
- Minimum 80% in listed equity and equity-related instruments
- Up to 25% short exposure via unhedged equity derivatives
- Type: Open-ended or interval strategy
- Redemption: Daily or as defined by AMC
Debt Oriented Investment Strategies
Strategic allocation across duration and sectors in debt, with tactical short positioning.
- Investment across durations in debt instruments
- Includes short positions through debt derivatives
- Type: Interval strategy
- Redemption: Once a week or more frequently, as defined by AMC
- Exposure to at least two debt sectors; max 75% in any one
- Short exposure capped at 25% per sector
- Type: Interval strategy
- Redemption: Once a week or more frequently
Hybrid Investment Strategies
For those who seek the best of both worlds—equity and debt—plus access to alternative assets.
Active Asset Allocator LongShort Fund
- Dynamically invests across equity, debt, derivatives, REITs/InVITs, and commodities
- Short exposure up to 25% in permitted instruments
- Type:Interval strategy
- Redemption: Twice a week or more frequently
Hybrid LongShort Fund
- Minimum 25% each in equity and debt instruments
- Up to 25% short exposure in both equity and debt
- Type: Open-ended or interval strategy
- Redemption: Daily or as defined by AMC
Hybrid Investment Strategies
| Strategy Type | Fund Name | Redemption Frequency |
|---|---|---|
| Equity Oriented | All Three Variants | Daily or as defined by AMC |
| Debt Oriented | Debt & Sectoral Debt Long–Short | Weekly or as defined by AMC |
| Hybrid Strategies | Active Asset Allocator & Hybrid Fund | Twice a week or more |
Who Should Opt for SIF?
- High Net-Worth Individuals (HNIs)
- Market-savvy individuals
- Diversified portfolio builders
- Risk-managed growth seekers
- Flexible redemption seekers
- Beyond-the-ordinary investors
Minimum Investment Requirement
To ensure meaningful participation, a minimum investment of ₹10 lakh is required across all SIF strategies at the PAN level. This threshold does not apply to regular mutual fund schemes managed by the same AMC.
Systematic Investment Options
SIF funds offer structured investment flexibility:
- SIP (Systematic Investment Plan): Invest at regular intervals
- SWP (Systematic Withdrawal Plan): Withdraw periodically
- STP (Systematic Transfer Plan): Seamlessly shift between strategies
Note: These plans are available only if the investor meets the ₹10 lakh minimum investment threshold.
"FAQs"
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What makes SIF Fund strategies different from regular mutual funds?
SIF Funds allow for long and short positions in both equity and debt, giving fund managers more flexibility to navigate different market conditions.
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Can I invest in multiple SIF strategies under the same AMC?
Yes! You can choose to invest across multiple equity, debt, or hybrid strategies, as long as your total investment meets the ₹10 lakh minimum across all strategies combined.
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Is there a minimum lock-in period for SIF Funds?
No, there’s no lock-in. You can redeem your investments as per the frequency set by each strategy—daily, weekly, or twice a week.
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Are SIF strategies professionally managed?
Yes. Each fund is managed by experts who actively adjust allocations and manage risks using a mix of long and short strategies.
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Can I start a SIP in a SIF strategy?
Yes, Systematic Investment Plans (SIPs) are available, making it easier to invest regularly while meeting the ₹10 lakh combined investment requirement.
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Do I have to invest in stocks directly?
No. The fund does that for you. Whether it’s equity, debt, or a mix, you don’t have to pick or manage investments yourself—the professionals do it all.
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Can I invest in mid and small-cap stocks through SIF?
Yes. The Equity Ex-Top 100 Long-Short Fund specifically targets stocks outside the top 100, focusing on mid and small-cap opportunities.
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What if I want exposure across different asset classes?
You can choose the Active Asset Allocator Long-Short Fund, which dynamically invests across equity, debt, REITs/InVITs and even commodities.
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Do I have the option to reduce my investment risk in SIF?
Yes. SIF strategies include short exposure limits (up to 25%) which allow fund managers to hedge positions and manage downside risks effectively.
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Is sector-specific investing possible within SIF strategies?
Yes. The Sector Rotation Long-Short Fund (equity) and Sectoral Debt Long-Short Fund (debt) allow investments in specific sectors with sector-wide shorting strategies—offering unique tactical opportunities.
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