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Special Investment Fund (SIF)

Access Innovative Opportunities Through Special Investment Fund Strategies

A SIF Fund (Special Investment Fund) is a category of investment strategy offered by asset management companies (AMCs) that combines long and short positions in equity, debt, or a mix of both. Unlike traditional mutual funds that mostly invest in one direction (buy and hold), SIF Funds allow fund managers to dynamically invest in opportunities—buying (going long) when they see potential, and selling (going short) when they expect a decline. This helps in capturing returns in both rising and falling markets. In short, a SIF Fund is a flexible, actively managed, and strategy-driven investment approach for investors looking beyond the usual mutual fund options.

Specialized Investment Strategies
Opportunity Driven Investments
Emerging Sector Exposure
Diversified Alternative Assets
Professional Fund Management
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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 Oriented Investment Strategies
  • Equity Long-Short Fund
  • Equity Ex-Top 100 Long-Short Fund
  • Sector Rotation Long-Short Fund
Debt Oriented Investment Strategies
  • Debt Long-Short Fund
  • Sectoral Debt Long-Short Fund
Hybrid Investment
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.

Debt LongShort Fund
  • 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
Sectoral Debt LongShort Fund
  • 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.

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.

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