SEBI Regulated Category · Launched 2025

What are SIFs?

Specialized Investment Funds are a new SEBI regulated investment category launched in 2025, positioned between traditional mutual funds and more sophisticated investment approaches. Designed exclusively for serious investors with a minimum of ₹10 Lakhs, SIFs represent a new generation of regulated strategies in India.

Unlike conventional mutual funds, SIFs allow greater flexibility through strategies such as hedging, tactical allocation, long-short investing, and dynamic exposure management. They are a worthy addition to any sizeable portfolio seeking institutional-grade returns across market cycles.

At SIF Edge, we help investors evaluate SIFs through research-backed analysis and product comparison, helping identify strategies aligned with their investment objectives and risk profile.

SEBIRegulated Category
₹10LMinimum Investment per AMC per PAN
2025Year Launched
HNITarget Investors

Why ChooseSIFs?

Specialized Investment Funds are a new SEBI regulated category that bridges the gap between mutual funds and PMS. They offer institutional-grade strategies with greater flexibility, starting at Rs 10 Lakhs.

Strategy Types Available in SIFs

Equity Long-ShortTakes both long and short exposure in equities to profit in rising and falling markets
Equity Ex-Top 100 Long-ShortFocuses beyond large-cap stocks with long-short flexibility for higher alpha potential
Sector Rotation Long-ShortDynamically allocates across sectors based on macro and market conditions
Debt Long-ShortUses duration and interest-rate positioning in debt markets for consistent returns
Hybrid Long-ShortCombines equity and debt exposure with hedging flexibility across market cycles
Active Asset Allocator Long-ShortDynamically shifts allocation across asset classes based on prevailing opportunities
Sectoral Debt Long-ShortLong-short Positions across fixed income instruments. Minimum 2 sectors (Max 75% in one)

Who Should Invest?

HNI Investors

Minimum Rs 10 Lakhs ticket size, serious about long-term wealth creation through sophisticated strategies.

Business Owners

Looking to deploy surplus capital in sophisticated strategies that go beyond standard equity and debt products.

Working Professionals

Seeking institutional-grade fund management and alpha generation beyond what mutual funds can offer.

Why CoreWealth + SIF Edge?

With distribution experience since 1999 and a deep understanding of India's evolving investment landscape, CoreWealth brings you exclusive access to SEBI regulated SIFs. We are not just a distributor; we are your long-term investment partner.

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