“Now, your investments don’t have to wait for the market to rise.”
SEBI’s Specialised Investment Funds: Simpler, Smarter, and Made for Modern Investors.
I’m now authorised by SEBI-AMFI to help you explore and invest in these newly introduced funds (SIFs), aligning them with your goals, risk appetite, and long-term strategy.
Let’s understand more about these specialised funds:
Here’s what makes them interesting 👇
Unlike traditional mutual funds that rely mainly on rising markets, SIFs allow tactical moves such as:
✅ Shorting, hedging, and dynamic asset allocation, so your portfolio stays active even in volatile/flat phases.
✅ Short positions up to 25% of fund value, giving fund managers the freedom to act with conviction rather than sitting on cash.
✅ Smarter tax structure, gains from short positions are treated as capital gains (not business income like in AIFs).
✅ Managed by SEBI-approved AMCs and seasoned professionals who meet higher eligibility standards, best positioned to navigate complexity and spot opportunities.
✅ Minimum investment of ₹10 lakh
Examples of SIF strategies:
✅ Equity Long-Short Fund:
Invests mainly in equities (80%+), using up to 25% for shorting. Think of it as a smarter Flexi Cap Fund, protecting and growing capital through all cycles.
✅ Equity Ex-Top 100 Long-Short Fund:
Focuses on mid & small caps with defensive agility, can short to hedge against downside without missing growth opportunities.
✅ Sector Rotation Long-Short Fund:
Targets up to 4 key sectors; if one turns weak, managers can short the sector itself, offering stronger downside protection.
These funds are built to find opportunities with precision and an edge, combining flexibility, governance, and innovation. These funds can generate returns even if the markets are undergoing a correction.
Ready to explore these funds? Kindly call me at 7341137190 or book a 20-minute session with me at https://calendly.com/rakeshgoyal. It’s free and confidential.