SPECIALIZED INVESTMENT FUND (SIF)

A Sophisticated Investment Vehicle for Informed Investors

A Specialized Investment Fund (SIF) is designed for high-net-worth, institutional, and accredited investors seeking exposure to specialized strategies, alternative assets, and advanced portfolio construction approaches beyond traditional mutual funds.

Sophisticated strategies
Higher risk tolerance
Regulated structure
Long-term capital focus

Fund Objectives

  • • Primary objective: Long-term capital appreciation
  • • Secondary objective: Portfolio diversification & risk management
  • • Returns are market-linked and non-guaranteed; performance may be volatile

Investment Strategy

Active management with tactical asset allocation
Sectoral and thematic exposure based on macro trends
Use of derivatives strictly for hedging or efficient execution
Geographic diversification including global opportunities

Asset Classes Covered

Equity & equity-linked instruments
Debt & fixed income securities
Private equity & unlisted opportunities
Real assets & structured products
Derivatives (hedging / leverage)

Fund Structure

• Structure: Close-ended / Open-ended (as applicable)

• Minimum Investment: ₹X Crores

• Lock-in Period: As per scheme terms

• Subscription & Redemption: Periodic windows

Risk Factors & Disclosures

  • • Market risk & performance volatility
  • • Liquidity and concentration risk
  • • Credit & counterparty risk
  • • Regulatory and operational risk

⚠️ Returns are not guaranteed. Investments are subject to market risks.

Regulatory & Compliance Information

  • • Registered with applicable regulatory authority
  • • Custodian, trustee & auditor appointed
  • • Independent valuation and audit policies followed

Fund Management Team

Fund Manager Name

Experience: 15+ years

Fund Manager Name

Experience: 15+ years

Fund Manager Name

Experience: 15+ years