Specialized Investment Funds
PMS-like strategies at ₹10 Lakhs. Long-short equity, derivatives strategies, and more — within the regulated mutual fund framework. The bridge between MF and PMS.
₹10L
Minimum Investment
15+
SIF Schemes
1 Year
Review Cycle
Zero
Advisory Fee
What is SIF?
Specialized Investment Funds (SIFs) are a new category introduced by SEBI effective April 1, 2025, designed to bridge the gap between traditional mutual funds and Portfolio Management Services. SIFs operate within the regulated mutual fund framework but offer strategies previously available only to PMS and AIF investors.
SIFs can employ sophisticated strategies like long-short equity (profiting from both rising and falling stocks), use derivatives for hedging and portfolio construction, and offer flexible asset allocation. All this while maintaining mutual fund-level transparency, regulation, and liquidity.
The minimum investment is ₹10 Lakhs — significantly lower than PMS (₹50L) and AIF (₹1Cr). This makes institutional-grade strategies accessible to a broader investor base.
SIF Strategies
Equity Long-Short
Take both long and short positions in equities. Aims to generate returns regardless of market direction by profiting from both rising and falling stocks.
Hybrid Investment
Flexible allocation between equity and debt with ability to use derivatives for hedging. Most popular SIF strategy category.
Equity-Oriented
Primarily equity focused with flexibility to use derivatives for risk management. Higher equity exposure than hybrid strategies.
Why Post9 for SIF
Access to 15+ SIF Schemes
We provide access to all SEBI-registered SIF schemes. From Edelweiss Altiva to SBI Magnum — choose from the complete universe of strategies.
Research-Driven Selection
We evaluate SIFs based on strategy execution, risk-adjusted returns, drawdown management, and alignment with your portfolio needs.
Zero Advisory Fee
No charges from our side. SIFs operate like mutual funds with expense ratios built into the NAV — no additional fees from Post9.
Annual Portfolio Reviews
SIF strategies are sophisticated. We conduct annual reviews to assess performance, strategy drift, and whether rebalancing is needed.
Transparent Pricing
SIF Access
We charge nothing for facilitating SIF access. SIFs operate under the mutual fund framework with expense ratios built into the NAV — no additional layer of fees from Post9.
- Access to all SIF schemes
- Research-driven strategy selection
- Annual portfolio reviews
- Dedicated relationship manager
SIF vs Other Options
| Feature | SIF | PMS | Mutual Funds | AIF |
|---|---|---|---|---|
| Minimum Investment | ₹10 Lakhs | ₹50 Lakhs | ₹100 (SIP) | ₹1 Crore |
| Short Selling | Yes | No | No | Cat III only |
| Derivatives | Yes | Limited | Very limited | Yes |
| Lock-in | None | None | None (most) | 1-3 years |
| Regulation | MF framework | PMS regulations | MF regulations | AIF regulations |
| Liquidity | High (T+3) | Medium | High (T+1 to T+3) | Low |
| Fee Structure | Expense Ratio | Fixed + Perf | Expense Ratio | 2/20 typical |
SIF Schemes We Offer
Access to 15+ SIF schemes across AMCs
Frequently Asked Questions
Risk Disclosure: SIFs are sophisticated investment products suitable for informed investors. Long-short and derivative strategies carry unique risks including potential for losses in both rising and falling markets. Minimum investment is ₹10 Lakhs as per SEBI regulations. Please read all scheme documents carefully before investing.
Ready for Institutional-Grade Strategies?
Get a tailored SIF recommendation based on your investment goals, risk appetite, and portfolio requirements.
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