SIF

Bridging the space between traditional Mutual Funds and PMS.

SIFs allow eligible Asset Management Companies to offer specialized investment strategies with greater flexibility across permitted securities, asset classes and derivative positions. Depending on the strategy, portfolios may use long and limited short exposures, dynamic asset allocation or other permitted techniques.

Familyshield Wealth Private Limited is an AMFI Registered Mutual Fund & SIF Distributor. Our role is to help investors understand available SIF offerings, strategy characteristics, risk disclosures, investment thresholds and applicable documentation.

  • Access to differentiated investment strategies beyond conventional mutual fund structures.
  • Possibility of long and limited short exposures through permitted derivative instruments.
  • Regulated framework with prescribed disclosures, risk bands and investment strategy documents.
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Key Features

What makes SIF different?

SIFs offer a more specialized investment structure while operating within the regulated fund-management ecosystem.

Flexible Investment Strategies

Strategies may use a broader set of permitted investment techniques and asset allocation approaches compared with conventional mutual fund schemes.

Long & Limited Short Exposure

Applicable strategies may take limited short exposure through permitted derivatives, subject to the strategy mandate and regulatory limits.

Multiple Asset Classes

Depending on the strategy, investments may span equity, debt, derivatives and other permitted asset classes within prescribed limits.

Regulated Framework

SIFs operate under the applicable SEBI mutual fund framework with prescribed investment, disclosure, valuation and risk requirements.

Risk Band Disclosure

Investment strategies carry risk-band disclosures to help investors understand the relative risk associated with the strategy.

Detailed Strategy Documents

Investors can review Investment Strategy Information Documents, portfolio disclosures and other scheme-related information before investing.

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