Types of SIFs

Specialized Investment Funds (SIFs) are categorized into three main types: Equity-Oriented, Debt-Oriented, and Hybrid, with specific strategies available within each category, such as Equity Long-Short, Debt Long-Short, and Hybrid Long-Short funds. These funds allow for both long and short positions in underlying assets and derivatives, enabling them to profit in both rising and falling markets. 

Equity-Oriented

• Equity Long-Short Fund: Invests a minimum of 80% in equities and equity-related products, with the flexibility to use short positions in derivatives.

• Equity Ex-Top 100 Long-Short Fund: Focuses on mid and small-cap stocks, requiring a minimum 65% investment in equities outside the top 100 companies by market capitalization.

• Sector Rotation Long-Short Fund: Concentrates on equities in a maximum of four specified sectors and rotates investments based on market cycles. 

Debt-Oriented

• Debt Long-Short Fund: Invests in fixed-income securities like bonds and uses derivatives to manage interest rate and credit spread risks.

• Sectoral Debt Long-Short Fund: Invests in debt across a minimum of two sectors. 

Hybrid

• Active Asset Allocator Fund: Dynamically allocates capital across various asset classes, including equity, debt, REITs, and InvITs.

• Hybrid Long-Short Fund: Requires a minimum of 25% each in debt and equity, with the remaining portion being flexible. 

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​   Confused ? Below is a table explaining all in one 

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