SIF Funds Comparison
Compare all Specialized Investment Funds side by side
10 Funds
SIF Scanner
Risk Levels:
Level 1 - Low
Level 2
Level 3
Level 4
Level 5 - High
Data presented is compiled from various sources, indicative in nature, and may be updated over time.
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All Funds
| Fund Name | Fund Type | Investment Style | Asset Allocation | Risk | Target Return | Derivatives | Taxation | Horizon | Investor Target | Fund Managers | Purchase/Redeem | Exit Load | Min Investment |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Altiva Hybrid Long-Short Fund (Edelweiss)
|
Hybrid Long-Short |
An income oriented strategy with fixed income & Arbitrage as core strategies with Covered Call, Special Situation & Derivatives (incl Naked Short allowed upto 25% ) acting as return enhancers
|
Cash-Future Arbitrage & Covered Call (20–40%)
Fixed Income (40–60%) - Debt instruments
Special Situations & Derivatives (10–20%) - IPO, Open Offer, buyback, Merger/Demerge, Straddle, strangle, put-call parity, etc
|
Level 1 | 9-10% |
Derivative strategies including covered calls, arbitrage, straddles, strangles, pair-trades, cash-futures arbitrage, etc
|
LTCG - 12.5% if >12 months, if < 12 months : Slab Rate
|
1.5 Y+ |
All weather strategy for Investors seeking consistent returns with low volatility
|
Equity: Bhavesh Jain & Bharat Lahoti
Debt: Dhawal Dalal & Pranavi Kulkarni
Overseas: Amit Vora
|
Purchase: Daily Subscriptions
Redemption: twice a week (Mon & Wed).
|
0.50% if redeemed/switch-out within 180 days; Nil thereafter.
|
₹10,00,000 during NFO (multiples of ₹1). Additional: ₹1,000 & multiples. SIP/STP/SWP: ₹1,000. Accredited investors: ₹1,00,000. |
|
Arudha Hybrid Long Short Fund (Bandhan)
|
Hybrid Long-Short |
An income oriented strategy with fixed income & Arbitrage Portfolio with no open equity exposure at any given time
|
Fixed Income : Upto 65% Arbitrage : Minimum 35% Net Equity - 0%
|
Level 2 | 6.5 - 7% |
Arbitrage Only
|
LTCG - 12.5% if >12 months, if < 12 months : Slab Rate
|
1Y+ |
Fixed income investors seeking higher post tax returns post 1Y of holding
|
Equity: Kapil Kankonkar & Nilesh Saha
Debt: Brijesh Shah & Debraj Lahiri
|
Purchase: Daily Subscriptions
Redemption: twice a week (Mon & Thurs).
|
Nil
|
₹10,00,000 during NFO (multiples of ₹1). Additional: ₹10,000 SIP/STP/SWP: ₹10,000 Accredited investors: ₹1,00,000. |
|
Divinity Equity Long-Short Fund (ITI)
|
Equity Long-Short Fund |
A Flexicap Dynamic long–short strategy aiming for equity-like growth with considerably lower volatility; combines strategic long exposure with tactical hedging via short positions
|
All Cap Equity & Arbitrage: 80–100%
Fixed Income : 0–20%
Derivatives for hedging: up to 100% of net assets
Unhedged short derivatives: up to 25% of net assets
|
Level 5 | 10-11% |
Tactical shorts, index and stock futures for hedging and rebalancing; limited unhedged derivative exposure (≤ 25%) for tactical positioning
|
LTCG 12.5% if >12 months, STCG 20% if <12 months
|
2-3Y+ |
Anyone seeking equity-linked growth with lower drawdowns; ideal for investors transitioning from pure long-only or hybrid funds
|
Mr. Vasav Sahgal, Mr. Rajesh Bhatia (Overseas investments)
|
Daily
|
10% of units can be redeemed without load within 6 months. Thereafter, 0.50% if redeemed within 6 months, and Nil after 6 months from allotment.
|
₹ 10 lakh (minimum across SIF strategies); SIP ₹ 5,000+ ; SWP ₹ 10,000+ |
|
iSIF Ex-Top 100 Equity Long-Short Fund (ICICI Pru)
|
Equity Ex-Top 100 Long Short Fund |
A value-conscious Equity Long-Short strategy with core allocation in mid and small caps, using long and short positions through derivatives to capture alpha, manage downside risk, and enhance risk-adjusted returns across market cycles
|
SMID Equity & Arbitrage : 65% - 100%
Largecap Equity & Arbitrage : 0% - 35%
Fixed Income: 0–35% InvIT: 0-20%
Derivatives: Covered Call - Low to high allocation based on market outlook, Unhedged derivatives Shorts: up to 25% of net assets in SMID
|
Level 5 | 12-15% |
Derivative strategies including covered calls, arbitrage, straddles, strangles, pair-trades, cash-futures arbitrage, etc
|
LTCG 12.5% if >12 months, STCG 20% if <12 months
|
3-4Y+ |
Investors seeking Mid and Small cap allocation with managed risk profile
|
Mr. Sankaran Naren, Mr. Manan Tijoriwala, Ms. Divya Jain
|
Daily
|
1% if redeemed ≤1 year; Nil after.
|
₹10,00,000 during NFO (multiples of ₹1). Additional: ₹10,000 & multiples of ₹1 SIP: ₹10,000 & multiples of ₹1 Accredited investors: ₹10,000 & multiples of ₹1 |
|
iSIF Hybrid Long-Short Fund (ICICI Pru)
|
Hybrid Long-Short |
A BAF+ strategy with dynamic, valuation-driven net equity allocation ranging from -7.5% to 75% along with debt, covered calls, tactical derivatives, & special situations (IPOs/QIPs/Buybacks) with limited short derivatives to enhance risk-adjusted returns across market cycles.
|
Gross Equity & Arbitrage : 65–75%
Fixed Income : 25–35% InvITs - 0-10%
Derivatives for hedging: up to 100% of net asset Unhedged Derivatives Shorts: up to 10% of net assetss
|
Level 5 | 10-11% |
Derivative strategies including covered calls, arbitrage, Stock Puts, etc
|
LTCG 12.5% if >12 months, STCG 20% if <12 months
|
1.5Y+ |
Equity like returns with 50-70% lower drawdown than equity
|
Equity: Rajat Chandak & Ayush Shah
Debt: Manish Banthia & Akhil Kakkar
|
Purchase: Daily Subscriptions
Redemption: twice a week (Mon & Wed).
|
1% if redeemed ≤1 year; Nil after.
|
₹10,00,000 during NFO (multiples of ₹1). Additional: ₹10,000 & multiples of ₹1 SIP: ₹10,000 & multiples of ₹1 Accredited investors: ₹10,000 & multiples of ₹1 |
|
Magnum Hybrid Long-Short Fund (SBI)
|
Hybrid Long-Short |
A conservative Hybrid strategy using equity, debt, and derivatives with collars, covered calls, and arbitrage to limit downside and enhance risk-adjusted returns across market cycles, with net equity exposure typically below 10–15% under normal circumstances.
|
Gross Equity: 65–75%
Net Equity: 0–10%
Fixed Income: 25–35%
Unhedged Derivatives: 0–25%
REITs/InvITs: 0–10%
|
Level 1 | 8-10% |
Collar, covered calls, protective puts, arbitrage,etc
|
LTCG 12.5% if >12 months, STCG 20% if <12 months
|
2+ Years |
All weather strategy for Investors seeking consistent returns with low volatility
|
Gaurav Mehta
|
Purchase: Daily subscription.
Redeem Mon & Thu weekly.
|
0.5% up to 15 days, 0.25% up to 1 month, Nil after 1 month.
|
₹10,00,000 (across SIF strategies).Accredited investor category: ₹ 1,00,000; SIP : ₹ 10,000 & multiples).SWP: allowed (minimum amount ₹ 1,00,000 |
|
Titanium Hybrid Long-Short Fund (Tata)
|
Hybrid Long-Short |
Dynamic hybrid long-short strategy investing across equities, debt, and REITs/InvITs, complemented by tactical derivative positions. The fund adjusts long and short exposures to capitalize on opportunities across market cycles while managing downside risk.
|
Gross Equity & Arbitrage : 65–75%
REITs/InvITs: 0–10%
Fixed Income: 25–35% Unhedged shorts: 0–25% across all market cap
|
Level 5 | 8-9% |
Long/short futures, options, paired trades, hedging, arbitrage, unhedged shorts
|
LTCG - 12.5% if >12 months, if < 12 months : Slab Rate
|
2Y+ |
Investors with ₹10L+ premium ticket size seeking BAF Type risk-adjusted returns
|
Suraj Nanda
|
Purchase: Daily Subscriptions
Redemption: Once a month - First working day
|
1% if redeemed ≤1 year; Nil after.
|
₹ 10 lakh (minimum across SIF strategies); SIP ₹ 1,000+ ; SWP ₹ 1,000+ |
|
qsif Long-Short Equity Fund (Quant)
|
Equity Long-Short Fund |
Flexibility of existing flexi-cap category of mutual funds with an feature of going SHORT (up to 25% of the portfolio)
|
All cap cash equity & arbitrage: 65% - 100%
All cap unhedged derivative strategies (Long): 0 - 35%
All cap unhedged derivative strategies (Short): 0 - 25%
Fixed Income: 0 - 15%
|
Level 5 | 10-12% |
Covered calls, Straddles, Spreads, Arbitages
|
LTCG 12.5% if >12 months, STCG 20% if <12 months
|
3Y+ |
Investors seeking a flexi‑cap strategy that combines active long‑short positioning to capture opportunities across market over medium to long term
|
Sandeep Tandon + Lokesh Garg + Sameer Kate + Ankit Pande + Sanjeev Sharma
|
Daily
|
1% if redeemed ≤15 days; Nil after.
|
₹10,00,000 (additional purchases ₹10 lakh).Accredited investor category: ₹ 1,00,000; , SIP / STP / SWP: ₹ 10,000 & multiples |
|
qsif Hybrid Long-Short Fund (Quant)
|
Hybrid Long-Short |
Hybrid portfolio with 25% shorting option; systematic long-short model using MARCOV framework + High Frequency Analytics (HFA)
|
Gross Equity & Arbitrage 35–65% Fixed Income: 25–65%
Unhedged Short Equity: up to 25%
May also invest in REITs/InvITs, special situations, IPOs
|
Level 5 | 9-10% |
Opportunistic: arbitrage, covered calls, pair-trading, shorts. Proprietary signals drive timing.
|
LTCG 12.5% if >24 months, Slab rate if <24 months
|
2-3Y+ |
Investors with ₹10L+ premium ticket size seeking BAF Type risk-adjusted returns
|
Sandeep Tandon + Lokesh Garg + Sameer Kate + Ankit Pande + Sanjeev Sharma
|
Purchase: Daily subscription.
Redeem: Tue & Wed weekly
|
1% if redeemed ≤15 days; Nil after.
|
₹10,00,000 (additional purchases ₹10 lakh).Accredited investor category: ₹ 1,00,000; , SIP / STP / SWP: ₹ 10,000 & multiples |
|
QSIF Equity Ex-Top 100 Long-Short Fund (Quant)
|
Equity Ex-Top 100 Long Short Fund |
To generate long-term capital appreciation by investing in companies outside India’s Top 100 by market capitalization, while utilizing limited short exposure (≤ 25%) through derivatives to enhance returns and manage risk
|
SMID Equity & Arbitrage: 65% - 100%
Fixed Income: 0 - 15% SMID unhedged derivative strategies (Long): 0 - 35%
SMID unhedged derivative strategies (Short): 0 - 25%
|
Level 5 | 12-15% |
Derivative strategies including calendar spreads, butterfly spreads, Naked exposures, Put call Parity, (within limits).
|
LTCG 12.5% if >12 months, STCG 20% if <12 months
|
5Y+ |
Investors seeking a SMID-cap strategy with a smarter approach to potentially capture India’s emerging growth story, maximizing opportunities with an endeavor of actively managing downside risk
|
Sandeep Tandon + Lokesh Garg + Sameer Kate + Ankit Pande + Sanjeev Sharma
|
Purchase: Daily Subscriptions
Redemption: Daily Subscriptions
|
1% if redeemed ≤15 days; Nil after.
|
₹10,00,000 during NFO (multiples of ₹1). Additional: ₹10,000 & multiples. SIP/STP/SWP: ₹10,000. Accredited investors: ₹1,00,000. |
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Disclaimer
Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.