Specialised investment funds for all market cycles
Financial Express Lucknow
|November 03, 2025
USE THESE TO COMPLEMENT EQUITY AND DEBT HOLDINGS IN YOUR MF PORTFOLIO
SINCE THE MARKET regulator's nod in April, eight asset management companies have launched specialised investment funds or SIFs.
These funds act as an effective satellite or tactical allocation—complementing core equity and debt funds.
Most SIFs are targeting arbitrage-plus returns, typically 100-200 basis points higher than traditional fixed-income or arbitrage category funds. As these are placed between arbitrage and hybrid category funds, investors can expect an annualised return of 6—8%. The flexibility to employ a wider range of investment techniques gives these funds the potential to generate returns across market cycles.
The minimum investment in SIF is ₹10 lakh, lower than the ₹50 lakh for portfolio management services.
This story is from the November 03, 2025 edition of Financial Express Lucknow.
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