Independent research on India's Specialized Investment Funds
SIFIndia
India's Specialized Investment Fund category, decoded

Research every SIF before you invest in one.

SIF India is an independent database, screener, and comparison engine for India's Specialized Investment Funds — long-short strategies now available to investors below PMS and AIF minimums.

Unbiased insights — data-driven analysisIndependent platform — no distributor biasBuilt for Indian investors

SIF universe by category

Real AUM, ₹25,879 Cr
Hybrid Long-Short67%
Ex-Top 100 Long-Short16%
Equity Long-Short12%
Active Asset Allocator5%
Sector Rotation Long-Short0%
33
SIFs tracked
17
AMCs covered
₹10L
Min. investment
₹25,879 Cr
SIF AUM

Data as of 11 Sept 2026

Live marketsNifty 5023,398-0.34%Sensex74,782-0.16%USD/INR95.54+0.10%Gold (₹/10g)1,35,427+0.14%Brent Crude (USD)104.61-2.81%

Why SIF India

Our data policy →

Real AMC factsheets, linked

Every verified scheme page links directly to the AMC's own source factsheet PDF, so you can check our figures against the original.

Excel & PDF export

Download the full Performance Dashboard — every return period, Direct and Regular plans — as a formatted Excel workbook or PDF in one click.

Named fund managers

We name the actual people running each strategy, sourced from AMC factsheets — not a generic "fund management team" credit.

Nothing estimated

A figure we haven't independently verified is left blank with a note, rather than filled in with a plausible-looking guess.

SIF performance insights

Apex Equity Long-Short Fund · Direct Plan NAV, largest SIF by AUM with enough history to chart.

Open performance dashboard →
Fund NAV
1 Month
3 Months
6 Months
Since inception
-0.50%

How a SIF compares to other investment options

A SIF sits between mutual funds and PMS/AIF — long-short strategy access with a lower entry point than a bespoke portfolio.

ParameterSIFMutual FundPMSAIF
Who it's forInvestors seeking advanced but tax-efficient strategiesRetail & long-term investorsHNIs wanting customised portfoliosUltra-HNIs & institutions
Minimum investment₹10 lakh₹100+ (SIP/Lumpsum)₹50 lakh₹1 crore
StructureHybrid: MF + PMS/AIF traitsPooled public instrumentIndividually managed stocksPrivately pooled vehicle
LiquidityModerate, depending on strategyHigh liquidity due to open-ended structureModerate, subject to exit load or notice periodLow liquidity (typically closed-ended with longer lock-in periods)
Tax implicationsSimilar to mutual fund taxation20% STCG and 12.5% LTCG after 1 year if equity > 65%; same after 2 years if debt < 65%; otherwise slab rateTaxed as per individual security treatmentPass-through taxation, varies by investment category
SuitabilityInvestors seeking flexibility with a tax-efficient structureBeginners and long-term investorsHNIs wanting active and customised control of their portfoliosSophisticated investors targeting higher returns with higher risk tolerance
Read the full breakdown →

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