Topic
Specialised investment funds are a SEBI fund category run by mutual fund houses for investors putting in at least Rs 10 lakh, with strategies such as long-short equity.
29 storiesLatest 8 Oct 2026, 14:44 IST
Markets/
AMFI's August 2026 note shows SIF assets up 34.5% to Rs 31,175 crore on Rs 7,699 crore of inflow, gold ETFs up 10.3% and hybrid funds up 1.6% to Rs 11.86 lakh crore.
Investing
SEBI's 21 July 2026 circular gates Specialised Investment Fund distribution behind a dedicated certification. How a SIF compares with a mutual fund, how each is taxed, and what to check.
Markets
SEBI's 29 July 2025 circular fixes how AMCs police the Rs 10 lakh SIF minimum: a daily check, a 30-day freeze-and-rebalance notice, then automatic redemption. Here is what changes for the new asset class.
Markets
SEBI's SIF framework, notified on 27 February 2025, opened a new pooled product tier between mutual funds and PMS. AMFI reports SIF assets of Rs 2,932 crore in November 2025, up 45.8% month-on-month.
Investing
SEBI's 29 July 2025 circular splits a SIF breach by cause: a dip below Rs 10 lakh from your own redemption forces an exit, while market depreciation is tolerated. SIF vs PMS, compared and taxed.
Markets
SEBI's circular of 28 November 2025 reclassifies REITs as equity-related instruments, letting mutual funds and Specialized Investment Funds hold them inside equity mandates. Here is what changes and what to watch.
Investing
SEBI's Specialized Investment Fund opens long-short and hybrid strategies at a Rs 10 lakh minimum, sitting between mutual funds and PMS. How it compares with PMS, and how each is taxed.
Investing
SEBI's new Specialized Investment Fund opens long-short equity strategies at a Rs 10 lakh minimum, one-fifth of the PMS floor. How the SIF compares with a PMS on cost, tax and control.
Markets
SEBI's 29 July 2025 circular monitors the Rs 10 lakh SIF minimum at the investor level, treating a market-driven fall below the floor differently from an investor redemption. Here is how the breach rules work.
Markets
SEBI's 28 November 2025 circular reclassifies REIT units as equity-related instruments, letting mutual funds and SIFs count them as equity and opening a path to index eligibility. What changes, what does not.
Markets
SEBI's 27 February 2025 circular created Specialized Investment Funds (SIF): a Rs 10 lakh asset class sitting between mutual funds and PMS, permitting long-short strategies within a 100% gross-exposure cap.
Markets
Effective 1 April 2026, SEBI's new 748-page fund rulebook rescinds 34 circulars, spans 22 chapters, and supersedes the June 2024 edition. What AMCs and SIP investors should reconcile.
Markets
SEBI's 28 November 2025 circular reclassifies REITs as equity-related instruments for mutual funds and SIFs from 1 January 2026, with equity-index inclusion possible only after 1 July 2026.
Investing
SEBI's 11 April 2025 ISID circular is the gate every AMC must clear before selling a Specialised Investment Fund. We compare the SIF against a PMS for the Rs 10-50 lakh investor.
Investing
SEBI's 29 July 2025 circular monitors the SIF Rs 10 lakh minimum at PAN level. We compare SIF, PMS and mutual funds on entry, tax and forced-redemption risk on breach.
Investing
SEBI's new Specialized Investment Fund (SIF) opens long-short strategies at a Rs 10 lakh per-PAN ticket, one-fifth of the PMS floor. How it compares with mutual funds and PMS on structure, tax and suitability.
Investing
SEBI's 28 November 2025 circular reclassifies REIT units as equity for mutual funds and SIFs. We compare direct REITs vs equity funds for income and growth, and the FY 2025-26 tax on each.
Markets
SEBI circular 2025/54 (11 April 2025) prescribes the application and Investment Strategy Information Document formats for Specialized Investment Funds, the operational follow-through to the 27 February 2025 SIF framework.
Investing
SEBI opened Specialized Investment Funds in February 2025 with a Rs 10 lakh floor. We run the post-tax numbers against a plain equity mutual fund, and find the 12.5% LTCG rule treats both identically.
Markets
SEBI's 28 November 2025 circular reclassifies REITs as equity related instruments, letting mutual funds and SIFs treat REIT units as equity for allocation. What it changes, and what it does not.
Markets
SEBI circular 2025/107 dated 29 July 2025 sets out how the Rs 10 lakh SIF floor is monitored per PAN: a 30-day rebalancing notice on investor-initiated breaches, then auto-redemption. Market falls do not count.
Markets
SEBI's 27 February 2025 circular created the Specialized Investment Fund, a new class with a Rs 10 lakh floor sitting between mutual funds and PMS, effective 1 April 2025.
Investing
SEBI's 29 July 2025 circular defines exactly when a SIF holding below Rs 10 lakh becomes a breach. A market fall does not freeze your units, but an investor-initiated withdrawal starts a 30-day clock. SIF vs PMS compared.
Investing
SEBI's Specialised Investment Fund opens a regulated middle ground at Rs 10 lakh between the Rs 500 mutual fund SIP and Rs 50 lakh PMS. We compare structure, tax and fit.
Investing
SEBI's Specialized Investment Fund, live since April 2025, sits between mutual funds and PMS with a Rs 10 lakh minimum and long-short strategies. A full SIF vs PMS vs mutual fund comparison, tax treatment and who each suits.
Investing
SEBIs 29 July 2025 circular operationalises ongoing PAN-level monitoring of the Rs 10 lakh SIF minimum. Heres how it works, the tax fallout, and SIF vs PMS for strategy-led investors.
Investing
SEBI's new Specialized Investment Fund (SIF) needs just Rs 10 lakh, a fifth of the PMS minimum. We compare SIF vs PMS on structure, the 12.5% LTCG tax-timing edge, and who should pick each.
Markets
SEBI's 8 January 2026 circular sets the compliance reporting formats for Specialized Investment Funds, the Rs 10 lakh-minimum asset class sitting between mutual funds and PMS.
Markets
SEBI's 28 November 2025 circular reclassifies REITs as equity-related instruments, widening mutual fund and SIF participation. What it changes, the FY 2025-26 tax rules, and what to watch.
