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A mutual fund is a collective investment vehicle that collects & pools money from a number of investors and invests the same in equities, bonds, government securities, money market instruments. The money collected in mutual fund scheme is invested by professional fund managers in stocks and bonds etc. in line with a scheme’s investment objective. The income / gains generated from this collective investment scheme are distributed proportionately amongst the investors, after deducting applicable expenses and levies, by calculating a scheme’s “Net Asset Value” or NAV. In return, mutual fund charges a small fee. In short, mutual fund is a collective pool of money contributed by several investors and managed by a professional Fund Manager.
A Specialised Investment Fund (SIF) is like a focused investment option for people with more experience or higher amounts to invest. These funds are meant for investors who are okay with taking a little more risk for possibly better returns. Mutual funds have long been the go-to for retail investors, while Portfolio Management Services (PMS) remain reserved for the ultra-wealthy. But there’s been a gap in between. To address this, SEBI introduced SIFs . These SIF Schemes aim to bridge the space between mass market funds and high-ticket PMS options
Minimum Investment in a Scheme: MF - Rs.500.. SIF - Rs.10 lakhs.
Investment Strategy: MF - Typically long-only. SIF - Can take long and short positions to hedge or capitalize on market volatility.
Liquidity: MF - Daily redemption usually available. SIF - Usually weekly, monthly, or longer redemption/interval cycles
Risk Profile MF - Variable depending on the scheme (Equity, Debt, Hybrid). SIF - Generally higher due to derivatives and complex strategies.
Target Investor: MF - Broad range, from beginners to experienced. SIF - Experienced, informed, and financially stable investors.
Yes. There are various types of Risks in Mutual Fund & SIF Investments. Please click the link below to understand in detail.
Mutual Funds & SIF Regulator:
Securities and Exchange Board of India (SEBI)
Association of Mutual Funds:
Association of Mutual Funds in India (AMFI)
Mutual Fund Houses
Aditya Birla Sun Life Mutual Fund
Axis Mutual Fund
Canara Robecco Mutual Fund
DSP Mutual Fund
Franklin Templeton Mutual Fund
HDFC Mutual Fund
HSBC Mutual Fund
ICICI Prudential Mutual Fund
Invesco Mutual Fund
JM Financial Mutual Fund
Kotak Mutual Fund
Mahindra Manulife Mutual Fund
Nippon India Mutual Fund
Parag Parikh Mutual Fund
PGIM India Mutual Fund
Quant Mutual Fund
SBI Mutual Fund
Sundaram Mutual Fund
Tata Mutual Fund
UTI Mutual Fund
Risk Factors: Mutual Fund & SIF Investments are subject to market risk, please read Scheme related documents before investing.
CI INVESTMENTS PRIVATE LIMITED
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