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Introducing H-SIF by HDFC Mutual Fund

NEW GEN STRATEGY.
TRUSTED LEGACY

NEW GEN STRATEGY. TRUSTED LEGACY

We combine modern research and disciplined risk management with
decades of institutional experience.

We combine modern research and disciplined risk management with decades of institutional experience.

Why H-SIF Stands Apart

H-SIF offered by HDFC Mutual Fund focuses to service discerning investors looking for 
differentiated and a professionally managed investment strategies.

H-SIF offered by HDFC Mutual Fund focuses to service discerning investors looking for differentiated and a professionally managed investment strategies.

25+ Years

Of legacy

Disciplined Investment

Investing with conviction

Experienced Professional

With market expertise

Investment Strategies

Deep research. Rigorous risk.

Investment
Strategies

Investment Strategies

Strategically designed investment strategies under SEBI SIF framework

Hybrid Long-Short

H-SIF Hybrid
Long-Short Fund

NFO details: Open date 13th Nov 2026 - Close date 27th Nov 2026

An Interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives

  • Income accrual and long term capital appreciation.
  • Exposure to Equity and Debt instruments including derivatives for limited short exposure
  • Hybrid investment strategy offering Tax efficiency*
Lower RiskHigher Risk
1
2
3
4
5

Investment Strategy Risk-Band

Risk - Level 2

SIF Vs Other Investments

A differentiated investment structure offering professional management, diversification,
and flexible strategy allocation.

A differentiated investment structure offering
professional management, diversification,
and flexible strategy allocation.

 
Minimum Investment
Structure of Scheme
Target Audience
Taxation
Liquidity
Derivative Exposure
Mutual Fund (MF)
₹100 (SIP & Lumpsum)
Pooled Structure
First time to long-term investors
Tax efficient products and tax based on Asset class
High (open-ended)
Hedging Only
SIF (Specialized Investment Fund)
Min ₹10 lakh (Across SIF schemes)
Pooled Structure
Investors looking for advanced investment strategies with lesser investment in comparison to PMS/AIF
Similar to Mutual Fund scheme based on Asset Class
High to Moderate (Depend on Strategy)
Unhedged Short Exposure upto 25% + Hedging
Portfolio Management Services (PMS)
₹50 lakh
Separately managed, direct stock ownership
HNI driven portfolio investment
Based on individual security treatment
Moderate (subject to exit load/notice period)
Hedging Only
Alternative Investment Fund (AIF)
₹1 crore
Pooled, privately placed schemes
Ultra-HNIs & Institutions exploring non-traditional assets
Pass through structure, based on Investment category
Low with investment into Alternative illiquid assets
Allowed with gross exposure up to 200%

Key Benefits of SIF

SEBI Regulated Framework

SEBI Regulated Framework

Operates under regulatory framework offering transparency and governance. Investment strategies allowed under SEBI regulated asset classes.

Convenient Investment Option

Convenient Investment Option

Minimum investment of ₹10 lakh, which is lower as compared to PMS and AIF schemes offering flexibility for investment

Tax Efficient Offerings*

Tax Efficient Offerings*

Taxation in line with Mutual Fund schemes based on Asset Allocation i.e. Equity, Debt or Hybrid Investment Strategy.

Sophisticated Strategies

Sophisticated Strategies

Long-Short strategies with derivative exposure can offer differentiated strategies suitable for clients with commensurate risk appetite

Unhedged Short Position

Unhedged Short Position

SIF can take up to 25% of unhedged short position through derivatives for directional investment positions.

Risk Framework

Risk Framework

The category – unlike AIF – does not allow leverage with gross exposure limited to 100%, reducing overall risk.

* Tax disclaimer :- Investors are requested to take professional advice while making investment decisions. The information given here is neither a complete disclosure of every material fact of Income Tax Act (2025), nor it constitutes a legal or tax advice.

FAQs