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SIFs offer flexible, theme-based strategies with lower entry barriers compared to PMS and AIFs, targeting sophisticated retail and HNI investors.
Mumbai: DSP Mutual Fund has unveiled Endurance SIF, its newly launched Specialised Investment Fund (SIF) platform aimed at investors seeking differentiated and theme-based investment strategies. This launch positions DSP among the early adopters of the SEBI-introduced SIF framework, which seeks to bridge the gap between traditional mutual funds and highly customized investment solutions like Portfolio Management Services (PMS) or Alternative Investment Funds (AIFs).
Tailored Strategies with a Proven Track Record
With over 28 years of experience in mutual funds and 12 years in hedge fund strategies, DSP Mutual Fund plans to leverage its expertise to deliver absolute returns-oriented portfolios under the Endurance SIF platform. The platform is designed for investors who want higher flexibility and specialized themes while operating within SEBI’s robust regulatory framework.
“Endurance applies first principles of investing and risk management to help investors stay invested and benefit from compounding over time,” said Kalpen Parekh, MD & CEO, DSP Mutual Fund. Parekh emphasized that the new platform will cater to experienced retail investors and HNIs, offering them strategies that are otherwise inaccessible due to high ticket sizes in PMS and AIF formats.
A New Product Class from SEBI
SIFs are an innovative product class created by SEBI to enable flexible, theme-based investments. They are meant for investors seeking portfolios beyond standard mutual fund schemes but who are not ready to commit large capital allocations typically required by PMS or AIF structures. SIFs aim to balance customization, innovation, and investor protection by blending aspects of mutual fund governance with the sophistication of alternative investments.
Market Momentum in SIF Space
DSP’s move comes at a time when several fund houses are entering this nascent yet fast-growing segment. Recently, Mirae Asset launched its Platinum SIF, while Edelweiss AMC rolled out Altiva SIF, both designed to target savvy investors looking for higher alpha through unique, data-backed themes. Industry experts predict that more AMCs will soon launch SIF platforms, as SEBI’s guidelines encourage greater product innovation with transparency and lower entry barriers.
Investor Benefits
Endurance SIF is expected to offer a diverse set of strategies, including long-short models, dynamic asset allocation, and thematic bets, with ticket sizes significantly lower than PMS or AIF requirements. This makes the product accessible to affluent retail investors who seek higher flexibility, lower costs, and SEBI-regulated structures.
What Lies Ahead
With SEBI pushing for newer investment structures to meet the evolving needs of investors, SIFs may become a popular alternative for HNIs and affluent retail investors looking for both innovation and security. DSP Mutual Fund’s Endurance SIF, backed by the AMC’s strong research capabilities and risk management frameworks, aims to become a trusted platform for specialized investments.
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