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Structured data analysis for institutional and HNI portfolios
| Feature | Specialized Fund (SIF) | Mutual Fund (MF) | PMS | AIF (Cat III) |
|---|---|---|---|---|
| Min. Investment | ₹10 Lakh | ₹100 | ₹50 Lakh | ₹1 Crore |
| Investor Type | HNI / Professional | Retail | HNI | Ultra HNI |
| Leverage | Not Allowed | Not Allowed | Not Allowed | Up to 2x |
| Derivatives Use | Hedging + Shorts | Hedging Only | Hedging Only | Full Flexibility |
| Strategy | Long-Short / High | Long Only | Concentrated | Unrestricted |
| Taxation | Pass-through | Investor level | Transaction level | Trust level |
| Liquidity | Monthly / Quarterly | Daily | Lock-ins apply | Closed-ended |
Comparison of ₹1 Crore invested for 30 years.
(Data based on historical compounding averages)
Safe, but barely beats inflation. After 30 years, your wealth stagnates. It is a savings tool, not a wealth creation tool.
The market standard. Great for long-term goals, turning 1 Cr into ~66 Cr. A solid wealth builder for the disciplined.
The power of Alpha. Institutional strategies and concentrated bets can generate ~237 Cr. This is how generational wealth is built.
SIF (Specialized Investment Fund) is designed for focused entry with ₹10L minimum. PMS (Portfolio Management) offers customized stock portfolios for HNIs starting at ₹50L. AIF (Alternative Investment Fund) is a pooled vehicle for Ultra-HNIs (₹1Cr+) investing in alternative assets like private equity and hedge funds.
PMS is ideal for High Net-Worth Individuals (HNIs) who have a surplus of ₹50 Lakh+ and are looking for direct ownership of stocks rather than units (like Mutual Funds). It suits investors with a moderate-to-high risk appetite and a time horizon of 3-5 years who want professional, active management.
SIF structures are highly tax-efficient. They typically enjoy taxation similar to equity Mutual Funds: Short Term Capital Gains (STCG) at 20% (for holdings < 12 months) and Long Term Capital Gains (LTCG) at 12.5% (for holdings > 12 months). This avoids the "marginal tax rate" issues found in some other instruments.
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