Disclaimer

Investments in SIFs are subject to market risks. Please read all applicable scheme-related documents carefully before investing. Past performance may or may not be sustained in the future. SIF Insight does not guarantee investment returns or future performance.

Specialised Investment Funds may use strategies — including long-short positions, derivatives and unhedged short exposure within the limits set by SEBI — that can increase both the risk and the volatility of a scheme. The value of your investment and any income from it can go down as well as up, and you may get back less than you invested.

Before investing, read the Scheme Information Document (SID), the Investment Strategy Information Document (ISID), the Key Information Memorandum (KIM) and the Statement of Additional Information (SAI) of the scheme, published by its asset management company. Those documents are the authoritative source for a scheme’s objective, strategy, risks, costs, liquidity and terms. Where anything on this website differs from them, the scheme documents prevail.

Past performance may or may not be sustained in the future. Returns shown are historical, for the selected period, and are not an indication or guarantee of future returns or a recommendation.

Many SIFs have a short history. Returns over short periods can be unrepresentative, and where a scheme does not have enough history for a period we show “N/A — Insufficient history” rather than a figure. How returns, volatility and drawdown are calculated is set out on our Methodology page.

Different SIFs follow different strategies. Performance and risk figures should be read in the context of each scheme’s investment objective and benchmark, and a comparison of schemes on this website is not a ranking or a recommendation.

NAVs are taken from the file published by AMFI (source (opens in a new tab)). Scheme terms are read from documents published by each asset management company. Every figure carries an as-of date, and a value that has not been sourced is shown as “Not captured” — never estimated.

The headline disclosures of every scheme we track have been captured from official documents; they may still change when the asset management company updates them.

While we take reasonable care, data may be delayed, incomplete or contain errors, and we do not guarantee its accuracy, completeness or timeliness.

We track and cover the SIFs of asset management companies; we do not represent them. The appearance of a scheme, an asset management company or its logo on this website does not mean that it endorses SIF Insight, or that we endorse or recommend it. Names and marks belong to their respective owners and are used only for identification.

Platizio Services LLP is an AMFI Registered Mutual Fund Distributor — ARN 341407. We are not a SEBI-registered investment adviser. Content on this website, and conversations with our team, are for information and education and are not investment, tax or legal advice, or a recommendation to buy, sell or hold any scheme.

Please consult an independent financial, tax or legal adviser where you need advice on your own circumstances.

As a distributor, we may receive commission from asset management companies on investments made through us. The rate can differ between schemes and asset management companies. Details are available on request and in the scheme documents — see our Regulatory Disclosures.

• SIF Insight does not guarantee investment returns or future performance.
• Neither SIF Insight nor any asset management company guarantees any scheme’s objective will be achieved.
• Risk bands and other figures shown are not assurances of safety or of returns.

SIFs are governed by SEBI’s regulatory framework. For the primary sources:

• SEBI circular — Regulatory framework for Specialized Investment Funds (opens in a new tab)
• AMFI SIF portal (opens in a new tab)