SIFs Explained: How Long-Short Funds Manage Risk & Generate Alpha

Описание: #SIFs #investing #riskmanagement

SIFs (Specialised Investment Funds) are reshaping how Indian investors think about risk, returns and long-short strategies. In this roundtable, top CIOs and fund managers break down exactly how SIFs work, how shorting generates both protection and alpha, and the hidden risks most investors never consider.
Whether you're exploring long-short funds for the first time or trying to understand how SIFs differ from mutual funds, this episode lays out the full framework — benefits, guardrails, pitfalls and realistic expectations. ‪@itimutualfund2055‬ ‪@quantmutual7406‬ ‪@EdelweissMutualFunds‬ ‪@sbimutualfund‬

SIFs combine equity, debt and derivatives to deliver controlled volatility and risk-adjusted returns. But how do these strategies really work?
In this 360° discussion, we decode:
What SIFs are and the gap they fill
How long-short strategies manage downside
Why derivatives can reduce or amplify risk
Guardrails that protect investors (100% exposure cap, 25% short limits)
Who should invest — and who should avoid SIFs
How to judge performance using risk-adjusted metrics
Why early SIF launches are conservative by design

For serious investors, advisors and analysts, this is the clearest explanation of India’s new long-short landscape.

⏱️ TIMESTAMPS:
00:05 Introduction
01:30 What are SIFs and why do they exist?
04:20 What makes long short in SIFs different?
06:30 Why shorting in SIFs and what purpose it serves
08:15 Hidden risks investors overlook in long short funds
11:05 What guardrails control risk inside an SIF?
13:23 How to judge whether an SIF is successful?
15:11 Why did ITI launch an equity long short SIF first?
18:40 What are the key guardrails in this long short SIF?
21:10 Where does quant’s long short SIF get its edge?
24:20 Why launch an Ex-Top 100 Long Short SIF?
26:36 What makes Altiva Hybrid Long Short SIF different?
30:03 What wrong expectations do investors have from this SIF?
31:56 Why launch a Multi Asset Long Short SIF first?
35:50 How much drawdown reduction can investors expect?
37:46 Rapid-fire
41:23 Closing

💬 QUESTION: Do you prefer a conservative SIF approach or an alpha-seeking long-short style?
Tell us in the comments — your perspective shapes future episodes.
👍 Like • 🔔 Subscribe • 📈 Share with investors who need clarity on SIFs.

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