Please upgrade your browser

We take your security very seriously. In order to protect you and our systems, we are making changes to all HSBC websites that means some of the oldest web browser versions will no longer be able to access these sites. Generally, the latest versions of a browser (like Edge, Chrome, Safari, etc.) and an operating system family (like Microsoft Windows, MacOS) have the most up-to-date security features.

If you are seeing this message, we have detected that you are using an older, unsupported browser.

Types of SIF

28 April 2026

Transcript of the video

[00:00] Narrator (Voiceover):
Types of specialized investment funds (SIFs). Specialized investment funds, or SIFs, may sound like one category, but they actually come in different types, each with a slightly different investment approach.

[00:15] Narrator (Voiceover):
At a broad level, SIFs are designed to adapt to changing market conditions with the flexibility to take both long and short positions. Based on how they invest, they are grouped into three main categories: equity-oriented, debt-oriented, and hybrid strategies.

[00:34] Narrator (Voiceover):
Equity-oriented long-short strategies focus mainly on stocks with flexibility to participate in growth while managing downside risks.
Equity Long-Short Fund: Invests across market caps, backing potential outperformers while managing weaker opportunities.
Equity ex-Top 100 Long-Short Fund: Looks beyond the largest companies to capture emerging growth.
Sector Rotation Long-Short Fund: Shifts across sectors based on where opportunities are strongest.

[01:08] Narrator (Voiceover):
Debt-oriented long-short strategies invest in bonds while managing interest rate and credit risks.
Debt Long-Short Fund: Balances bond investments with selective short positions.
Sectoral Debt Long-Short Fund: Focuses on debt opportunities within specific sectors.

[01:29] Narrator (Voiceover):
Hybrid long-short strategies combine equity, debt, and other assets with flexible allocation.
Active Asset Allocator Long-Short Fund: Dynamically moves across asset classes.
Hybrid Long-Short Fund: Maintains a mix with built-in risk management.

[01:50] Narrator (Voiceover):
Each SIF strategy has a distinct risk-return profile, requires a minimum investment of 10 lakh rupees, and is suited for relatively informed investors. So, before you invest in an SIF, make sure you're clear about the strategy, the risks, and where it fits in your portfolio.

[02:14] Legal Disclaimer (Fast Voiceover):
Investments in specialized investment funds involve relatively higher risk, including potential loss of capital, liquidity risk, and market volatility. Please read all investment strategy-related documents carefully before making the investment decision.