SIF Framework – A structured approach to 7 strategies
SIF Framework A Structured Approach to 7 Strategies
SEBI permits seven distinct strategy types, grouped into three broad categories, each designed to cater to different investment approaches and risk appetites.
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| 1 Equity Long-Short Fund | 2 Equity Ex-Top 100 Long-Short Fund | 3 Sector Rotation Long-Short Fund |
|---|---|---|
| Minimum 80 per cent allocation to equity and equity related instruments | Minimum 65 per cent in stocks beyond the top 100 companies | Minimum 80 per cent in up to 4 sectors |
| Up to 25 per cent unhedged short exposure via derivative position in equity and equity related instruments | Up to 25 per cent short exposure through unhedged derivative positions in equity and equity related instruments of other than large cap stocks | Up to 25 per cent short exposure through unhedged derivative positions in equity and equity related instruments at sector level |
| Flexibility to explore opportunities across market caps | Focus on broader market opportunities beyond large caps | Actively allocate to sectors based on market outlook |
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| 1 Debt Long-Short Fund | 2 Sectoral Debt Long-Short Fund |
|---|---|
| Invests primarily in debt instruments across | Exposure to at least 2 debt sectors |
| Can take short positions through unhedged using debt derivatives up to 25 per cent | Maximum 75 per cent allocation per sector |
| Seeks to benefit from interest rate movements and credit trends | Up to 25 per cent short exposure through unhedged derivative positions in debt instruments |
| Enables tactical positioning across fixed income segments |
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| 1 Active Asset Allocator Long-Short Fund | 2 Hybrid Long-Short Fund |
|---|---|
| Dynamically allocates across equity and debt derivatives, REITs/InVITs and commodity derivative | Minimum 25 per cent allocation each to equity and debt |
| Up to 25 per cent short exposure through unhedged derivative positions in equity and debt instruments | Up to 25 per cent short exposure through unhedged derivative positions in equity and debt instruments |
| Designed for flexible, all-weather positioning | Balanced approach with enhanced return potential |
Source: HSBC Asset Management India (HSBC Asset Management (India) Private Limited)
Past performance may or may not be sustained in future and is not a guarantee of any future returns.
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Investments in Specialized Investment Fund involves 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.