SIF Decoded | CA Rachana Ranade
Published: 2025-10-24
Status:
Available
|
Analyzed
Published: 2025-10-24
Status:
Available
|
Analyzed
Predictions from this Video
Incorrect: 1
Prediction
Topic
Status
SIFs will cap investment in any single company's stock at 10% of total assets.
"For equities, investment in a single company stock that will be capped at 10% of the total assets."
Correct
SIFs will limit exposure to REITs and InvITs to 20% of the total portfolio.
"exposure to REITs and invits is limited to 20% of the total portfolio."
Correct
SIFs will not allocate more than 10% to any single issuer of REITs or InvITs.
"no more than 10% allocated to any single issuer of these instruments."
Pending
SIFs will allow a maximum of 25% of the total portfolio size to be used for unhedged derivative positions.
"when it is about unhedged derivative positions maximum position that they can take is 25% of the total portfolio size."
Correct
As the Assets Under Management (AUM) of SIFs increase, their expense ratio could decrease, with a minimum of 1.05%.
"as the fund keeps on increasing uh aum keeps on increasing then ultimately your expense ratio I mean the sif's expense ratio could come down down minimum up to 1.05%."
Pending
Equity Long/Short SIFs will focus on equities, taking both long and short positions.
"equity longshot the fund manager will bet mainly on equities both on long long side and on short side"
Correct
Debt Long/Short SIFs will primarily focus on fixed-income instruments, taking both long and short positions.
"debt primarily it will be fixed income instruments both long side short side"
Pending
Active Asset Allocator SIFs allow fund managers to dynamically shift investments between equities, debt, REITs, and derivatives.
"active asset allocator here the fund manager can dynamically shift between what equity debt reads ins derivatives"
Correct
Equity Long/Short SIFs will have a minimum investment of 80% in equity and equity-related instruments.
"equity longshot fund minimum investment in equity and equity related in instruments is 80%"
Correct
Equity Ex Top 100 Long/Short SIFs will invest a minimum of 65% of total assets in companies outside the top 100 by market capitalization.
"equity x top 100 longshot fund ... fund manager is going to invest minimum 65% of the total assets in companies X top 100"
Correct
Sector Rotation Long/Short SIFs can invest up to 80% of total funds in a maximum of four sectors.
"sector rotation longshot fund where it's very clearly given that you can invest in maximum four sectors up to 80% of the total money."
Correct
Active Asset Allocator Long/Short SIFs allow investment across equities, debt, derivatives, REITs, InvITs, and commodities.
"active asset allocator longshot fund ... fund manager is allowed to invest be it equity debt equity and equity debt derivatives reads ins commodity derivatives whatever is the case."
Correct
Hybrid Long/Short SIFs will have a minimum investment of 25% in equity/equity-related instruments and 25% in debt instruments.
"hybrid longshot. Minimum investment in equity equity related instruments 25%, minimum investment in debt instruments 25%"
Correct
The minimum investment for SIFs will be 10 lakh rupees per investor.
"SIFs minimum investment will be 10 lakh rupees per investor."
Correct
SIFs allow for diverse strategies including long-short, derivatives, and REITs.
"SIFS, it could be long short, it could be derivatives, it could be reads, and whatever multiple strategies."
Correct
SIFs permit a maximum of 25% in unhedged derivative positions.
"in SIFS we have told this maximum 25% is allowed."
Correct
The expense ratio for SIFs can be up to 2.25%.
"for SFS it is up to 2.25%. I told you right we had discussed the whole table also."
Correct
SIFs have a lower minimum investment of 10 lakh rupees compared to PMS which is 50 lakh rupees.
"SIF it is minimum 10 lakh rupees so is there a ticket difference yes"
Correct
SIFs are more strategy-based and pooled, offering less customization than PMS.
"For SIS, it'll be more of strategy based. It'll be more of pulled and comparatively less custom."
Correct
In SIFs, short selling is permitted up to a maximum of 25%.
"for SFS I've told you maximum up to 25%."
Correct
SIFs, like mutual funds, will be treated as capital gains even before withdrawal.
"SIS I've already told you it is like mutual fund here it'll be treated as capital gains even before withdrawal"
Pending
SIFs are expected to perform well in bearish or sideways market conditions.
"this category this investment category can really perform well ideally in bearish or bearish or sideways market."
Correct
SIFs currently lack a track record for performance analysis.
"for an SF unfortunately there is no track record"
Incorrect
SIFs could be a suitable additional investment option for individuals with moderate to high capital, seeking better returns than mutual funds and willing to take on slightly higher risk.
"if we are talking about a person who is is somewhere between that 500 rupees per month versus 50 lakhs rupees one check somewhere in between ... who wants better returns as compared to mutual funds who is ready to take a little bit higher risk for such people SF could be an additional investment option"
Pending
SIFs and mutual funds are complementary and should not be substituted; SIFs perform well in different market conditions, and tax efficiency is a consideration.
"they will perform well in different different types of markets and u I feel that it would not be a good enough strategy to sell off mutual funds and to park entire in SIF. I also talked about a very very important point which is about tax efficiency."
Unrated