Prism SIF - JioBlackRock | Specialized Investment Fund for You

Q: What is a Specialized Investment Fund (SIF)?

A Specialized Investment Fund (SIF) is an investment solution offered within the mutual fund framework, designed for relatively sophisticated investors. It enables fund managers to deploy advanced strategies such as long–short positions using derivatives within SEBI-defined guidelines, with the aim of generating differentiated returns.

Q: Who is eligible to invest in a SIF?

SIFs are open to resident Indian individuals, Hindu Undivided Families (HUFs), and other eligible investor categories as permitted under regulations. Detailed eligibility criteria may vary by strategy—please refer to the Investment Strategy Information Document (ISID) of the specific fund for complete details.

Q: What is the minimum investment threshold for a SIF?

The minimum investment amount for a Specialised Investment Fund (SIF) is ₹10 lakh at the PAN level; however, for Accredited Investors, the minimum investment is ₹1 lakh or such amount as specified in the relevant Investment Strategy Information Document (ISID).

IntroducingPrismSIF

Prism SIF provided by JioBlackRock is a Specialised Investment Fund (SIF) built on a risk-first, data-driven investment philosophy. Like a prism that refracts light into multiple spectra, Prism SIF deploys capital across diversified strategies - designed to adapt across market cycles and seek more balanced outcomes.

Structured for clarity. Built for long-term sustainability. Led by an experienced investment team with focused execution capabilities.

PrismSIFinvestmentphilosophy

Data-driven framework

Systematic, research led decision making powered by market data and objective insights.

Risk first philosophy

Risk assessment and control anchor every investment decision from the outset.

Multi strategy architecture

Diversified strategies designed specifically for Indian market conditions and cycles.

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LearnmoreaboutSpecialisedInvestmentFunds(SIFs)

Explore our video series to gain deeper understanding of SIF, Prism SIF, and its investment strategies

WhoshouldinvestinPrismSIF?

Prism SIF provided by JioBlackRock is designed for investors seeking a sophisticated, risk aware approach beyond traditional products.

Seasoned investors

Investors familiar with market cycles who want to diversify through a structured, multi strategy approach.

High net worth individuals (HNIs) seeking more exposure

Investors looking to access alternative and hedged strategies without the higher ticket sizes.

Growth oriented investors

Those seeking risk adjusted return potential and portfolio diversification beyond conventional investment avenues.

SIF vs. other investment options

See how Specialised Investment Funds (SIFs) compare with other investment avenues available today.

SIF

PMS

AIF*

Minimum
investment

₹100

₹10 Lakh

₹50 Lakh

₹1 Crore

Strategy

Long-only

Long-short, sector rotation

Long, market neutral

Public listed (long + short), unlisted

Derivatives limits

Only for hedging

Unhedged exposure up to 25% + Hedging

Only for hedging

Gross exposure allowed up to 200%

Expense

Max. base expense ratio of 2.10% (Equity) and 1.85% (Debt)

Management fee + Performance fee

Taxation

Equity - LTCG at 12.5% (after 12 month)
Debt - Slab rate
Other - LTCG @ 12.5% (after 24 month)

Taxed in the hands of investor at each transaction level

Taxation at fund level: @ MMR of 42.7%^

Note: STCG for SIF and Mutual fund: Equity (up to 12 months) is 20%; for debt, its slab rate; Others (up to 24 months) slab rate. Please consult tax advisor for better understanding and taxation applicable to specific investments.* CAT III AIF assuming that it will be a business income product. ^ Incl applicable cess & surcharge

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Explore curated articles on Specialised Investment Funds (SIFs) and Prism SIF provided by JioBlackRock - designed to help you invest with clarity and confidence.