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SIF vs PMS vs AIF: what the minimums mean, and who each suits

Three products above a regular scheme, one table, and the four checks we run before suggesting any of them.

Guide · 4 minute read · For investors with ₹10 lakh to ₹1 crore+ deciding whether to go beyond mutual funds.

Three products sit above a regular mutual fund scheme in India, each with a SEBI-set minimum ticket. The minimum is the easy part; the harder question is whether your plan needs what the product offers. Here is the comparison we walk clients through.

The three at a glance

Specialised Investment Fund (SIF)Portfolio Management Services (PMS)Alternative Investment Fund (AIF)
Minimum₹10 lakh (across a fund house's SIF strategies)₹50 lakh₹1 crore
Run byMutual fund houses (AMCs) under SEBI's SIF frameworkSEBI-registered portfolio managersSEBI-registered AIF managers, by category
Where the money sitsUnits in the fund, like a schemeYour own demat accountUnits in a pooled fund
LiquidityPer the strategy's redemption terms; some are interval-basedUsually redeemable with notice; exit loads in early yearsLocked in for the fund's term (typically several years)
What it can do that a scheme cannotLong-short positions, more concentration, derivatives within limitsConcentrated, manager-specific strategies; direct stock ownershipPrivate credit, unlisted, structured, long-short with leverage
FeesExpense ratio, capped like mutual fundsFixed and/or performance fee per agreementManagement + performance fee; set-up costs
TaxAs applicable to the underlying fund typeYou are taxed on each stock transaction as if you traded itCategory II pass-through; Category III taxed at fund level

Who each one suits

SIF suits an investor who already has a diversified mutual fund core and wants a strategy — a long-short or a more concentrated equity book — without the PMS ticket size. It is new; track records are short. PMS suits someone with ₹50 lakh they can commit to a single manager's approach for five years or more, who wants direct ownership and can accept the tax friction of stock-level churn. AIF suits a large, already diversified portfolio that can lock away ₹1 crore for the fund's term and absorb a loss on that slice without touching the plan.

What we check before any of them

First, whether the mutual fund core is complete — most portfolios that ask about PMS have gaps a good hybrid or index fund would fill more cheaply. Second, the fee against what the product is expected to add, in writing. Third, liquidity: nothing in these products should be money you might need within five years. Fourth, concentration: how much of the family's total sits with one manager or one strategy.

Distribution note: PMS distributors are required to be registered with APMI, and SIF distribution requires an additional NISM certification.

The first conversation is free. Request a call back and bring your current holdings; we will tell you whether any of these three has a place in the plan — and, quite often, that none of them does yet.

Seed Investments is an AMFI-registered Mutual Fund Distributor (ARN-136455) and does not provide investment advice. This guide is educational; it is not a recommendation to buy or sell any scheme. Mutual fund investments are subject to market risks; read all scheme related documents carefully before investing. Tax rules change — check the position for your year with your tax consultant.

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