Complete your KYC, review the strategy documents, and submit your application online or through one of our advisors.
Some investors settle. Others dig deeper and refuse to settle for average.NUMA SIF is built for the second kind.
Strategies
Explore Our SIF Strategies
Specialised investment strategies built for sophisticated investors
Numa Equity Long Short Fund
Equity • Equity Long Short
NFO Opens
23 May 2026
NFO Closes
10 Jun 2026
This product is suitable for investors who are seeking*:
- Long term capital appreciation.
- An Interval investment strategy investing predominantly in equity and debt securities, including limited short exposure in equity and debt through derivatives.
Risk Band
Risk Level – 1
Lower RiskHigher Risk
Numa Credit Opportunities Fund
Debt • Credit Opportunities
NFO Opens
23 May 2026
NFO Closes
10 Jun 2026
This product is suitable for investors who are seeking*:
- Income generation over the medium term.
- Actively managed credit strategy seeking risk-adjusted returns across the yield curve.
Risk Band
Risk Level – 4
Lower RiskHigher Risk
Numa Multi Asset Allocation Fund
Hybrid • Multi Asset
NFO Opens
23 May 2026
NFO Closes
10 Jun 2026
This product is suitable for investors who are seeking*:
- Long term capital growth with balanced risk.
- Dynamic allocation across equity, debt and commodities seeking diversification and downside resilience.
Risk Band
Risk Level – 3
Lower RiskHigher Risk
How SIFs Stack Up Against Other Investment Avenues
Mutual Fund
₹5000(Lumpsum)
- First time to long-term investors
- Pooled, SEBI-regulated investment vehicle
- Tax-efficient as per the asset class
- Nil as per Section 10 (23D)
- Max at 2.25% and 2%
- Only for Hedging
Specialized Investment Fund
₹10 Lakh(Across SIF Strategies)
- Investors Seeking advanced yet tax-efficient strategies
- Hybrid between MF, PMS, AIF & retains MF-like taxation
- Similar to Mutual Funds, depending on asset class
- Nil as per Section 10 (23D)
- Max at 2.25% and 2%
- Naked shorts upto 25% + Hedging
Portfolio Management Services
₹50 Lakh
- HNIs desiring personalized portfolio management
- Separately managed, direct stock ownership
- Based on individual security treatment
- Nil
- Management Fee + Performance Fee
- Only for Hedging
Alternative Investment Fund
₹1 Crore
- Ultra-HNIs & Institutions exploring non-traditional assets
- Pooled, privately placed schemes
- Nil
- Cat III
- Management Fee + Performance Fee
- Allowed
*As per current Income Tax Laws. Please consult your investment / tax adviser before making any investment decision.
Insights
Learn More on Markets & Money
Thoughtful takes on markets, investing, and the trends shaping tomorrow.
Everything You Need to Navigate SIF
Download SIF Resources
- KIM – Hybrid Long Short Fund
- SID – Hybrid Long Short Fund
- Pending Litigations or Proceedings
- SIF – Scheme Differentiation Table (February 2026)
FAQs
Everything You
Need to Know
A quick guide to the most common questions about NUMA SIF and our strategies.
A Specialised Investment Fund is a new SEBI-regulated category designed for sophisticated investors, sitting between mutual funds and alternative investment funds with higher flexibility and a higher minimum investment.
NUMA SIF is intended for investors who meet the regulatory minimum investment requirement and have the risk appetite and horizon suitable for specialised strategies.
The minimum investment for an SIF is ₹10 lakh per investor across the fund family, as specified by SEBI.
NUMA SIF offers equity long-short, credit opportunities, and dynamic multi-asset strategies, with more in the pipeline.
Each strategy follows a disciplined investment process and risk framework, with ongoing portfolio monitoring and limits tailored to its mandate.
Contact
Let's Connect
A quick guide to the most common questions about our products, and services.
