Compare SIF funds

Pick up to 3 Specialized Investment Funds from the selector above. The comparison table shows Alpha Shield score, March 2026 crash-period return, category rank, since-inception return, Total Expense Ratio (TER), minimum investment, redemption frequency, strategy type and benchmark — side by side. Return highlights require matching observation windows; since-inception figures are not ranked.

Alpha Shield v2 is SIFPrime's 0–10 downside-protection research score. It combines downside capture (35%), maximum-drawdown protection (25%), recovery speed (20%) and benchmark-relative consistency or Information Ratio (20%). A score appears only when official fund NAV and the exact declared TRI benchmark history are complete and aligned.

All five live SIF categories: Hybrid Long-Short, Equity Long-Short, Ex-Top 100 Long-Short, Sector Rotation, and Active Asset Allocator. You can mix categories in a single comparison - useful when evaluating risk/return trade-offs across strategies.

Selected-plan returns are calculated from AMFI daily NAV history, with Trezofin stored history as a disclosed fallback. Each fund shows its source, scheme, actual NAV date and calculation window. Historical studies and published TER are separate reference data; verify current scheme disclosures.

SIFPrime focuses specifically on India's Specialized Investment Fund category. The comparison brings crash-period alpha analysis, capital-protection scoring, net-long ranges and Direct-versus-Regular TER into one SIF research view.