SIF (Specialized Investment Funds)

Specialized Investment Funds (SIF) — a new product category on Wealthy with equity and hybrid long-short strategies.

Overview

SIF (Specialized Investment Fund) is a newer product category offering long-short strategies in equity and hybrid categories. These provide partners with competitive trail commissions.

Partner Payout Rates (Feb 2026)

SIF rates are flat across all years (Year 1 = Year 4+).

AMC Scheme Trail Rate Category
ITI Diviniti Equity Long Short 1.05% Equity
TATA Titanium Hybrid Long-Short 1.05% Hybrid
ICICI iSIF Hybrid Long Short 0.90% Hybrid
Quant qsif (all variants) 0.75% Equity/Hybrid
ICICI iSIF Ex-Top 100 Long Short 0.71% Equity
Edelweiss Altiva Hybrid Long-Short 0.68% Hybrid
SBI MAGNUM Hybrid Long Short 0.56% Hybrid
Bandhan Arudha Hybrid Long Short 0.32% Hybrid

Key Points

  • SIF provides recurring trail income similar to mutual funds
  • Top rates go up to 1.05% (ITI, TATA) — comparable to equity MF trail
  • Available across major AMCs — ITI, TATA, ICICI, Quant, Edelweiss, SBI, Bandhan
  • Suitable for clients looking for alternative strategies beyond traditional long-only funds