What Is Magnum SIF?

Magnum SIF by SBI mutual fund is more than an investment—it’s a vision. Designed for those who prefer strategy over speculation, it blends insight, discipline, and foresight to help achieve elevated financial goals. Built for investors who demand purpose, precision, and performance. This platform is designed to give investors the best of both worlds – the ease of mutual funds and the customisation of AIF/PMS, thus offering a balanced way to build portfolios with options across equity, hybrid and fixed income suited to the changing needs of the investors.

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Key Features:

multi-asset

Diversification through multi-asset strategies

tax_efficiency

Tax efficient structure with MF like benefits

strategies

Strategic flexibility akin to AIFs (Alternative Investment Fund)

min_inv

Use of derivatives for enhanced stability

multi-asset

Diversification through multi-asset strategies

tax_efficiency

Tax efficient structure with MF like benefits

strategies

Strategic flexibility akin to AIFs (Alternative Investment Fund)

min_inv

Use of derivatives for enhanced stability

HYBRID LONG-SHORT FUND

Magnum Hybrid Long Short Fund

An Interval investment strategy investing predominantly in equity and debt securities, including limited short exposures in equity and debt through derivatives.

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

Lower Risk Higher Risk
  • 1
  • 2
  • 3
  • 4
  • 5
Risk - Level 2

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Explore SIF’s Diverse Product Categories

How SIFs Stack Up Against Other
Investment Avenues

SIFMFPMSAIF
Target InvestorsInvestors Seeking advanced yet tax-efficient strategiesFirst time to long-term investorsHNIs desiring personalized portfolio managementUltra-HNIs & Institutions exploring non-traditional assets
Minimum Investment₹10 Lakh (Across SIF Strategies) ₹5000 (Lumpsum)₹50 Lakh₹1 Crore
Structure Hybrid between MF, PMS, AIF & retains MF-like taxationPooled, SEBI-regulated investment vehicleSeparately managed, direct stock ownershipPooled, privately placed schemes
Taxation at Investor Level Similar to Mutual Funds, depending on asset class
  • Equity – LTCG at 12.5%
    (after 12 months)
  • Debt – Marginal Tax Rate
  • Others – LTCG at 12.5%
    (after 24 months)
Tax-efficient as per the asset class
  • Equity – LTCG at 12.5%
    (after 12 months)
  • Debt – Marginal Tax Rate
  • Others – LTCG at 12.5%
    (after 24 months)
Based on individual security treatment Nil
Taxation at Fund LevelNil as per Section 10 (23D)Nil as per Section 10 (23D)NilCat III - Capital gains @12.5% + Business Income @30% + surcharge + cess
Expense Ratio Max at 2.25% and 2%Max at 2.25% and 2%Management Fee + Performance FeeManagement Fee + Performance Fee
LeverageNANANAAllowed - Gross exposure upto 200%
DerivativesNaked shorts upto 25% + HedgingOnly for HedgingOnly for HedgingAllowed

*As per current Income Tax Laws. Please consult your investment / tax adviser before making any investment decision.

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Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.