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.

Key Features:
sebiRegulated by SEBI

Ensuring governance, transparency, and investor protection

strategiesFlexibility of Strategies

Allows fund managers to deploy advanced techniques such as long-short, arbitrage, and multi-asset frameworks

tax_efficiencyTax Efficiency

Enjoys the same pass-through taxation as mutual funds, making them attractive from a post-tax return perspective

min_invMinimum Investment

Investors can participate with a commitment of ₹10 Lakhs, making SIFs more accessible compared to PMS

badge
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

Connect with Our Investment Specialists

Send your details and our team will get back to you shortly.

name_icon
email-icon
mobile_icon

38CDAE

refresh

© Copyright 2025 SBI MUTUAL FUND

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.

Check your KYC Status

CHECK NOW