Specialised Investment Fund · NFO
HDFC Mutual Fund
H-SIF Hybrid Long-Short Fund
Hybrid Long-Short · Interval
NFO Period
Upcoming13 Nov 2026 – 27 Nov 2026
24 days left to invest
Units of ₹10 each during the NFO; re-opens for continuous sale and repurchase within 5 working days of allotment
AMC helpline · 1800 419 7676
Equity allocation
25–75%
Equity and equity related instruments
Unhedged short
25%
Maximum, through derivatives
Gross exposure cap
100%
No leverage
Minimum investment
₹10 lakh
₹10,000 for Accredited Investors
Overview
About the NFO
The Strategy
An interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives. Income comes from fixed income and arbitrage, while capital appreciation comes from tactical equity calls, unhedged short exposure, derivative strategies and special situations.
H-SIF is HDFC Mutual Fund's Specialized Investment Fund brand, drawing on over 25 years of institutional legacy and research, with a risk-management framework built to support long-term wealth creation.
01
Income accrual and capital appreciation over the medium to long term
02
Fixed income focused on optimising yield, with flexibility across the debt range and debt derivatives
03
Arbitrage exposure hedges the equity allocation, with tactical long equity and limited unhedged shorts
04
Option strategies such as covered calls, spreads and portfolio hedges to harvest premium and manage risk
Strategy
Indicative Asset Allocation
Unhedged short positions up to 25% of net assets; derivatives exposure up to 100% of net assets.
Allocation (% of total assets)
Equity & equity related
25–75%Including units of equity oriented mutual funds and ETFs.
Debt & money market
25–75%Including units of debt oriented mutual fund schemes and ETFs.
Units of InvITs
0–20%For diversification, subject to SEBI stipulations.
Cumulative gross exposure across equity, debt, derivatives and InvITs is capped at 100% of net assets. Indicative and subject to change as permitted by SEBI.
Risk
Risk Profile & Fund Managers
Investment considerations
Suitable for investors seeking income accrual and capital appreciation over the medium to long term through investment in fixed income instruments, equity and equity related instruments including limited exposure to derivatives.
Who Manages This Fund
Fund Manager
Anil Bamboli (Debt)
Full professional biography not yet published in the fund’s factsheet disclosures.
Fund Manager
Ihab Dalwai (Equity)
Full professional biography not yet published in the fund’s factsheet disclosures.
Fund Manager
Paul S Parampreet (Equity)
Full professional biography not yet published in the fund’s factsheet disclosures.
Fund Manager
Gopal Agarwal (Overseas)
Full professional biography not yet published in the fund’s factsheet disclosures.
Fees & Plan
Costs, Minimums & Access
Minimum Investment
₹10 lakh
₹10,000 for Accredited Investors
NFO Period
13 Nov 2026 – 27 Nov 2026
Units of ₹10 each during the NFO; re-opens for continuous sale and repurchase within 5 working days of allotment
Documents
Offer Documents & Disclosures
SIF Disclaimer: The Risk Band is as specified by AMFI. Product labelling is based on internal assessment of the characteristics of the investment strategy or model portfolio and may vary post NFO when the actual investments are made. 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.
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