Research preview: Specialized Investment Fund (SIF) profiles show source evidence and known gaps. Verify official documents before relying on any data point.

Review methodology

SIF comparison

Compare any SIF with any other SIF.

Every tracked Specialized Investment Fund remains selectable. Compare mandate, risk-band, liquidity, costs, NAV context, and source evidence across the same strategy or across entirely different categories.

27 tracked SIFs

Up to 4 side by side

No pairing restrictions

Cross-category comparison is useful for understanding portfolio role, access, and risk. It is not a like-for-like return ranking; verify the official benchmark and scheme documents before drawing conclusions.

All-SIF selector

Choose any 2 to 4 SIFs

Every tracked SIF is available. Select schemes from the same AMC, the same strategy, or entirely different categories.

27 available / 1 selected

Add one more SIF to make this a useful side-by-side comparison.

Current compare set

1/4 selected

Magnum Hybrid Long-Short FundAdd 3 more

Comparison context

Add another SIF

Every tracked SIF remains available for the second selection.

Choose any scheme. The page will explain whether the result is a closer mandate comparison or a broader cross-category review.

Key differences

What changes your review

Scan these first. They show where the shortlist actually differs.

Category

All selected: Hybrid / Multi-Asset.

Strategy

Similar strategy: Hybrid Long-Short.

AMC

Single AMC; focus on strategy and access terms.

NAV freshness

Consistent: Daily NAV.

Evidence and access

Broadly similar; focus on mandate fit.

Investor fact readiness

Compare the facts that decide whether a SIF is reviewable.

This table uses the same answer-first fact sheet as each profile. Values appear only when approved for public promotion; otherwise the status tells you whether extraction, source review, or proof is still pending.

Answers shown

9/10

Extraction pending

1

High-priority open

0

Investor fact
Magnum Hybrid Long-Short Fund
SBI Mutual Fund
Risk-band

Risk Band Level 1

Official disclosure as of 31 Jul 2026

Answer ready

Proof: SBI Magnum SIF factsheet - July 2026

Minimum investment

Rs. 10 lakh initially; Rs. 10,000 for an additional purchase. Aggregate Magnum SIF value at PAN level must remain at least Rs. 10 lakh.

Answer ready

Proof: Monthly factsheet

Liquidity / exit terms

Interval strategy; redemptions are processed on Monday and Wednesday from 9 February 2026, subject to minimum-threshold and exit-load terms.

Answer ready

Proof: Monthly factsheet

Fund manager / team

Fund manager: Mr. Gaurav Mehta; managing since October 2025; total experience around 20 years.

Answer ready

Proof: SBI Magnum SIF July 2026 factsheet

AUM

AUM as on 31 July 2026: Rs. 3,833.95 crore; AAUM for July 2026: Rs. 3,789.05 crore.

Answer ready

Proof: SBI Magnum SIF July 2026 factsheet

TER / costs

Base expense ratio / TER as on 31 July 2026: Regular 0.92% / 1.75%; Direct 0.40% / 1.14%.

Answer ready

Proof: SBI Magnum SIF July 2026 factsheet

Exit load / dealing rules

Exit load for ongoing basis: 0.50% if redeemed on or before 15 days from allotment; 0.25% after 15 days but on or before 1 month; nil after 1 month. No exit load for switching between plans within the strategy.

Answer ready

Proof: Official SBI Magnum SIF ISID

Benchmark

NIFTY 50 Hybrid Composite Debt 50:50 Index TRI

Answer ready

Proof: Monthly factsheet

Portfolio snapshot

Not captured yet

Source ready

Proof: Portfolio disclosure

SIF attributes

Side-by-side SIF attributes

Attribute
Magnum Hybrid Long-Short Fund
SBI Mutual Fund
Research contextFlexible allocation research
Review carefully ifliquidity or tax fit is unclear
AMCSBI Mutual Fund
CategoryHybrid / Multi-Asset
StrategyHybrid Long-Short
Statuslaunched
Investor typeInvestors looking for active hybrid allocation with SIF flexibility
Minimum investmentRs. 10 lakh initially; Rs. 10,000 for an additional purchase. Aggregate Magnum SIF value at PAN level must remain at least Rs. 10 lakh.
LiquidityInterval strategy; redemptions are processed on Monday and Wednesday from 9 February 2026, subject to minimum-threshold and exit-load terms.
TaxationRefer latest offer document and advisor guidance
Latest NAV₹10.42
NAV date17 Sept 2026
NAV freshnessDaily NAV

Source matrix

Compare evidence quality

Evidence
Magnum Hybrid Long-Short Fund
SBI Mutual Fund
Review statusReady to review
Next checkOpen the profile and check mandate, liquidity, NAV freshness, costs, and documents.
Evidence statusReady to review
Evidence checked7/8 evidence items checked
Verify nextAUM / AAUM disclosure

Conventional mutual-fund context

MF alternatives for this shortlist

Open only when the Rs. 10 lakh SIF route or strategy complexity is not suitable. These funds are comparison starting points, not SIF equivalents.

13 curated funds / open

Dynamic allocation comparison

Hybrid long-short context

5 funds

Compare equity-debt-gold mix, volatility control, downside participation, and tax/liquidity treatment against hybrid SIF disclosures.

Balanced advantage, multi-asset, and equity-savings funds cannot be treated as the same product as a hybrid long-short SIF with broader strategy permissions.

HDFC Balanced Advantage FundICICI Prudential Balanced Advantage FundSBI Balanced Advantage FundICICI Prudential Multi-Asset FundHDFC Multi-Asset Allocation Fund

Next step

Move the review forward

Open the strongest document, inspect the lead profile, or copy the current shortlist note.

Open factsheetOpen profileCheck methodology