Deepak Jain

SIF Summary/FAQ Q.What is the similarity between a mutual fund and SIF? A. SIF is a mutual fund as per amended definition of mutual fund by SEBI. Q. Then what is the difference?* A. The difference is in extra flexibility that an SIF strategy enjoys over a non SIF mf scheme and minimum investment amount of Rs 10 Lacs. Q. What are those differences? A. Principal difference are the following- 1. Upto 25% naked short allowed. 2. Higher issuer limits for fixed income 3. Limiting redemption window for various strategies depending upon what the manager wants. Like No more than weekly redemption in debt sif and maximum twice a week in case of hybrid strategies. Q. How will SIF be taxed ? A. Same as mutual funds. If equity exposure is greater than 65% then long term 12.5% and short term 20%. If debt exposure is more than 65% then it will always be maximum marginal rate.(mmr) Standard rate will be - long term 12.5% and short term mmr. Standard means any asset class which doesn't hold more than 65% in equity or debt. Q. Will the return be more than MFs? A. That cannot be the point. It has to be seen how the underlying instruments are used. It can be used to enhance returns or in reduce risk. Execution is the key. Q. How many types of schemes can be launched? A. 7 - 3 in Equity , 2 in Hybrid and 2 in Fixed income. 1/N @iRadhikaGupta @ActusDei

@ramamoorthy_h @InvestRepeat The regulation requires 5000 cr of aum to be tracking the debt index which any hybrid wants to include for replication.

@InvestRepeat Though I'd have loved for Nifty short duration G-Sec as debt, this is in the right direction. All the best to the AMC with this fund.

⚡️ Today Edelweiss Mutual Fund has filed papers with SEBI for Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70:30 Index Fund. This would be the first aggressive hybrid index fund in the market.

@nassercricket you haven't been fair on the so called imbalance. 1996 world cup- Australia & West Indies didnt travel to srilanka. 2003 - England didnt travel to Zimbabwe and you were the captain. India & Pakistan is the same situation as Russia & Europe/UK. Wats ur stance thr?

@rahulkanwal 10 yr and 20 yr average rate of INR depreciation is 3.5%

@_Amrit_Pandey__ @EdelweissMF @iRadhikaGupta Thank you

Edelweiss Mid Cap, Small Cap and Gold ETF all gives you good returns--even in downtrends they barely fall..!! I'm all-in on Edelweiss funds alone (from 2022). Proven reliability for long-term wealth. 📈🔥 You can trust them for long term. @EdelweissMF @iRadhikaGupta

@rishibagree Amitabh Bacchan

If you had to pick just one name for #BharatRatna, which name would it be?

@DGCAIndia why are airlines allowed to charge convenience fee on booking?

Some differences between SIF and MFs from a post by @itsdeepakjain Principal difference are the following- 1. Upto 25% naked short allowed. 2. Higher issuer limits for fixed income 3. Limiting redemption window for various strategies depending upon what the manager wants. Like No more than weekly redemption in debt sif and maximum twice a week in case of hybrid strategies. Q. How will SIF be taxed ? A. Same as mutual funds. If equity exposure is greater than 65% then long term 12.5% and short term 20%. If debt exposure is more than 65% then it will always be maximum marginal rate.(mmr) Standard rate will be - long term 12.5% and short term mmr. Standard means any asset class which doesn't hold more than 65% in equity or debt.

@skchettry @ActusDei All listed securities which are not covered under section 50AA are treated as long term asset if held for more than 1 year.

@ActusDei Didn't know SIFs can be listed too, thereby letting a Hybrid fund to fall under equity type of taxation.

In the 1-3 yrs horizon bracket, there is a vacuum. Debt funds have low yields and tax inefficiency. Arbitrage & ESF funds aren't giving great returns. Too risky for pure equity or BAFs/MAAFs. Are hybrid SIFs a solution? We gathered at the Edelweiss office today to understand the product: The mix is as follows: 40-60% fixed income (Current YTM: 7.9%) 20-40% cash-future arb & covered call 0-10% special situations 10-20% derivative strategies Why it can beat pure arbitrage funds: Covered call (Edelweiss writes deep in-the-money calls) + special situation can give that extra edge They're aggressive on credit (22.5% in AA paper) Listing the fund gives it LTCG (12.5% tax) after 1 yr, not 2 yrs. So same tax as arbitrage funds Risks Covered call doesn't protect downside much (premium gives a small cushion) Credit push can go wrong View: It has given about 3% in 3 months, almost double what pure arbitrage funds have given in the same period. We cannot extrapolate this but even a 10% return will turn heads. The higher return comes with more risk, but is the trade-off a good deal? That's a choice for investors to make. At @thefynprint our community meet-ups are deep-dives into a fund/strategy or philosophy. To join the community please mail me at neil@thefynprint.com. Next meet-up is at Quant Mutual Fund and then Whiteoak AMC.

@kp148356 @ActusDei @ICICIPruMF Not allowed

@ActusDei Why no commodities to safeguard years like 2024 . The fine print of the @ICICIPruMF also discounts this asset class which has helped the MAA category

@ActusDei @Rishabh97736672 Its listed. Mandatory requirement.

@Rishabh97736672 Tax on listed securities is 12.5% after 1 yr and Edel plans to list the SIF

Which AMC(s) in India offer all the following mf solutions? Active Funds Passive Funds International FoFs Gift Funds SIFs

Thank you investors & partners for showing trust.

Profile before being BJP President - Nitin Gadkari Age 50 MLC for 19 Years Minister in State for 4 years State BJP President Nitin Nabin Age 45 MLA 19 Years, 5 times Minister in State for 4 years National Gen Secy BJYM, State President BJYM @BDUTT @sardesairajdeep @PreetiChoudhry @rahulkanwal

@sahilkukreja9 @iRadhikaGupta Similar to domestic.

@iRadhikaGupta Hi Radhika, is expense ratio going to be lower for the GIFT fund v/s Indian feeder? Any other advantages for someone to shift from Indian one to Gift one

Neil broke our news. 😎😎😎 Super excited to bring our first international offering via GIFT. This will be for retail investors and the first of others to follow. Lots of details on how to invest to come. The first GIFT fund feeds into the same fund as our Edelweiss Greater China Fund (domestic). @avasthiniranjan @itsdeepakjain @ActusDei

*Last Assembly Elections - BJP+/Cong+/Others* Haryana - 1/0/0 Himachal - 0/1/0 Uttarakhand - 1/0/0 Punjab - 0/0/1 Rajasthan - 1/0/0 Gujarat - 1/0/0 Madhya Pradesh - 1/0/0 Chattisgarh - 1/0/0 Bihar - 1/0/0 Maharashtra- 1/0/0 Karnataka - 0/1/0 Assam - 1/0/0 UP - 1/0/0 Odisha- 1/0/0 WB - 0/0/1 Telangana - 0/1/0 Andhra - 1/0/0 Goa - 1/0/0 Kerala- 0/0/1 TN - 0/1/0 Jharkhand - 0/1/0 Delhi - 1/0/0 Manipur - 1/0/0 Tripura - 1/0/0 Arunachal - 1/0/0 Nagaland - 1/0/0 Meghalaya - 0/0/1 Mizoram - 0/0/1 Sikkim - 0/0/1 Total - 18/5/6 @sardesairajdeep @rahulkanwal

*Last 3 Assembly Elections - BJP+/Cong+/Others* Haryana - 3/0/0 Himachal - 1/2/0 Uttarakhand - 2/1/0 Punjab - 1/1/1 Rajasthan - 2/1/0 Gujarat - 3/0/0 Madhya Pradesh - 2/1/0 Chattisgarh - 2/1/0 Bihar - 2/1/0 Maharashtra- 3/0/0 Karnataka - 1/2/0 Assam - 2/1/0 UP - 2/0/1 Odisha- 1/0/2 WB - 0/0/3 Telangana - 0/1/2 Andhra - 2/0/1 Goa - 3/0/0 Kerala- 0/1/2 TN - 0/1/2 Jharkhand - 1/2/0 Delhi - 1/0/2 Manipur - 2/1/0 Tripura - 2/0/1 Arunachal - 2/1/0 Nagaland - 2/0/1 Meghalaya - 1/1/1 Mizoram - 0/1/2 Sikkim - 0/0/3 Total- 43/20/24 @sardesairajdeep @rahulkanwal

*Last 2 Assembly Elections - BJP+/Cong+/Others* Haryana - 2/0/0 Himachal - 1/1/0 Uttarakhand - 2/0/0 Punjab - 0/1/1 Rajasthan - 1/1/0 Gujarat - 2/0/0 Madhya Pradesh - 1/1/0 Chattisgarh - 1/1/0 Bihar - 2/0/0 Maharashtra- 2/0/0 Karnataka - 1/1/0 Assam - 2/0/0 UP - 2/0/0 Odisha- 1/0/1 WB - 0/0/2 Telangana - 0/1/1 Andhra - 1/0/1 Goa - 2/0/0 Kerala- 0/1/1 TN - 0/1/1 Jharkhand - 0/2/0 Delhi - 1/0/1 Manipur - 2/0/0 Tripura - 2/0/0 Arunachal - 2/0/0 Nagaland - 2/0/0 Meghalaya - 1/0/1 Mizoram - 0/0/2 Sikkim - 0/0/2 Total- 33/11/14 @sardesairajdeep @rahulkanwal

@taran_adarsh u changed ur rating from 3.5 to 4.5

#OneWordReview... #Dhurandhar: BRILLIANT. Rating: ⭐️⭐️⭐⭐️½ Power-packed. Gripping. A massive action spectacle... Director #AdityaDhar delivers a knockout film – one of the best of 2025... A sure-shot winner! #DhurandharReview #AdityaDhar roars back with #Dhurandhar, crafting a high-octane entertainer that marries scale with storytelling... Every frame exudes top-tier big-screen filmmaking. What also elevates #Dhurandhar are its performances... #RanveerSingh delivers a towering, ferocious, career-defining act – vulnerable in moments, volcanic in others... A role that taps into his raw intensity and star power. #AkshayeKhanna is outstanding – calm, calculated, and explosive... Every frame he appears in carries weight; every dialogue pierces through... If his act in #Chhaava was brilliant, he's beyond terrific here. #SanjayDutt is superb and authoritative... #RMadhavan is fantastic, bringing both style and substance... #ArjunRampal is smashing, owning his space in the narrative. #SaraArjun is confident, holds her own in a male-dominated setting... Special mention for #RakeshBedi – this is a memorable performance by the veteran. Hiccups? Not really... The excessive runtime might make some uncomfortable, but there's enough meat in the narrative for you to forget about the length soon enough. Also, the extreme violence won't be everyone's cup of tea – especially the sequence involving #ArjunRampal after the interval – but it must be said that the action blocks are brilliantly executed. The soundtrack cleverly weaves vintage Bollywood tracks into the narrative... The production design is top-notch... The cinematography is absolutely stunning, creating a gritty, authentic world. ⭐️ Final word? A big-screen experience that thrives on solid direction, commanding performances, and spectacular action... Don’t miss it!

@PrashantKishor Chin it up

@kumarsamit @invest_mutual @CapitalmindMF next time

@invest_mutual @itsdeepakjain Can’t find @CapitalmindMF in this list…

Very good chart by @itsdeepakjain Change in AAUM in Oct 2025 vs Oct 2024. Ths industry chage in Equity+Hybrid category is 16%. Check out how individual funds grew and those who grew faster.