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Side-by-Side SIF & PMS Strategy Matrix
Compare up to 4 High-Net-Worth strategies across SEBI regulatory mandates, minimum ticket size (₹10L vs ₹50L), trailing returns, hurdle rate fee dynamics, and demat tax friction.
| Strategy & Vehicle |
|---|
| 1. Structural & SEBI Regulatory Mandate |
| Minimum Ticket Size |
| Execution Model |
| Custody & Account Title |
| Tax Incidence & Filing |
| 2. Trailing Returns & Quantitative Alpha |
| InvestResearch Quant Star Rating |
| Current NAV / Index Value |
| 1-Day Return |
| 1-Month Return |
| 3-Month Return |
| 6-Month Return |
| 1-Year Trailing Return |
| 3-Year Annualized CAGR |
| 5-Year Annualized CAGR |
| 3. Risk-Adjusted Analytics & Downside Protection |
| Sharpe Ratio (Rf = 6.50%) |
| Jensen's Alpha (vs Benchmark) |
| Annualized Std Dev (Volatility) |
| Historical Peak Drawdown |
| 4. Fee Dynamics, Hurdle Rates & High-Water Mark |
| Fixed Annual Fee |
| Performance Fee & Hurdle |
| 5. Governance & Management |
| Portfolio Manager(s) |
| Primary Benchmark |
| SEBI Registration |
SEBI Regulatory Notice for SIF & PMS Investments
Specialized Investment Funds (SIF) are governed by SEBI's New Asset Class framework with a ₹10,00,000 statutory minimum ticket. Portfolio Management Services (PMS) are regulated under SEBI (Portfolio Managers) Regulations, 2020, with a ₹50,00,000 statutory minimum ticket. Performance fees are subject to the mandatory High-Water Mark principle. InvestResearch India is an objective research analytics portal and does not provide investment solicitation or execution.