Bonvista Financial Services Pvt. Ltd. is an AMFI registered Mutual Fund Distributor holding ARN No.136656
The Next Era of Wealth Creation
Why Limit Your Portfolio to a One-Way Market?
Traditional portfolios only profit when markets rise, leaving you exposed to the risk of market falls. Your wealth shouldn't just survive volatility, it should actively capture growth in both directions.
Expertly Curated by Mr. Unmesh Deshmukh
Founder Director, Bonvista Financial Services
AMFI-Registered SIF Distributor in Nashik
Bonvista Financial Services Pvt. Ltd. (ARN: 136656) is a leading AMFI-registered mutual fund and Specialised Investment Fund (SIF) distributor located in Nashik, Maharashtra. We provide expert goal-based investments, wealth protection, and alternative long-short SIF strategies for investors with a minimum ticket size of 鈧10 Lakhs.
The Bridge
SIFs: The Missing Link in Modern Investing
Introduced by SEBI, SIFs bridge the massive gap between rigid mutual funds and expensive PMS or AIF platforms.
Strategic Advantage
What is the Strategic Advantage of SIFs?
Unlike rigid "buy-and-hold" traditional funds, SIFs leverage unique legal flexibility to take up to 25% unhedged short positions using derivatives.
Maximize exposure to high-conviction, undervalued large, mid-and-small-caps.
Protect from market declines, creating an active hedge during corrections.
The Structural Edge
How Do SIFs Compare to PMS and AIFs?
For an HNI, gross returns are only half the story, structural and tax efficiency dictate your actual take-home wealth. SIFs offer an unmatched structural advantage over traditional premium options:
| Feature | Specialised Investment Funds (SIFs) | Portfolio Management Services (PMS) | Alternative Investment Funds (AIF Cat III) |
|---|---|---|---|
| Minimum Investment | 鈧10 Lakh | 鈧50 Lakh | 鈧1 Crore |
| Tax Trigger | Only upon redemption | Every single buy/sell transaction | At the Fund Level (Highest slab) |
| Equity Taxation | 12.5% LTCG (After 12 months) | Capital gains applied per transaction | Complex Business Income rates |
| Short Selling | Allowed (Up to 25% unhedged) | Restricted / Long-only focus | Allowed (High Leverage) |
Optimize Your 鈧10L+ Portfolio
Discover if a Specialised Investment Fund is the right bridge between traditional Mutual Funds and high-entry PMS strategies. Speak directly with our distribution experts to get a personalized breakdown of the tax advantages and long-short strategies available to you.
Expert Strategy & Execution
Overseen by Mr. Unmesh Deshmukh (Founder Director)
AMFI ARN: 136656
Invest in Specialised Investment Funds
Interactive SIF Comparison Tool
Use our interactive Specialised Investment Funds (SIF) comparison tool below to analyze NAVs, categories, and fund objectives across top Asset Management Companies. Whether you are looking at Hybrid Long-Short or Equity Long-Short categories, you can select up to two funds to compare their metrics side-by-side.
| AMC | SIF | Category | NAV | Compare | Invest |
|---|---|---|---|---|---|
Edelweiss Mutual Fund
|
Altiva | Hybrid Long-Short Fund | |||
Aditya Birla Capital AMC
|
Apex | Hybrid Long-Short Fund | |||
Bandhan Mutual Fund
|
Arudha | Hybrid Long-Short Fund | |||
360 ONE Asset
|
Dyna | Equity Long-Short Fund | |||
|
360 ONE Asset
|
Dyna Active | Active Asset Allocator Long-Short | |||
ICICI Prudential Mutual Fund
|
iSIF | Hybrid Long-Short Fund | |||
|
ICICI Prudential Mutual Fund
|
iSIF Ex-100 | Equity Ex-Top 100 Long-Short | |||
SBI Mutual Fund
|
Magnum | Hybrid Long-Short Fund | |||
quant Mutual Fund
|
qsif | Equity Long-Short Fund | |||
Tata Mutual Fund
|
Titanium | Hybrid Long-Short Fund | |||
ITI Mutual Fund
|
Diviniti | Equity Long-Short Fund |
Understanding SIF Categories & How to Compare
Our SIF comparison feature allows you to evaluate various specialized strategies objectively. Simply click the 'Compare' button next to any two funds to view a detailed, side-by-side breakdown of their asset allocation, minimum investment criteria, and risk bands.
- Hybrid Long-Short Funds: These funds dynamically allocate capital across equity, debt, and arbitrage opportunities, taking calculated short positions to protect the portfolio against market downturns.
- Equity Long-Short Funds: These are aggressive equity-focused funds that take directional calls and utilize derivative hedging strategies.
Educational Tool Disclaimer: This comparison tool is provided strictly for educational and informational purposes and does not constitute investment advice, financial planning, or a recommendation to buy or sell any specific fund. The data presented is for illustrative comparison. Mutual fund investments are subject to market risks; please read all scheme-related documents carefully before investing.
Your Wealth Deserves an Agility Advantage
Legacy structures leave modern market gains on the table. SIFs offer elite, institutional-grade agility without the administrative hassle. At Bonvista, we handpick and align these advanced strategies with your unique wealth milestones.
FAQ
Frequently Asked Questions
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Bonvista Financial Services Pvt. Ltd. is an AMFI-Registered Mutual Fund Distributor (ARN: 136656).