SBI Fund Management Unlisted Shares
SBI MF's Magnum SIF to debut Oct 1 with hybrid long-short scheme
Business Standard
2 min read
SBI MF to Launch Magnum SIF Hybrid Long-Short Fund on October 1.
Expert Analysis:
Scheme Launch & Structure: SBI Mutual Fund’s Magnum SIF will launch on October 1 as a hybrid long-short fund, designed for investors seeking debt-like returns with equity taxation.
Return Potential: The scheme aims to deliver returns a few percentage points higher than arbitrage funds, though it carries slightly higher risks compared to arbitrage strategies.
Investment Strategy: The fund will use a collar strategy, selling call options and buying put options on portfolio stocks to generate premium income while limiting downside risk.
Portfolio Allocation: Covered equity will form 55-75 per cent of the portfolio; 25-35 per cent will be in debt instruments; up to 10 per cent in REITs/InvITs; and up to 25 per cent in unhedged derivatives.
Taxation: Returns from the scheme will attract equity taxation, aligning with investors seeking equity-style tax treatment on hybrid returns.
Regulatory Update: Separately, a Sebi panel may recommend public disclosure of assets for its chairman and senior officials to address conflict-of-interest concerns, aligning with global practices.
Magnum SIF offers higher potential returns than arbitrage funds with structured downside protection, while returns will be taxed under equity rules.
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