Strategic Investment Fund (SIF)
Strategic Investment Fund (SIF)
Built to Outperform When Markets Don’t
Built to Outperform When Markets Don’t
Market cycles are unpredictable, and most investors struggle not during bull runs, but during sideways and bear markets. That’s where ASM Wealth’s SIF strategy stands apart.
Market cycles are unpredictable, and most investors struggle not during bull runs, but during sideways and bear markets. That’s where ASM Wealth’s SIF strategy stands apart.
SIFs run a high-conviction, actively managed strategy designed specifically to control volatility, protect capital in tough phases, and generate meaningful alpha when broader markets remain flat. It blends disciplined research with tactical agility so your portfolio keeps moving forward even when the market doesn’t.
SIFs run a high-conviction, actively managed strategy designed specifically to control volatility, protect capital in tough phases, and generate meaningful alpha when broader markets remain flat. It blends disciplined research with tactical agility so your portfolio keeps moving forward even when the market doesn’t.
This is back-tested data clearly demonstrates that SIFs can smoothen the wealth creation journey.
This is back-tested data clearly demonstrates that SIFs can smoothen the wealth creation journey.
How SIF Complements Your Wealth Plan
SIF acts as the “dynamic engine” within your overall strategy. The table below demonstrates how SIFs help smooth the journey, reduce portfolio stress, and capture alpha across market phases. It works in harmony with your Mutual Fund, PMS/AIF, and other allocations as part of a unified plan.
Why SIF Matters in Real-World Market Cycles
Hedging (through use of derivatives), cash management and short selling are some structural strengths which help your portfolio to absorb shocks more effectively, reducing deep drawdowns and improving long-term compounding.
Our goal through SIFs is simple: keep your capital productive even when the index sleeps.
How SIF Complements Your Wealth Plan
SIF acts as the “dynamic engine” within your overall strategy. The table below demonstrates how SIFs help smooth the journey, reduce portfolio stress, and capture alpha across market phases. It works in harmony with your Mutual Fund, PMS/AIF, and other allocations as part of a unified plan.
Why SIF Matters in Real-World Market Cycles
Hedging (through use of derivatives), cash management and short selling are some structural strengths which help your portfolio to absorb shocks more effectively, reducing deep drawdowns and improving long-term compounding.
Our goal through SIFs is simple: keep your capital productive even when the index sleeps.
Payoffs in market phases
Payoffs in market phases
Payoffs in market phases
Bull Phase
Bull Phase
Bear Phase
Bear Phase
Sideways Market
Sideways Market
Market return/
Index return
Market return/
Index return
Market return/
Index return
15%
15%
-15%
-15%
0%
0%
Cash Equities
(55%)
Cash Equities
(55%)
Cash Equities
(55%)
8%
8%
-8%
-8%
0%
0%
Derivatives
(25%)
Derivatives
(25%)
Derivatives
(25%)
3%
3%
4%
4%
3%
3%
Fixed Income- Active Debt plus margin money (25%)
Fixed Income- Active Debt plus margin money (25%)
Fixed Income- Active Debt plus margin money (25%)
3.25%
3.25%
3.25%
3.25%
3.25%
3.25%
total expected gross return
total expected gross return
total expected gross return
14.25%
14.25%
-0.75%
-0.75%
6.25%
6.25%
Equity returns assumed to be index returns depending on the phase, active debt at 7%, margin money at 6%, derivatives return assumed 3-4% absolute
Equity returns assumed to be index returns depending on the phase, active debt at 7%, margin money at 6%, derivatives return assumed 3-4% absolute
Our story begins with a simple pledge to empower every individual in India to attain their financial goals and protect what matters most. Life's uncertainties may be challenging, but we firmly believe that with the right guidance and support, you can overcome them.
407/2A, Raheja Classique, New Link Road, Andheri West, Mumbai 400053
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy distributable surplus.
ASM Wealth makes no warranties or representations, express or implied, on products offered through the platform of Prudence. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
© 2025 ASM Advisors. All Rights Reserved.
Our story begins with a simple pledge to empower every individual in India to attain their financial goals and protect what matters most. Life's uncertainties may be challenging, but we firmly believe that with the right guidance and support, you can overcome them.
407/2A, Raheja Classique, New Link Road, Andheri West, Mumbai 400053
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy distributable surplus.
ASM Wealth makes no warranties or representations, express or implied, on products offered through the platform of Prudence. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
© 2025 ASM Advisors. All Rights Reserved.
Our story begins with a simple pledge to empower every individual in India to attain their financial goals and protect what matters most. Life's uncertainties may be challenging, but we firmly believe that with the right guidance and support, you can overcome them.
407/2A, Raheja Classique, New Link Road, Andheri West, Mumbai 400053
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy distributable surplus.
ASM Wealth makes no warranties or representations, express or implied, on products offered through the platform of Prudence. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
© 2025 ASM Advisors. All Rights Reserved.
Our story begins with a simple pledge to empower every individual in India to attain their financial goals and protect what matters most. Life's uncertainties may be challenging, but we firmly believe that with the right guidance and support, you can overcome them.
407/2A, Raheja Classique, New Link Road, Andheri West, Mumbai 400053
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy distributable surplus.
ASM Wealth makes no warranties or representations, express or implied, on products offered through the platform of Prudence. It accepts no liability for any damages or losses, however, caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable. Investments in Securities markets are subject to market risks, read all the related documents carefully before investing.
© 2025 ASM Advisors. All Rights Reserved.