UTI Mutual Fund · UTI’s Classif SIF, first strategy on SEBI’s draft list
Draft filed with SEBI (listed 27 Oct 2026; the document is dated 28 Sep 2026) for UTI’s Classif SIF: a hybrid long-short interval strategy investing in equity and debt, with limited short exposure in equity and debt through derivatives. Proposed benchmark NIFTY 50 Hybrid Composite Debt 15:85 Index; risk band level 3 in the draft. Min ₹10 lakh (₹1 lakh for accredited investors); redemptions Mondays and Wednesdays; exit load nil; units to be listed. Managers named in the draft: Sharwan Kumar Goyal (equity) and Anurag Mittal (debt). Terms in a draft can change before launch. NFO window not yet announced.
| Detail | Draft filed 27 Oct 2026 |
| Status | window awaited |
| Live SIFs already in this strategy | 11 |
| Their expense ratios (Regular plan) | Base 0.63% to 2.07%; all-in total 1.23% to 3.29% |
| Assets already in the strategy | ₹23,829 Cr |
From AMFI’s official SIF NAV feed and TER disclosure (the all-in total adds brokerage, transaction costs and statutory levies); assets from each fund house’s latest portfolio statement. See every live Hybrid Long-Short SIF →
We link to the fund house’s own files and never re-host them. The offer documents govern; read them before investing.
Not yet. UTI Mutual Fund has filed a draft offer document with SEBI; the NFO dates are set only when the final document is published.
₹10 lakh, counted at PAN level across all the SIF strategies of one fund house (accredited investors are exempt), as SEBI’s SIF framework sets it.
No. A fund in NFO has no NAV history and no performance, so it cannot be compared with a live fund. Judge it on its offer document: the strategy, the limits on short positions, the fund managers and the costs.
Every document we link is the fund house’s or AMFI’s own copy: SEBI draft filing (27 Oct 2026), Draft ISID (SEBI), Classif SIF page (UTI MF).
Questions about this launch, the paperwork or the ₹10 lakh minimum? Our team walks you through the offer document. No fee, no obligation.
Source: Draft ISID on SEBI’s draft offer documents list (listed 27 Oct 2026, read in full 6 Nov 2026); UTI Mutual Fund’s Classif SIF page, which carries brand copy only and no dates. Register updated 6 Nov 2026. *₹10 lakh at PAN level across one fund house’s SIF strategies; accredited investors are exempt.
Information only, not a recommendation to invest in any NFO or fund. Trustner Asset Services Pvt. Ltd. is an AMFI-registered Mutual Fund & SIF Distributor (ARN-286886) and may receive commission from fund houses. SIF investments are subject to market risks; read all scheme-related documents carefully before investing.
NFO windows last about two weeks. We send a short note with the dates and the offer documents when a new SIF opens. Free.