EQUITY SIF
Where to invest as market headwinds ease: Motilal Oswal backs mid and smallcaps, favours gold over silver
Motilal Oswal says several headwinds facing Indian equities are easing, supported by stronger earnings, positive FII flows and domestic demand. It remains Neutral on equities but Overweight on mid- and small-caps, while preferring gold over silver and accrual-focused fixed-income strategies.
Wealth managers turn to hybrid SIFs for higher, tax-efficient returns
Specialised investment funds are changing wealth manager portfolio structures. Hybrid SIF strategies are increasingly included in allocations. These funds offer tax efficiency and differentiated investment approaches. Wealth managers suggest these funds complement core portfolios for investors. SIFs provide flexibility through various investment strategies.
Altiva Equity Long Short Fund to launch on September 10; Radhika Gupta explains its large-cap alpha strategy
Edelweiss Mutual Fund is set to unveil its third Specialised Investment Fund strategy, which targets large-cap equities alongside income-focused derivatives. This innovative approach is designed to deliver steady alpha for investors looking to enhance their core portfolios. By integrating large-cap exposure with income-generating elements, this fund aims to meet diverse investment needs. Subscriptions for this fund kick off on September tenth.
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Portfolios need better solutions to existing problems, not more products says Radhika Gupta
Radhika Gupta advises investors to view Specialised Investment Funds (SIFs) as solutions to specific portfolio needs rather than additional products. She highlights Hybrid Long Short for yield, Ex Top 100 for alpha and Equity Long Short for efficient equity exposure. Edelweiss MF’s upcoming Altiva SIF aims to generate more consistent large-cap alpha.
Magnum SIF by SBI Mutual Fund garners over Rs 1,100 crore in Equity Ex-Top 100 Long Short Fund NFO
SBI Mutual Fund’s Magnum Equity Ex-Top 100 Long Short Fund mobilised Rs 1,154 crore, the highest NFO collection in the Equity SIF category, highlighting rising investor interest in differentiated strategies.
From -2% to 24% in a year: What makes momentum fund returns vary so sharply
Momentum funds have produced inconsistent returns during quieter market phases, particularly index-based funds that have encountered significant hurdles. The contrasting results are driven by diverse strategies at play. Investors are encouraged to look past the momentum label and focus on the underlying investment principles. A long-term outlook and strategic allocation are essential for successful momentum investing.
SIFs vs MFs: 5 key differences investors should know before investing
Specialised Investment Funds (SIFs) are steadily becoming a preferred choice for seasoned investors, accumulating an impressive 95,000 folios. Unlike traditional equity mutual funds, which focus solely on long positions, SIFs offer the flexibility of both long and short strategies. With a minimum investment threshold set at ten lakh rupees, these funds have successfully managed assets valued at twenty-three thousand, one hundred seventy-seven crore rupees.
Sebi seeks public comments on review of Accredited Investor framework
SEBI has proposed revamping Accredited Investor rules by adding securities-market assets as an eligibility criterion, simplifying accreditation and expanding deemed eligibility. The changes could increase eligible investors to nearly 4 lakh and ease access to alternative investment products.
Sebi proposes asset threshold for individuals, corporates to widen accredited investor pool
Sebi is set to broaden the criteria for accredited investors, allowing individuals boasting securities assets of Rs 5 crore to qualify for participation. Additionally, body corporates with assets totaling Rs 20 crore will also be considered eligible. This strategic move is designed to encourage greater engagement in alternative investment funds. Interested parties are invited to submit their public comments by September 3.
Sebi mulls Rs 5 cr securities asset route for accredited investor status for individuals
Sebi has proposed an initiative to include securities-market assets as a criterion for accredited investor status. Individuals holding five crore rupees in these assets will be eligible, thereby expanding the investor base for alternative investment funds. The regulator anticipates that approximately 3.7 lakh individuals will meet the revised standards, with investment managers playing a key role in confirming accredited status during the onboarding process.
Mutual funds increase cash allocation by over Rs 7,800 crore in July to Rs 1.90 lakh crore
Mutual funds boosted cash holdings by over Rs 7,856 crore in July. PPFAS Mutual Fund held the largest cash reserve at Rs 25,291 crore. This fund house has three equity-oriented funds in its portfolio. Rajeev Thakkar noted cash levels have fallen from a peak of 25%. Other fund houses like SBI and HDFC also maintained significant cash reserves.
SIF AUM jumps 30% to Rs 23,177 crore in July; inflows rise 30% MoM: Report
SIF assets under management rose 30% month-on-month to Rs 23,177 crore in July 2026, while inflows also jumped 30% to Rs 4,922 crore. Hybrid Long-Short Funds dominated the segment, accounting for 66% of total SIF AUM.
Can SIFs bridge the gap between mutual funds and alternative investments?
Specialized Investment Funds (SIFs) introduced a new investment framework for experienced investors. As portfolios evolve beyond traditional asset classes, could SIFs become the missing link between mutual funds and alternative investments?
Mutual fund SIP inflows climb marginally MoM to Rs 31,961 crore in July
Mutual fund SIP inflows rose marginally to Rs 31,961 crore in July, up 12% year-on-year, while equity fund inflows declined 15% month-on-month. Small-cap funds recorded their highest-ever inflow at Rs 7,767 crore. Debt funds saw a strong revival, attracting Rs 1.87 lakh crore after two consecutive months of outflows.
The Wealth Company launches GIFT City Fund to offer overseas investors India mutual fund exposure
The Wealth Company has launched an open-ended Category III AIF in GIFT City, offering eligible non-resident investors, including NRIs, a US-dollar route to diversified Indian mutual funds and ETFs through professionally managed portfolio selection.
Market overreactions create opportunities, says Bajaj AMC MD Ganesh Mohan; explains why
A prolonged consolidation in Indian equities has tested investors’ patience. But Bajaj Asset Management’s Managing Director Ganesh Mohan tells Sameer Bhardwaj that this is precisely when disciplined investors should stay the course.
Unclaimed mutual fund money rises 10% in FY26; AMCs hold over Rs 3,811 crore in unpaid dividends, redemptions: Sebi
Unclaimed mutual fund assets rose nearly 10% to Rs 3,811 crore in FY26, led by higher unclaimed dividends, Sebi said. Despite this, mutual fund assets, SIP contributions and investor participation expanded strongly, reflecting sustained retail interest and industry growth.
NFO Alert: SBI Mutual Fund launches Magnum Equity Ex-Top 100 Long Short Fund
SBI Mutual Fund has announced the launch of its Magnum Equity Ex-Top 100 Long Short Fund under the Specialized Investment Fund framework. Opening on August 7, the NFO targets long-term capital growth by investing outside the top 100 stocks with a long-short strategy using equity derivatives.
Specialised Investment Funds: How to evaluate strategy, risk, derivatives and red flags before investing in SIFs
They were created for investors who have outgrown the standardised constraints of mutual fund categories but do not meet the Rs 50 lakh minimum that portfolio management service (PMS) demands. The SIF entry threshold sits at Rs 10 lakh per investor. Here's a guide to the objective, strategy, risk band and red flags that separate a good SIF from a risky bet.
REIT mutual funds vs REITs: Why the fund route may be the smarter bet
Despite their benefits, REITs have not found widespread acceptance. Tax treatment is a major hurdle. When investing directly in REITs, investors face multiple layers of taxes. But two things have now changed. From 1 January 2026, REITs are classified as equity for taxation purposes. This means gains on investments held for more than 12 months qualify as LTCG and are taxed at 12.5%.
Sebi proposes simplified rules, lower investment floor for mutual fund PMS
Sebi has proposed lowering the minimum investment for mutual fund-only portfolio management services. The regulator suggests reducing this threshold from Rs 50 lakh down to Rs 25 lakh. This move aims to make these services more accessible to a wider investor base. Additionally, Sebi is simplifying other requirements for these portfolio managers. These proposed changes are expected to impact the investment landscape significantly.
Should investors increase allocation to small, midcaps? Motilal Oswal Private Wealth explains why
Motilal Oswal Private Wealth has increased its recommended portfolio allocation for mid and smallcaps to 50% in its July 2026 report, citing attractive valuations and high exposure to growth sectors. The firm maintains a neutral stance on overall equities while advising a flexible, actively managed investment approach.
Sebi proposes Rs 25 lakh mutual fund-only PMS: What it means for investors
India's securities regulator is proposing major changes to portfolio management services. A new category will lower the minimum investment to Rs. 25 lakh. This move aims to make professional management accessible to more investors. The proposals also allow for wider investment in foreign and unlisted securities. These changes could reshape the investment landscape for many individuals.
Explained: Sebi proposes MF-PMS framework model with entry fee at Rs 25 lakh. Who stands to benefit?
SEBI has proposed a major revamp of the Portfolio Management Services (PMS) framework, including the launch of a new mutual fund-only PMS (MF-PMS) category. The proposal aims to widen investment options for portfolio managers, improve investor access to professionally managed portfolios, and create new business opportunities for PMS providers and mutual fund distributors.
Best balanced advantage funds or dynamic asset allocation funds to invest in July 2026
Balanced advantage funds dynamically manage equity exposure based on market conditions. These hybrid schemes invest in stocks, debt, and arbitrage opportunities. While advisors recommend them, these funds are not entirely risk-free investments. Investors should tolerate stock market volatility and have a five-year horizon. Edelweiss and ICICI Prudential Balanced Advantage Funds are recommended options.
Hybrid SIFs: How these specialised investment funds are filling the risk-return gap
Hybrid long-short funds rival debt, arbitrage and hybrid funds, but look beyond the label.
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