Now Reading: SIF AUM surges fivefold to Rs 10,620 crore in six months
-
01
SIF AUM surges fivefold to Rs 10,620 crore in six months
Specialised Investment Funds (SIFs) crossed Rs 10,620 crore in assets under management (AUM) by March 2026, up from Rs 2,010 crore in October 2025, according to the AMFI-Crisil Factbook. Hybrid long-short strategies…
Specialised Investment Funds (SIFs) crossed Rs 10,620 crore in assets under management (AUM) by March 2026, up from Rs 2,010 crore in October 2025, according to the AMFI-Crisil Factbook. Hybrid long-short strategies accounted for 75.48% of the AUM. Experts say affluent investors and high-net-worth individuals are the early adopters, attracted by downside management during the equity-market correction.
Livemint also reported that mid-cap funds replaced large-cap funds as the largest SIP category by AUM as of March 2026. Sectoral, thematic, and small-cap funds also gained share. Separately, SBI Gold Fund delivered the highest three-year SIP return at 44.11%, more than double the 21.36% of the top equity fund. The data reflects shifting investor preferences toward specialised strategies and mid- to small-cap equity, but experts caution against chasing recent returns.
Indian Opinion Analysis
All three articles from Livemint cover distinct mutual fund topics. The first reports that Specialised Investment Funds (SIFs) saw AUM jump from Rs 2,010 crore to Rs 10,620 crore in six months, driven by hybrid long-short strategies attracting affluent investors. The second notes that mid-cap funds overtook large-cap funds as the top SIP category by March 2026, with sectoral and small-cap funds also gaining share. The third reports that SBI Gold Fund delivered the highest three-year SIP return at 44.11%, far ahead of equity funds. The coverage is straight reporting, with no discernible slant. The emerging implication is a clear investor shift toward specialised and mid- to small-cap products, a trend that mutual fund distributors will need to track as the NSE benchmark yields shift.
Coverage: 3 sources, 3 neutral
Sources (3): livemint.com (neutral report), livemint.com (2) (neutral report), livemint.com (3) (neutral report)
This story was synthesised by AI from the 3 sources linked above.
Updated: this story now draws on 3 sources.
