Thought Leadership
Perspectives from India's leading fund houses on Specialised Investment Funds strategy, suitability, and what comes next.
Bandhan Mutual Fund
Arudha SIF
Equity Long-Short SIFs: The Smarter Way to Stay Invested When Markets Get Complicated
An equity long-short strategy allows a portfolio manager to take long positions in companies expected to appreciate and short positions in stocks expected to underperform.
Mirae Asset Mutual Fund
Platinum SIF
Do You Need a SIF Strategy in Your Portfolio?
For years, Indian wealth management had a structural gap. The Specialised Investment Fund closes that gap not with a diluted product, but with a genuinely new category.
Nuvama Mutual Fund
Building India's Next Investment Category
From approximately ₹2,000 crore in October 2025, SIF assets crossed ₹17,500 crore by June 2026 — a near-ninefold expansion in eight months. The next category is not on the horizon. It has arrived.
360 ONE ASSET
Dyna SIF
The Missing Middle, Found: Why SIFs Mark a Structural Shift in Indian Investing
For decades, Indian investing operated at two extremes: a mutual fund accessible at ₹100, and an AIF gated at ₹1 crore, with almost nothing in between.
SBI Mutual Fund
Magnum SIF
Not Every Investment Has the Same Job: Understanding Where SIFs May Fit in Your Portfolio
A well-built portfolio is a lot like a well-functioning team. Every player has a role. The more useful question is not whether SIFs are better but what job they can perform in your portfolio.
More coming soon
Additional thought leadership pieces from leading AMCs will appear here.