Expert insights on SEBI's Specialized Investment Funds — strategies, comparisons, and the latest updates in India.
There is an important update for Canada-based Non-Resident Indians (NRIs) looking to invest in India. Edelweiss Mutual Fund and Altiva SIF can now accept investments from eligible Canada-based NRI investors while they are in India**, subject to applicable eligibility and documentation requirements, according to a communication from Edelweiss Mutual Fund.
The official August-end data shows notable recent performance in several of its strategies, particularly the Equity Ex-Top 100 Long-Short Fund, while Active Asset Allocator, Equity Long-Short and Hybrid Long-Short have also recorded meaningful returns over their available histories.
UPI will introduce a 0.4% MDR on eligible merchant payments above ₹2,000 from October 15, 2026. Here’s what consumers, merchants and small businesses need to know.
The public issue is scheduled to open on September 17, 2026 and close on September 21, 2026. At the upper end of the price band, NSE would be valued at approximately ₹4.42 lakh crore. Unlike many IPOs, however, NSE isn't raising fresh capital through the issue. The IPO is a 100% Offer for Sale (OFS), meaning existing NSE shareholders are selling part of their holdings to public investors.
in August 2026, according to the latest data published by the Association of Mutual Funds in India (AMFI). That's more than ₹1,000 crore being invested through SIPs per day on average during the month. And this isn't an isolated spike. SIPs have steadily become one of the most important routes through which Indian households participate in mutual funds and the equity markets.
Mahindra Manulife Mutual Fund is preparing to launch the MSIF Equity Long-Short Fund, an open-ended equity investment strategy that will invest predominantly in listed equities and equity-related instruments while also having the flexibility to take limited short exposure through derivatives. The New Fund Offer (NFO) is scheduled to open on September 30, 2026 and close on October 14, 2026. The investment strategy is scheduled to reopen for continuous sale and repurchase on October 26, 2026.
The industry comprised 33 investment strategies and 1,25,539 folios, highlighting the expanding footprint of SIFs within India's investment landscape. The data also reveals something equally important: SIF assets are currently highly concentrated in Hybrid Long-Short and Equity Ex-Top 100 Long-Short strategies, rather than being evenly distributed across the entire SIF framework.
The launch of the Altiva Equity Long-Short Fund on September 10, 2026 adds another strategy to India's expanding Specialized Investment Fund ecosystem.
When does an MFD need GST registration? Does the ₹20 lakh threshold apply only to mutual fund commission? How is aggregate turnover calculated? What is Input Tax Credit (ITC)? Which GST returns need to be filed? Can an MFD opt for quarterly filing?
India's Specialized Investment Fund (SIF) market is set to get even more competitive, with AlphaGrep Mutual Fund and Mahindra Manulife Mutual Fund moving forward with new Hybrid Long-Short strategies.
Devinder Pal Singh (D P Singh), Joint Chief Executive Officer of SBI Funds Management Limited, retired on **August 31, 2026**, after attaining the age of superannuation. SBI Funds Management formally informed the stock exchanges of his retirement and updated its list of Key Managerial Personnel effective August 31.
Late August 2026 is shaping up to be an active period for India's IPO market, with issues ranging from approximately ₹35 crore SME offerings to the ₹1,757 crore Symbiotec Pharmalab Mainboard IPO.
With the launch of Apex Equity Long-Short Fund and Apex Equity Ex-Top 100 Long-Short Fund, Aditya Birla Sun Life AMC is adding two differentiated equity strategies to its APEX SIF platform.
Wondering how to retire with ₹5 crore in India? Learn how much to invest monthly, SIP amounts, retirement corpus calculations, inflation, SWP and how to build a ₹5 crore retirement corpus.
JioBlackRock has launched regular mutual fund plans from August 17, 2026. Understand what JioBlackRock Regular Plans mean, how they differ from Direct Plans, distributor access, costs and what investors should know.
The SIF ecosystem is developing rapidly, and investors now have access to strategies that go beyond traditional mutual fund structures. As more SIFs build longer track records, metrics such as **maximum drawdown, recovery time, rolling returns, volatility and consistency** will become increasingly valuable for comparing strategies.
With India's SIF ecosystem continuing to expand, Altiva Hybrid Long-Short Fund is a strategy worth tracking for investors and distributors looking to understand the evolution of sophisticated mutual-fund investing in India.
₹10,000 per month can be a powerful starting point for long-term investing. The key is not simply the amount you invest, but how early you start, how consistently you invest, how long you remain invested and whether your strategy matches your financial goals.
The launch of Apex Equity Long-Short Fund and Apex Equity Ex-Top 100 Long-Short Fund marks an important expansion of Aditya Birla Sun Life AMC's presence in India's Specialized Investment Fund ecosystem.
The launch of Magnum Equity Ex-Top 100 Long Short Fund is another important development for India's Specialized Investment Fund ecosystem. By focusing predominantly on companies outside the top 100 and allowing limited short exposure through derivatives, the strategy introduces a different approach to equity investing within the SIF framework.
The Indian Specialized Investment Fund industry continues to gain momentum, with total industry AUM crossing ₹23,345 Crore as of 31st July 2026. As more AMCs launch innovative SIF strategies and investor awareness grows, monthly AUM tracking provides a valuable snapshot of the industry's evolution.
Markets will continue to evolve, technologies will change, and new investment products will emerge. However, the timeless investment lessons taught by Warren Buffett continue to guide investors across generations. Success in investing rarely comes from predicting the next market move. Instead, it comes from patience, discipline, continuous learning, and making informed decisions. Whether you're just beginning your investment journey or exploring advanced investment solutions, Buffett's philosophy offers valuable guidance for building wealth over the long term.
The 50/30/20 Rule divides your income into Needs (50%), Wants (30%), and Savings & Investments (20%). It helps create disciplined spending and long-term financial stability. The 20% savings category can include SIPs, mutual funds, retirement planning, and other investments. The rule is flexible and can be adjusted based on individual financial goals. Consistent budgeting and investing are key to long-term wealth creation.
JioBlackRock has reopened subscriptions for the Prism Hybrid Long-Short Fund from 23 July 2026. The fund is JioBlackRock's first Specialized Investment Fund (SIF). It follows a diversified Hybrid Long-Short investment strategy. Minimum investment remains ₹10 lakh. The strategy combines equity, fixed income, derivatives, REITs, InvITs, and merger arbitrage. The fund is designed for investors seeking sophisticated investment strategies beyond traditional mutual funds.
Learn what a Specialized Investment Fund (SIF) is, why SEBI introduced it, how it works, its features, eligibility, benefits, risks, and how it differs from traditional mutual funds.
Compare Specialized Investment Funds (SIF), Mutual Funds, Portfolio Management Services (PMS), and Alternative Investment Funds (AIF) to understand their structure, strategies, regulation, and investor suitability.
Learn who Specialized Investment Funds (SIFs) are designed for, their eligibility, benefits, potential risks, and the key factors investors should consider before investing.
Specialized Investment Funds (SIFs) are a new SEBI-regulated investment category. SIFs offer more flexible investment strategies than traditional mutual funds. The SIF ecosystem includes AMCs, fund managers, advisors, research platforms, and regulators. Investors should evaluate strategy, risk, costs, liquidity, and suitability before investing. Dedicated information platforms - including SIF360, SIFPrime, SIFEdge, and SIFBazar - can help investors follow market developments, but official AMC and SEBI documents should remain the primary source for investment decisions.
Summit Equity Long-Short Fund is designed to capture both long and short opportunities through directional equity and tactical short positions via derivatives.
A SIP allows you to invest a fixed amount regularly in a mutual fund. It helps build investing discipline and supports long-term wealth creation. SIPs benefit from rupee cost averaging and the power of compounding. They reduce the need to time the market. SIPs are suitable for beginners, salaried professionals, and long-term investors. As wealth grows, investors may also explore advanced investment options such as PMS, AIFs, and SIFs.
JioBlackRock launched its first Specialized Investment Fund (SIF) on "29 June 2026". The fund is named "Prism Hybrid Long-Short Fund". The NFO is open from "29 June to 13 July 2026". The strategy combines equity, debt, derivatives, REITs, InvITs, and merger arbitrage. Minimum investment is "₹10 lakh". The fund targets investors seeking sophisticated, diversified investment strategies beyond traditional mutual funds. The launch marks JioBlackRock's entry into India's emerging SIF ecosystem.
Mutual funds are one of the easiest investment options for beginners. Index funds, large-cap funds, flexi-cap funds, and balanced advantage funds are commonly considered beginner-friendly. SIPs can help investors build discipline and reduce timing risk. Avoid chasing recent returns or making emotional investment decisions. Focus on long-term goals and consistent investing. As portfolios grow, investors may later explore PMS, AIFs, and SIFs as part of a broader wealth management strategy.
AI-driven investing uses artificial intelligence and machine learning to analyze market data, identify patterns, and support investment decisions. From robo-advisors and quantitative strategies to AI-powered portfolio management, technology is reshaping how investors build wealth and manage risk. This guide explains how AI investing works, its advantages and limitations, and why AI is becoming increasingly important in mutual funds, PMS, AIFs, and other sophisticated investment strategies.
For equity mutual funds, investors currently benefit from a ₹1.25 lakh annual LTCG exemption and a favorable 12.5% LTCG tax rate after one year of holding. Debt funds, on the other hand, follow a different taxation framework and are generally taxed according to the investor's slab rate for newer investments.
Index funds provide simplicity, low costs, diversification, and market-matching returns. Active funds offer professional expertise, flexibility, and the possibility of generating alpha.
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Discover the key differences between SIP and lump sum investing in 2026. Learn the benefits, risks, and which strategy best suits your financial goals.
Discover how SIF360 helps investors identify the best SIF investment opportunities in India through goal-based investing, personalised recommendations, and transparent risk analysis. Learn how this innovative SIF investment platform simplifies structured investing for both beginners and experienced investors.
Compare Specialized Investment Funds (SIFs) and Mutual Funds to understand their differences, risks, returns, flexibility, and suitability for different types of investors.
India’s Specialized Investment Fund (SIF) ecosystem has crossed ₹12,500 Cr in AUM, with rapid AMC participation, strong long-short strategy performance, and increasing investor interest driving the next phase of strategy-led investing in India.
Understand the key differences between SIF vs mutual funds, including risk, returns, flexibility, and investment strategy. Learn why SIF investments are becoming a popular choice for first-time investors in India seeking goal-based and structured investing.
Learn the meaning of SIF funds in India and discover essential SIF investment tips for first-time investors. Explore how structured investing, risk management, and expert guidance from platforms like SIF360 can help you build long-term financial growth with confidence.