Investor
interest in special investment funds (SIFs) rises sharply: June inflows jump
171%
R.Suresh
Kumar, Director, www.fundzavenue.com
Call : +91 9884022122
Investor
interest in Specialised
Investment Funds (SIFs), which have been introduced as a new
investment opportunity in India, continues to grow rapidly. In particular,
fresh investments into this category recorded a significant surge during June 2026. According to the
latest data released by the Association of Mutual Funds in India
(AMFI),
net inflows into SIFs rose to Rs. 3,782 crore in June, compared with Rs. 1,396 crore in May, representing a 171% increase.
This data
indicates that investors are increasingly embracing new investment products and
alternative investment strategies.
What is a SIF?
Specialised
Investment Funds are a category of mutual funds that follow investment
approaches different from traditional equity or debt funds. These funds often
use strategies such as Long-Short, which are designed to take advantage of
opportunities when markets rise and, in certain situations, when markets
decline. As a result, SIFs are generally considered an alternative investment
option for relatively experienced investors.
Strong momentum in June
June 2026
witnessed not only a sharp rise in inflows but also a significant increase in
the category’s Average
Assets Under Management (AAUM).
|
Particulars |
May
2026 |
June
2026 |
Change |
|
Net inflows |
Rs. 1,396 crore |
Rs. 3,782 crore |
+171% |
|
Average Assets Under Management (AAUM) |
Rs. 13,182 crore |
Rs. 16,050 crore |
+21.75% |
The fact
that AAUM has crossed Rs. 16,000 crore suggests that the SIF category is beginning
to establish a meaningful presence in India’s investment landscape.
Hybrid strategies remain the
preferred choice
More than 71% of total SIF
inflows in June
went into hybrid strategies. Inflows into this segment increased from Rs. 744 crore in May to Rs. 2,685 crore in June.
This segment
alone accounts for nearly 72% of the total assets managed by the
SIF industry.
Hybrid long-short funds
continue to dominate
Hybrid
Long-Short Funds remained the largest strategy within the SIF universe during
June. The strategy attracted Rs. 2,043 crore in inflows during
the month, while its AAUM increased to Rs. 10,771 crore. This makes it the
largest SIF strategy in terms of assets under management.
Active asset allocator funds
emerge as the fastest-growing strategy
The biggest
surprise in June was the performance of Active Asset Allocator Long-Short Funds. Inflows into this
strategy surged from just Rs. 37 crore in May to Rs. 643 crore in June, representing an
extraordinary 1,648%
increase.
Its AAUM
also rose sharply from Rs. 246 crore to Rs. 752 crore, registering a 205% increase during the month.
Equity strategies also
witness healthy growth
Investor
participation in equity-oriented SIF strategies continued to strengthen. Total
inflows into this segment increased to Rs. 1,097 crore in June.
Equity Ex-Top 100 funds
attract significant attention
Among equity
strategies, Equity
Ex-Top 100 Long-Short Funds attracted Rs. 753 crore in inflows during
June, a 324%
increase
compared with May. The segment’s AAUM rose to Rs. 2,391 crore, making it the
largest equity-oriented SIF category by assets.
Increase in AAUM across
major SIF strategies
All major
SIF strategies recorded growth in assets under management during June.
Why are investors turning
towards SIFs?
Several
factors are driving the growing interest in SIFs. Investors are increasingly
looking for investment strategies that offer greater flexibility during periods
of market volatility. Long-Short strategies aim to capture opportunities in
both rising and falling markets, making them an alternative to traditional
equity funds.
In addition,
experienced fund managers have the flexibility to actively adjust asset allocation, enabling them to
adapt portfolios to changing market conditions.
|
Scheme Name |
AMC |
AUM (Cr.) |
|
Category
: Scheme |
||
|
Altiva
Equity Ex-Top 100 Long-Short Fund-Reg(G) |
Edelweiss |
440.40 |
|
Altiva
Hybrid Long-Short Fund-Reg(G) |
Edelweiss |
5544.97 |
|
Apex
Hybrid Long-Short Fund-Reg(G) |
Aditya
Birla |
80.52 |
|
Arthaya
Equity Long Short Fund-Reg(G) |
Union |
116.72 |
|
Arudha
Equity Long-Short Fund-Reg(G) |
Bandhan |
91.14 |
|
Arudha
Hybrid Long-Short Fund-Reg(G) |
Bandhan |
109.40 |
|
Diviniti
Equity Long Short Fund-Reg(G) |
ITI |
333.78 |
|
DynaSIF
Active Asset Allocator Long-Short Fund-Reg(G) |
360 One |
194.53 |
|
DynaSIF
Equity Ex-Top 100 Long-Short Fund-Reg(G) |
360 One |
ND |
|
DynaSIF
Equity Long-Short Fund-Reg(G) |
360 One |
276.52 |
|
Infinity
Hybrid Long-Short Fund-Reg(G) |
Kotak |
ND |
|
iSIF
Active Asset Allocator Long-Short Fund-Reg(G) |
ICICI |
607.41 |
|
iSIF
Equity Ex-Top 100 Long-Short Fund-Reg(G) |
ICICI |
1913.34 |
|
iSIF
Equity Long-Short Fund-Reg(G) |
ICICI |
274.39 |
|
iSIF
Hybrid Long-Short Fund-Reg(G) |
ICICI |
927.35 |
|
Magnum
Hybrid Long Short Fund-Reg(G) |
SBI |
3646.60 |
|
Platinum
Hybrid Long-Short Fund-Reg(G) |
Mirae
Asset |
ND |
|
Prism
Hybrid Long-Short Fund-Reg(G) |
JioBlackRock |
ND |
|
Qsif
Active Asset Allocator Long-Short Fund-Reg(G) |
Quants |
63.96 |
|
Qsif
Equity Ex-Top 100 Long-Short Fund-Reg(G) |
Quants |
233.16 |
|
Qsif
Equity Long-Short Fund-Reg(G) |
Quants |
592.08 |
|
Qsif
Hybrid Long-Short Fund-Reg(G) |
Quants |
157.88 |
|
Qsif
Sector Rotation Long-Short Fund-Reg(G) |
Quants |
ND |
|
RedHex
Hybrid Long-Short Fund-Reg(G) |
HSBC |
581.13 |
|
Sapphire
Equity Long-Short SIF-Reg(G) |
Franklin |
ND |
|
Titanium
Equity Long Short Fund-Reg(G) |
Tata |
207.85 |
|
Titanium
Hybrid Long-Short Fund-Reg(G) |
Tata |
548.72 |
|
WSIF
Equity Ex-Top 100 Long-Short Fund-Reg(G) |
The
Wealth Company |
16.15 |
|
WSIF
Equity Long-Short Fund-Reg(G) |
The
Wealth Company |
17.18 |
Note: ND
= Not Disclosed.
Who is SIF suitable for?
SIFs are not
suitable for every investor. They may be more appropriate for investors who
understand market risks, have a long-term investment horizon, and already
possess experience with diversified investment portfolios. Before investing, it
is important to carefully evaluate the fund’s strategy, risk profile, expenses,
and investment horizon.
Conclusion
The June
2026 data clearly shows that Specialised Investment Funds (SIFs) are emerging as a
rapidly growing segment within the Indian investment industry. Hybrid
strategies continue to be the preferred choice among investors, while newer
offerings such as Active Asset Allocator Long-Short Funds are witnessing
exceptionally strong traction. With total AAUM now exceeding Rs. 16,000 crore, SIFs are steadily
carving out a significant role in India’s investment landscape and are likely
to become an important investment avenue over the coming years.
For more details and Investing
R.Suresh
Kumar, Director, www.fundzavenue.com
Call : +91 9884022122
Mail :fundzavenue@gmail.com
ARN: 77037
Read articles written by Mr. R.Suresh Kumar in Nanayam Vikatan, a leading personal
finance magazine https://bit.ly/4afnSZD
R. Suresh Kumar, runs FundzAvenue, a
firm that offers comprehensive personal finance services such as fixed
deposits, stock market investments, mutual funds, tax planning, financial goal
planning, and insurance to individuals and corporate employees. The company
currently serves over 2,000 individual clients.
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme
related documents carefully. The past performance of the mutual funds is not
necessarily indicative of future performance of the schemes.
