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NRIs Eye Specialised Investment Funds Amid India's Expanding Wealth Management Landscape

Specialised Investment Funds (SIFs) are emerging as an attractive investment avenue for Non-Resident Indians seeking exposure to India's growth story. While these professionally managed funds offer diversification and advanced investment strategies, NRIs must carefully evaluate eligibility, regulatory compliance, taxation, and cross-border investment implications before making informed long-term investment decisions.

6 Aug 2026Read

Bank FDs Emerge as Unexpected Catalyst for SIF Growth

Bank fixed deposits, India's traditional safe haven, are becoming an unlikely growth engine for Specialised Investment Funds. As fund managers court FD investors seeking better returns, distributors face the challenge of educating them on market risk—while HNIs gain a new tool to diversify beyond conventional mutual funds and fixed income.

6 Aug 2026Read

Equity Ex-Top 100 Strategies Lead SIF Performance in July

Specialised Investment Funds (SIFs) delivered a mixed performance in July, with Equity Ex-Top 100 strategies emerging as the standout performers. Fund houses such as Quant and 360 ONE demonstrated strong stock-picking capabilities, reinforcing the growing appeal of specialised investment strategies for high-net-worth investors seeking alpha beyond traditional large-cap portfolios.

2 Aug 2026Read

Hybrid vs Equity Long-Short SIFs: Choosing the Right Strategy for India's Evolving Wealth Landscape

India's growing Specialised Investment Fund market is prompting investors to choose between Hybrid Long-Short and Equity Long-Short strategies. While Equity Long-Short funds target higher alpha through concentrated equity exposure, Hybrid strategies emphasise diversification and downside protection. The optimal choice depends on individual risk tolerance, investment objectives, and long-term portfolio requirements.

20 Jul 2026Read

SIF Categories

Sector Rotation Long-Short Fund

Most equity funds spread bets thin across 15–20+ sectors. The Sector Rotation Long-Short Fund concentrates 80% of the portfolio in just four sectors and lets managers short an entire sector outright when their rotation thesis turns bearish.

30 Jul 2026Read

Debt Long-Short Fund

Learn how a debt long-short fund differs from traditional debt funds by actively shorting bonds when rates rise. Understand its mechanics, when it outperforms, and the risks of wrong duration calls. Essential knowledge for navigating interest rate cycles.

Sectoral Debt Long-Short Fund

Learn how this fund invests long and short across sectors, taking directional credit views rather than just rating-based risk. Understand the 75% single-sector cap and 25% short limit, and why manager expertise in both macro credit cycles and issuer analysis is critical for returns.

Active Asset Allocator Long-Short Fund

This unconstrained strategy dynamically allocates across equity, debt, derivatives, REITs, InvITs, and commodities with no fixed minimums. Managers can shift from 80% equity to 40% in a month and short up to 25% via derivatives.

Strategy

Strategy1 min

Assessing SIF Performance: Navigating Market Cycles for Alpha Generation

Sophisticated investors are scrutinizing Specialised Investment Funds (SIFs) to understand their performance across market cycles. These flexible vehicles, structured as AIFs, offer managers strategic freedom for capital preservation and alpha generation.

30 Jun 2026Read

Strategy2 min

Leveraging Interest Rate Futures for Portfolio Protection

Interest rate futures allow SIF managers to hedge or speculate on rate movements without buying bonds directly. Long futures profit when rates fall; short futures hedge when rates rise. SEBI permits unhedged short exposure in Debt Long-Short and Sectoral Debt Long-Short funds.

Strategy2 min

Put Options (Long & Short)

Put options grant the buyer the right to sell an underlying asset at a strike price, while the seller incurs the obligation to buy. This guide delves into long and short put options, explaining their distinct mechanics, profit/loss profiles, and strategic application by SIF managers. Discover how these derivatives are used for hedging against

Strategy2 min

Call Options (Long & Short)

A call option grants the buyer the right, but not the obligation, to purchase an asset at a set price, while the seller assumes the obligation. Learn how SIF managers utilize long and short call options for capital-efficient bullish views, income generation, and risk management. Understand the profit/loss dynamics and SEBI's exposure calculation

Derivative Strategies

Derivative Strategies2 min

Offsetting and Netting in Derivatives

Offsetting nets opposite positions on the same underlying to calculate true exposure, preventing double-counting of risk. SEBI permits offsetting between cash and derivative positions or between two derivative positions on the same underlying with the same expiry.

Derivative Strategies2 min

Sector-Level Shorting: Profiting from Sector Declines

Sector-level shorting lets SIF managers profit from declines across an entire industry using index futures or options. This explains when to use it, how it counts toward the 25% unhedged short limit, and how it interacts with long positions, including a detailed scenario with auto sector stocks.

Derivative Strategies2 min

Mastering the Art of Derivative Pair Trading

Pair trading neutralizes market direction by going long on an outperforming stock and short on a weaker peer, profiting from relative performance. SIF managers use it to express stock-specific views while hedging sector risk.

Derivative Strategies3 min

Diagonal Spread: Balancing Time Decay and Directional Bias

A diagonal spread combines a longer-dated option at one strike with a shorter-dated option at a different strike on the same underlying. This strategy expresses a directional view while benefiting from time decay on the near-term sold leg. Long diagonal spreads are commonly used by SIF managers when they expect gradual stock movement and near-term