Over 50,000 Folios Added As SIF Assets Cross ₹12,000 Crore

India’s newly launched Specialised Investment Funds (SIFs) category has crossed ₹12,000 crore in Assets Under Management (AUM) within seven months of its launch. This is based on AMFI data as of 30 April 2026.

The report showed that total SIF assets jumped to ₹12,329 crore in April 2026, up from ₹2,010 crore in October 2025. The category’s early growth has been defined by rapid expansion, fuelled by strategic exposure to both hybrid and equity-oriented strategies.

SIFs were introduced as a new investment category that sits between regular mutual funds and alternative products like Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs).

The structure gives fund houses more room to launch strategy-driven products while staying within a regulated framework. The minimum investment requirement has been set at ₹10 lakh, compared to the ₹1 crore threshold that is typically linked with many AIF offerings.

Hybrid Funds Emerge As The Largest SIF Segment

The SIF category remains heavily weighted toward hybrid investment strategies, which now oversee ₹9,155 crore in assets, around 74% of the total SIF assets. Equity-oriented strategies accounted for the remaining share with assets worth ₹3,174 crore, which represents 26% of the overall category.

Among individual strategies, hybrid long-short funds held the largest share. Assets under this segment stood at ₹8,933 crore, contributing nearly 72% of the overall SIF market.

Other strategy categories were significantly smaller in size. Assets under management were split between equity ex-top 100 long-short funds at ₹1,758 crore and equity long-short funds at ₹1,416 crore.

SIFs also continued to attract fresh inflows during April 2026. Monthly net inflows into the category stood at ₹1,219 crore during the month. Hybrid investment strategies received the largest share of inflows at ₹740 crore, while equity-oriented strategies attracted ₹478 crore during the same period.

Debt-oriented long-short strategies have so far seen limited activity within the SIF category, according to the report.

By April 2026, the segment had neither reported any schemes nor recorded any assets.

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Investor Participation Continues To Rise

Investor participation in the category also increased steadily during the period. By April 2026, the total number of SIF folios had climbed to 50,096. Hybrid strategies made up the larger share with 27,389 folios, compared to 22,707 folios in equity-oriented strategies.

The report indicated that the category currently remains concentrated among affluent investors due to the relatively large average investment sizes seen across strategies.

Average folio size across the SIF segment stood at ₹24.6 lakh. In active asset allocator long-short funds, the average folio size was substantially higher at ₹47.5 lakh.

Sources:

CNBC TV18

Bajaj Asset Management

Money Control