2 weeks ago
Specialised investment funds cross Rs 23,000-crore AUM in July
Some grown-ups who invest money use special funds called Specialised Investment Funds.
These funds collect money from many people and invest it together.
In July 2026, these funds grew a lot, reaching about 23,177 crore rupees.
That is 30 percent more than the month before.
Nearly 95,000 people have put money into these funds.
Most of the money, about 71 percent, is in what are called hybrid strategies.
Hybrid strategies mix different types of investments to balance risk.
A special type called long-short funds is the most popular.
These funds try to make money whether the stock market goes up or down.
The stock market has been shaky, which helps these funds, and companies keep offering new ones to attract more investors.
Specialised Investment Fund AUM rose 30% month-on-month to Rs 23,177 crore in July 2026.
Folio count reached 94,447, taking the investor base close to the 1 lakh mark.
Hybrid investment strategies accounted for 71% of total AUM at Rs 16,524 crore.
Hybrid long-short funds remained the largest strategy with AUM of Rs 15,374 crore, up 29% month-on-month.
Equity-oriented strategies saw AUM rise 32% month-on-month to Rs 6,654 crore.
- Who
- Investors, asset management companies (AMCs), and ValueMetrics Technologies, which published the report; Manuj Jain, Co-founder of ValueMetrics, commented on the data.
- What
- Specialised Investment Fund assets under management crossed Rs 23,000 crore, rising 30% month-on-month to Rs 23,177 crore in July 2026.
- Where
- India; the report was published from New Delhi.
- When
- July 2026; the report was released on a Thursday.
- Why
- Volatile equity markets over the last two quarters created a conducive environment for long-short and market-neutral strategies, while more AMCs launched SIF new fund offers, boosting investor awareness and demand.
Key facts
- Total SIF AUM (July 2026)
- Rs 23,177 crore
- Month-on-month growth
- 30%
- Folios
- 94,447
- Hybrid strategies AUM
- Rs 16,524 crore (71% of total)
- Hybrid long-short funds AUM
- Rs 15,374 crore (66% of total, +29% MoM)
- Equity-oriented strategies AUM
- Rs 6,654 crore (+32% MoM)
- Average SIF folio size
- Rs 24.5 lakh
- Hybrid long-short average folio size
- Rs 36.9 lakh
Quotes
Manuj Jain
Co‑founder of ValueMetrics Technologies, a provider of investment analytics
“Meanwhile, more AMCs are launching SIF NFOs, increasing investor awareness and providing greater choice. While a recovery in markets may moderate some of the relative appeal of long‑short strategies, we believe the demand for SIFs can sustain as investors increasingly seek differentiated strategies beyond traditional long‑only products.”
thehansindia.com
Sources
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