INCOME TAX22 Sept 2026
Specialised Investment Funds: Quant leads six-month returns at over 34%; how other equity and hybrid strategies fared | Mint
Specialised Investment Funds (SIFs), a new category launched in October 2025, now hold ₹31,175 crore across 33 funds from 17 asset managers. Quant's hybrid long-short strategy topped six-month returns at 34.78%. These funds need a minimum ₹10 lakh, so they suit wealthy investors, not small savers. Check the strategy and track record before investing, since most schemes are still new.
Key Statutory Highlights
- Specialised Investment Funds held ₹31,175 crore in assets across 33 funds offered by 17 asset managers as of 31 August 2026.
- Quant Mutual Fund's hybrid long-short strategy led six-month returns at 34.78%.
- SIFs require a minimum investment of ₹10 lakh, and there are no debt SIFs in the market yet.
Actionable Advice for Taxpayers / Founders:Before investing in a SIF, read the specific strategy it follows and review its available track record, since most schemes are very new and returns differ widely between strategies.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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