SIF INTELLIGENCE REPORT · OCTOBER 2026 · VOL 04
SIF360 Complete Industry Dashboard
Data as on 30th September 2026
SIF Industry AUM Growth (Jan–Sep 2026)
Top Platforms (AUM Share %)
Category Split — Equity vs Hybrid AUM
Net Inflows by Category (₹ Cr) — Sep 2026
Investor Accounts Growth (Folios)
31 Aug 2026
1,25,539
30 Sep 2026
1,56,483
Growth
+24.6%
Average Distributable TER by Category
SIF Strategy Spectrum (7 Strategy Types)
| Category | Strategy | Description |
|---|
Strategy Navigator — Equity
Strategy Navigator — Hybrid
Complete Performance Report — All 34 Funds
| AMC | SIF | Category | NAV | 1W | 1M | 3M | 6M | S.I |
|---|
Click any column header to sort.
Top 5 Performers
6 Months (01/04/26 – 30/09/26)
| Fund | Return |
|---|
3 Months (01/07/26 – 30/09/26)
| Fund | Return |
|---|
Domestic Indices — 1M Change
International Indices — 1M Change
Commodity Markets — 1M Change
Nifty Sectors — 1M / 1Y Change
| Sector | 1M | 1Y |
|---|
Price to Earnings (PE) Ratio
Key Macro Indicators
Complete SIF Product Universe (34 Schemes)
| Scheme | AMC | Category |
|---|
AMCs Launching Soon
DSP Mutual Fund
HDFC Mutual Fund
Axis Mutual Fund
SIF vs MF vs PMS vs AIF — Comparison
| Feature | SIF | MF | PMS | AIF (Cat III) |
|---|
Who Should Invest in SIFs?
✅ Who Should Consider SIFs
- HNIs & Affluent Investors
- Business Owners seeking risk-managed strategies
- Retired Professionals focused on capital protection
- Investors looking for smarter diversification
- Corporates
❌ Who Should NOT Consider SIFs
- First-time investors with limited market understanding
- Investors seeking guaranteed/fixed returns
- Short-term or speculative investors
- Investors uncomfortable with strategy-driven products
- Anyone uncomfortable putting ₹10 lakh in a single SIF scheme
Relative Performance Across Market Phases
| Market Phase | Equity Centric MF | Equity Centric SIF |
|---|
⚠️ This information is for educational purposes only. Read the SID/KIM and consult a SEBI-registered investment adviser before investing.
🎯 Find the Right SIF Strategy for You
Correlation Matrix — Hybrid SIF Funds (Sep 2026)
The higher the correlation between two Hybrid funds (darker green), the more similar their movement. Red = negative correlation (useful for diversification).
HNI investor challenges & why FDs/Bonds are still preferred (click to read)
Two biggest pain points: (1) Low pre-tax returns (typically 6-8% p.a.), (2) High taxation (up to 30-40% including surcharge) — as a result, post-tax returns often decline to just 4-5% p.a., making it difficult to preserve purchasing power after inflation.
Why HNIs still prefer FDs/Bonds: Experienced investors (typically 40+ years with ₹1 crore+ portfolios) invest with two distinct objectives — Wealth Preservation (~50% allocation to FDs/Bonds) and Wealth Creation (allocation to Equities).
Disclaimer: This dashboard has been prepared solely for informational and educational purposes, based on the SIF360 October 2026 (Vol 04) report. It is not investment advice, a recommendation, or an offer. Past performance is not indicative of future returns. SIFs carry risks — market risk, strategy risk, liquidity risk, derivative-related risk, etc. Read the SID/KIM carefully and consult a SEBI-registered investment adviser before investing. Data as on 30th September 2026 · Source: SIF360 (ARN-115193).