India’s investment landscape is undergoing a structural shift with the launch of Specialised Investment Funds (SIFs) — a new SEBI-regulated category introduced in 2025. These funds aim to bridge the gap between traditional mutual funds and Portfolio Management Services (PMS), offering advanced strategies such as long-short equity, dynamic asset allocation, and hybrid arbitrage. SIFs target … Read more
Global & Indian Economy, Asset-Class Performance, What Worked, What Didn’t — and the Way Forward 2025 was not a year of easy beta. It was a year of dispersion, structure, and discipline. At Random Dimes (RD), this year reinforced a belief we’ve repeated often: returns don’t come from being right on the macro story — … Read more
India’s investment landscape has evolved far beyond traditional mutual funds and PMS. For HNIs, family offices, and corporate treasuries, Alternative Investment Funds (AIFs) and the newer Specialised Investment Funds (SIFs) have become essential portfolio tools. But these products are often misunderstood — leading to wrong expectations, liquidity shocks, and poor outcomes. This guide explains: What … Read more
Introduction In today’s uncertain markets, investors want returns that are steady, tax-efficient, and not tied to the direction of the market. The Altiva Hybrid Long-Short Fund—a newly designed Special Investment Fund (SIF) from Edelweiss—does exactly that. By blending the stability of fixed income with the agility of derivatives and special situations, this fund offers an … Read more
Alternative Investment Funds (AIFs) are booming in India, with Category III AIFs driving most of the growth in 2025. By March 2025, total AIF commitments touched ₹5.38 trillion, up 32% year-on-year. More than half of all incremental flows came into Category III AIFs, largely from HNIs and NRIs. Unlike Category I and II AIFs, Category … Read more
Introduction Real estate investing in India is evolving rapidly. Buying property directly—once the only real option—is no longer the most efficient or attractive way for sophisticated investors to gain exposure. High entry costs, management hassles, delayed projects, and illiquidity make direct ownership less appealing. Today, Alternative Investment Funds (AIFs) are emerging as a preferred channel … Read more
Alternative Investment Funds (AIFs) are becoming the talk of the town in India’s investment landscape, steadily gaining traction among high-net-worth individuals, family offices, and savvy institutional investors. By the end of March 2025, AIF investments rose 32% year-on-year to INR 5.38 trillion, thanks to market volatility, inflation concerns, and a growing desire to diversify beyond … Read more
