The presentation, titled “SIF360 – Unlocking value in evolving markets”, highlighted how the category is seeing broader geographic participation as investors outside major metropolitan regions increase exposure to market-linked investment products.
The note, shared by Sid Swaminathan, MD and CEO, JioBlackRock Asset Management, said the SIF segment has crossed ₹18,500 crore in assets under management and attracted more than 11.4 lakh retail investors, along with over 500 institutional investors.
According to the presentation, nearly 20% of investors in the category are first-time mutual fund investors, indicating that newer participants are entering capital markets through differentiated investment products.
Around 70% of investors in the segment have invested in equity-oriented schemes.
The presentation also noted that the category has reached nearly 90% of Indian PIN codes, reflecting wider distribution and growing digital access to investment products across regions.
Specialised investment funds are positioned between traditional mutual funds and portfolio management services (PMS), offering investors access to more flexible investment strategies while remaining within a regulated structure.
Industry participants have pointed to the category as a way to cater to investors seeking differentiated portfolio strategies beyond conventional mutual fund offerings.
The presentation said factors such as rising financialisation of household savings, expanding digital investment access, and increasing awareness of market-linked products are contributing to the growth of the segment across India.
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