Market commentary
Our regular written notes on what markets actually did and the macro backdrop behind the moves — rates, inflation, currencies, flows — and what it means for the way long-short strategies behave.
Two legs, one quarter — the ten SIFs that were up in both
The market gave managers a clean natural experiment this quarter: a 5.85% rally into early August, then a 3.47% fall. Of the 21 SIF schemes with NAVs covering both legs, ten finished each of them in the black.
performancelong-shortdispersionindia 04 Sep 2026The NIFTY fell 3.5% in a month. Every long-short SIF fell less.
Between 3 August and 2 September 2026 the NIFTY 50 lost 3.47%. Across the 30 Indian SIF schemes with a full month of published NAVs, not one lost that much — and 18 of them finished the month higher. Includes the full mo
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ToolSIF comparison dashboard
See how every Indian SIF actually performed through the period.