“We would prefer to be overweight on cement, capital goods, railways, IT, and pharma. We would be cautious on BFSI. The capital goods sector shall be in the limelight as we expect the public capital expenditure to be increased further over the last year’s 7.5 lakh crore. We expect higher allocation towards capital expenditure in this Budget.”
SIFs gain investor traction with over Rs 38,000 crore in assets. Should investors add them to their portfolios this Diwali?
India’s Specialised Investment Funds (SIFs) crossed Rs 38,000 crore in assets in September 2026, offering flexible long-short and derivatives-based strategies. While experts see growth potential,
November 7, 2026