Folios need solutions, not more products: Gupta

Nifty24, 219.05-32.96. Motilal Oswal Midcap Fund Direct-Growth.

Key points

• (Catch all the Mutual Fund News, Breaking News, Budget 2024 Events and Latest News Updates on The Economic Times.).
• For investors seeking opportunities to generate higher alpha, Gupta highlighted Ex Top 100 strategies.
• Understanding business to figure out the mystery: Power Grid Corp – Part 1.
• Radhika Gupta advises investors to view Specialised Investment Funds (SIFs) as solutions to specific portfolio needs rather than extra products.
• NFO Insight: Invesco India Pharma and Healthcare Fund opens for subscription.

Nifty24, 219.05-32.96. Motilal Oswal Midcap Fund Direct-Growth. The Economic Times daily newspaper is available online now.

Portfolios need better solutions to existing challenges, not more products states Radhika Gupta.

Portfolios need better solutions to existing challenges, not more products states Radhika Gupta. ET OnlineLast Updated: Aug 24, 2026, 07: 15: 00 PM IST.

Radhika Gupta advises investors to view Specialised Investment Funds (SIFs) as solutions to specific portfolio needs rather than extra products. She highlights Hybrid Long Short for yield, Ex Top 100 for alpha and Equity Long Short for efficient equity exposure. Edelweiss MF's upcoming Altiva SIF intends to generate more consistent large-cap alpha. Listen to this article in summarized format. Unlock AI Briefing and Premium Content. New Year Offer 24 Hours Left. Subscribe Now Already a member? Sign In. Free Mutual Funds Workshop.

Investors looking to invest in Specialised Investment Funds should first identify what they want the strategy to achieve rather than adding an SIF to their portfolio simply as another investment product, notes Radhika Gupta, MD and CEO, Edelweiss Mutual Fund. In a post on social media platform X, Gupta remarked that, "Many people ask me, "Do I need a SIF?" That's the wrong question. Don't ask for the product. Show me the difficulty. Portfolios don't need more products. They need better solutions to existing challenges." Many people ask me, "Do I need a SIF?" That's the wrong question. Don't ask for the product. Show me the difficulty. – Need a more efficient alternative to traditional fixed income? Meet Hybrid Long Short (better yield solution) – Looking for high-alpha opportunities? Meet Ex Top. Pic.twitter.com/VnE0K35ZFD.

Radhika Gupta (@iRadhikaGupta) August 23, 2026.

According to her, investors should first identify the gap in their portfolio and then look for an investment solution that addresses that specific need. She highlighted three SIF strategies showing how different portfolio requirements can be addressed through these SIFs.

NFO Insight: Invesco India Pharma and Healthcare Fund opens for subscription. Right time to invest in pharma funds? For investors looking for a more efficient alternative to traditional fixed-income investments, Gupta pointed to Hybrid Long Short strategies as a potential solution. She described this category as a "better yield solution", aimed at addressing the need for potentially improved returns compared with traditional fixed-income options. Live Events.

For investors seeking opportunities to generate higher alpha, Gupta highlighted Ex Top 100 strategies. She termed this an "alpha solution", suggesting that such strategies can be considered by investors looking to go beyond conventional market returns. Gupta additionally highlighted Equity Long Short strategies for investors seeking core equity exposure while aiming to add some incremental alpha and reduce portfolio volatility. She described Equity Long Short as an "efficient beta solution", positioning it as an approach for investors who want equity participation without taking the same level of market exposure or volatility as a traditional long-only equity portfolio. Meanwhile, the broader message from Gupta is that investors should avoid adding products to their portfolios simply since they are new or offer a different structure. Instead, every investment should have a clear role in addressing a specific portfolio requirement. Portfolios don't need more products. They need better solutions to existing challenges, according to Radhika Gupta. Instead of asking whether investors need a particular product such as a Specialized Investment Fund (SIF), Gupta believes the starting point should be the investment difficulty that needs to be solved. In another post on Saturday, Gupta hinted at a new SIF launch by Edelweiss MF's Altiva SIF. According to The CEO, this new launch takes the challenge of largecap alpha and gives it a twist as over Rs 12.2 lakh crore is invested in Sizeable Cap strategies (active + passive) throughout 5.1 crore accounts. In the last three years, these strategies have seen inflows of Rs 2.48 lakh crore, with almost 80% flowing into passive funds. HDFC and Axis Mutual Fund resume subscriptions in gold ETFs and gold ETF FoFs Largecaps are the core of most portfolios, offering stability, resilience, and long-term wealth creation. Nevertheless, generating consistent alpha through stock selection alone can be challenging in a well-researched and efficiently priced market. Over ₹12.2 lakh crore is invested in Sizeable Cap strategies (active + passive) throughout 5.1 crore accounts. In the last three years, these strategies have seen inflows of ₹2.48 lakh crore, with almost 80% flowing into passive funds. Sizeable caps are the core of most portfolios, . Pic.twitter.com/eoUKCFFHJb.

She highlighted that passive funds are equal to market returns only and sizeable cap funds are equal to market returns and alpha through stock picking. "Inconsistent since of how well researched the category is. Altiva Long Short SIF = Market returns + alpha via income oriented derivative strategies like covered call. Bringing the expertise we brought in Hybrid SIF to deliver more consistent sizeable cap alpha, " She further stated. (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will obtain it answered by our panel of experts. Do share your questions on [email protected] along with your age, risk profile, and Twitter handle.

SIFRadhika GuptaAltiva SIFequity long short SIF strategyfixed incomemutual fundsmutual fund news.

(Catch all the Mutual Fund News, Breaking News, Budget 2024 Events and Latest News Updates on The Economic Times.). SIFRadhika GuptaAltiva SIFequity long short SIF strategyfixed incomemutual fundsmutual fund news.

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In short, folios need solutions, not more products: Gupta is the central thread here, and readers can expect follow-up reporting as the picture becomes clearer.