MARKET MOVES

SIFs should be satellite holdings, not the core of portfolios: Morningstar CEO Kunal Kapoor

2026-09-30·Economic Times·Impact 2/5 · Moderate

MeridStreet AI summary

Morningstar's CEO Kunal Kapoor has stated that Systematic Investment Funds (SIFs) should be considered satellite holdings, not the core of investors' portfolios. This means that SIFs should be used to supplement existing investments, rather than being the main focus of a portfolio. Kapoor's advice is significant because it suggests that investors should prioritize simplicity, diversification, and cost discipline when considering SIFs. This approach can help investors make more informed decisions and avoid over-reliance on a single investment strategy.

Source reporting

Read the source report: Economic Times →

MeridStreet analysis

Why it matters

Morningstar CEO Kunal Kapoor expressed caution on SIFs, citing limited insight into their long-term potential. This could lead to a reevaluation of investment strategies, potentially impacting the demand for these funds.

Market impact

Impact score

2 / 5

Market signal

Neutral

Markets & countries in focus

India

Transmission channels

Caution on SIFs→Reevaluation of investment strategies→Potential impact on demand→Investor sentiment shifts

Explore the intelligence

Live news feed

Real-time global markets, trade & geopolitics

All stories

Every tracked story cluster

Global macro

GDP, inflation & policy rates across major economies

Open the live MeridStreet terminal →

MeridStreet does not reproduce source articles. The summary and analysis above are generated by MeridStreet from public headlines and its own market model; the original reporting belongs to Economic Times. For information only — not financial advice.