Recent SIF Updates in Mutual Fund Distribution Sector

Wed Oct 22, 2025

The SIF Wave Has Begun: Are You Ready for the Next Big Opportunity in Distribution?

India’s investment landscape is evolving fast — and the Specialised Investment Fund (SIF) is at the heart of this transformation.After the tremendous response to SBI Mutual Fund’s Magnum SIF (₹1,100 crore) and Edelweiss MF’s Altiva SIF (₹320 crore), one thing is crystal clear — investors are excited, and distributors need to get ready.These robust collections mark the beginning of a new era — where investors are seeking innovative, tax-efficient, and all-weather strategies, and fund houses are responding with multi-strategy products under the SIF framework.


What’s Driving the Enthusiasm?

The Altiva Hybrid Long-Short Fund by Edelweiss and the Magnum Hybrid Long-Short Fund by SBI MF show how investor appetite is shifting:Focus on volatility-controlled returns through hybrid and derivative-based strategies

  • Preference for tax efficiency — LTCG at just 12.5% beyond 24 months
  • Desire for consistent outcomes rather than chasing market highs and lows
  • Growing confidence in multi-strategy, research-backed fund managementIn short, SIFs are designed for the modern investor — structured like a Mutual Fund, flexible like a PMS, and tax-smart like an AIF.


Why Distributors Must Gear Up — Now?
The SIF segment is new, but the growth potential is massive. Every major AMC is preparing to launch its own SIF strategies soon — and the first movers among distributors will benefit the most.But to recommend or distribute these SIFs, you must meet SEBI’s eligibility criteria — and that starts with passing the NISM Series XIII: Common Derivatives Certification Exam.This exam gives you the foundation to understand derivatives — the building blocks of SIF strategies like:
  • Arbitrage
  • Covered Calls
  • Long-Short Equity
  • Pair Trades and Spreads
So, if you want to future-proof your career and be among the first SIF-ready distributors, now is the time to upskill.
NISM SERIES XIII COMMON DERIVATIVES COMPLETE GUIDE

How PSKA Helps You Get SIF-Ready

At Professor Sheetal Kundar Academy (PSKA), we’ve designed the most practical and exam-focused learning program for the NISM Series XIII certification — specifically curated for mutual fund distributors and finance professionals entering the SIF space.Here’s what makes PSKA’s program stand out:

  • 25 Hours of Easy-to-Understand Video Lectures (Hindi + English mix)
  • 800+ Exam-Oriented Q&A with concept clarity
  • Special Exam One-Liners for quick MCQ recall
  • Complete coverage of all 3 NISM workbooks – Equity, Currency & Combined Derivatives
  • 100% Exam Passing Strategy – Focused on weightage and real exam patterns
  • Taught by SEBI-Registered Research Analyst & NISM-Certified Trainers
With our structured approach, even non-finance background students can master derivatives confidently and become eligible for SIF distribution registration.
The Future Belongs to the PreparedSIFs are not just another category — they’re the next big growth engine for India’s wealth management industry.As investor interest rises and AMCs expand their SIF offerings, trained and certified distributors will be in high demand.So, if you’re serious about growth,
  • Get NISM-XIII certified
  • Understand SIF products deeply
  • Be part of India’s next investment revolution

Start Your SIF Journey with PSKA Today!Join the Professor Sheetal Kundar Academy’s NISM-XIII Program and become a part of the new-age distributor community ready for SIF products.

Prof. Sheetal Kunder
SEBI® Research Analyst. Registration No. INH000013800 M.Com, M.Phil, B.Ed, PGDFM, Teaching Diploma (in Accounting & Finance) from Cambridge International Examination, UK. Various NISM Certification Holders. Ex-BSE Institute Faculty. 18 years of extensive experience in Accounting & Finance. Faculty Development Programs and Management Development Programs at the PAN India level to create awareness about the emerging trends in the Indian Capital Market and counsel hundreds of students in career choices in the finance area