Learn About Specialized Investment Funds
A new SEBI category bridging mutual funds and PMS. SIFs allow long-short strategies and limited derivatives use, with a ₹10 lakh minimum — designed for upper-mass-affluent investors seeking sophisticated strategies without the ₹50 lakh PMS threshold.
Foundation Track — Available Now
Affluent investors with ₹10 lakh+ ticket sizes seeking strategies beyond plain mutual funds.
Advanced Track — Available Now
NISM XXI-A SIF Distributor candidates and sub-brokers handling HNI portfolios.
Curriculum
4 modules · 17 sections · 51 MCQs · 68 FAQs
Foundation(1)
Start here. Investor-friendly conceptual grounding.
Deep Dive(2)
Mechanics, strategy, taxation — for engaged investors and trainee distributors.
SIF Strategies — Deep Dive
A working-level walk-through of the three SEBI-permitted SIF strategy archetypes — Equity Long-Short, Debt Long-Short, Hybrid Long-Short — with portfolio construction mechanics, expected drawdown profiles, fee structures and the typical investor decision tree for each.
SIF Operations, Tax & Compliance
The operational lifecycle of a SIF investment — from subscription and KYC, through ongoing reporting, periodic redemption, tax computation under post-FY24 rules, and the distributor compliance framework that governs every transaction.
Advanced(1)
Practitioner / certification-grade. Sub-broker, NISM, APMI, IRDAI exam prep.