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SIF changes log

Fund houses change a SIF’s terms after launch by notice-cum-addendum, and the offer documents often lag behind. This log records each material change to a live strategy — exit loads, dealing days, minimums, risk bands, fund managers, benchmarks — with what it was before, what it is now, when it took effect and the notice itself. 68 notices so far, from 14 fund houses, affecting 30 of the 36 live strategies, since 10 Nov 2025.

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Newest first, by the date each change took effect. Last updated 4 Nov 2026. Redemption terms as they stand today: SIF redemption days and exit loads.

November 2026

October 2026

16 Oct 2026Effective
Other

SWP and STP introduced, from ₹1,000 an instalment

iSIF Equity Ex-Top 100 LS, iSIF Equity Long-Short, iSIF Hybrid Long-Short, iSIF Active Asset Allocator · ICICI Prudential

What changedBeforeAfter
Systematic Transfer Plan (STP)Not offeredDaily (equity-oriented strategies only), weekly, fortnightly and monthly with at least 6 instalments, or quarterly with at least 4; ₹1,000 minimum per instalment
Systematic Withdrawal Plan (SWP)Not offeredMonthly, quarterly, half-yearly or annual, at least 2 instalments; ₹1,000 minimum per instalment

Source: Notice-cum-addendum No. 006/10/2026, dated 8 Oct 2026

September 2026

11 Sep 2026Effective
Exit load

Exit load raised to 3% within 30 days

qSIF Equity Long-Short, qSIF Hybrid Long-Short, qSIF Equity Ex-Top 100, qSIF Active Asset Allocator, qSIF Sector Rotation Long-Short · Quant

What changedBeforeAfter
Exit load1% if redeemed or switched out on or before 15 days from allotment; nil after3% if redeemed or switched out on or before 30 days from allotment; nil after

Applies to: Investments made on or after 11 Sep 2026

Source: Notice cum Addendum No. 15/2026, dated 10 Sep 2026

August 2026

10 Aug 2026Notice date
Risk band

Risk bands revised for three strategies

qSIF Equity Ex-Top 100, qSIF Active Asset Allocator, qSIF Sector Rotation Long-Short · Quant

What changedBeforeAfter
Risk band — qsif Equity Ex-Top 100 (portfolio as on 31 Jul 2026)Level 4 of 5Level 3 of 5
Risk band — qsif Active Asset Allocator (portfolio as on 31 Jul 2026)Level 3 of 5Level 2 of 5
Risk band — qsif Sector Rotation (portfolio as on 31 Jul 2026)Level 3 of 5Level 2 of 5

Source: Notice cum Addendum No. 13/2026, dated 10 Aug 2026

7 Aug 2026Effective
Fund manager

Harsh Agarwal steps down; fund managers reassigned

DynaSIF Equity Long-Short, DynaSIF Active Asset Allocator, DynaSIF Equity Ex-Top 100 LS · 360 ONE

What changedBeforeAfter
DynaSIF Equity Long-ShortHarsh Agarwal (Fund Manager); Pranav Mise (Co-Fund Manager)Pranav Mise (Fund Manager); Viral Mehta (Co-Fund Manager)
DynaSIF Active Asset AllocatorHarsh Agarwal (Fund Manager); Milan Mody (debt portion); Rahul Khetawat (commodities portion); Pranav Mise (Co-Fund Manager)Pranav Mise (Fund Manager); Milan Mody (debt portion); Rahul Khetawat (commodities portion); Viral Mehta (Co-Fund Manager)
DynaSIF Equity Ex-Top 100Harsh Agarwal, Mayur Patel, Milan Mody (Fund Managers); Pranav Mise (Co-Fund Manager)Mayur Patel, Milan Mody (Fund Managers); Pranav Mise (Co-Fund Manager)

Applies to: Mr. Harsh Agarwal ceased to be fund manager at close of business on 6 Aug 2026

Source: Notice-cum-Addendum No. 11/2026, dated 6 Aug 2026

July 2026

8 Jul 2026Notice date
Risk band

Risk band revised from Level 2 to Level 1; benchmark band from Level 3 to Level 2

Platinum Hybrid Long-Short · Mirae Asset

What changedBeforeAfter
Risk band of the strategy (portfolio as on 30 Jun 2026)Level 2 of 5Level 1 of 5
Risk band of the benchmark, NIFTY 50 Hybrid Composite Debt 50:50 IndexLevel 3 of 5Level 2 of 5

Source: Notice cum Addendum No. SIF/08/2026, dated 8 Jul 2026

1 Jul 2026Effective
Exit loadMinimums

Exit load window cut to 30 days; lower minimums for accredited investors, SIP and SWP

Platinum Hybrid Long-Short · Mirae Asset

What changedBeforeAfter
Exit load1% if redeemed within 90 days from allotment; nil after1% if redeemed within 30 days from allotment; nil after
Minimum application for accredited investors₹5,00,000₹1,00,000
Minimum SIP instalment₹50,000₹5,000
Minimum SWP withdrawal₹50,000₹5,000

Applies to: The new exit load applies to investments made on or after 1 Jul 2026

Source: Notice cum Addendum No. SIF/05/2026, dated 29 Jun 2026

June 2026

25 Jun 2026Effective
MinimumsOther

Top-up, SIP, SWP and STP minimums cut to ₹1,000

qSIF Equity Long-Short, qSIF Hybrid Long-Short, qSIF Equity Ex-Top 100, qSIF Active Asset Allocator, qSIF Sector Rotation Long-Short · Quant

What changedBeforeAfter
Minimum additional purchase₹10,000₹1,000
Minimum SIP, SWP and STP instalment (6 instalments minimum)₹10,000₹1,000
SIP pause facilityNot offeredSIP can be paused for up to 3 months

Applies to: The ₹10 lakh minimum investment is unchanged

Source: Notice cum Addendum No. 10/2026, dated 22 Jun 2026

May 2026

12 May 2026Effective
Exit load

Exit load window cut from 90 days to 30 days

Altiva Hybrid Long-Short · Edelweiss

What changedBeforeAfter
Exit load0.50% if redeemed or switched out on or before 90 days from allotment; nil after0.50% if redeemed or switched out on or before 30 days from allotment; nil after

Applies to: Transactions from 12 May 2026

Source: Notice cum Addendum dated 8 May 2026, dated 8 May 2026

April 2026

March 2026

27 Mar 2026Effective
Minimums

Top-up rule for holdings below ₹10 lakh

Titanium Hybrid Long-Short · Tata

What changedBeforeAfter
Additional investment₹10 lakh minimum across all Titanium SIF strategies at PAN level; no separate rule for top-upsHoldings must stay at ₹10 lakh across Titanium SIF. If the current value is below ₹10 lakh, a top-up must be at least ₹10 lakh minus that value; at ₹10 lakh or more, the ISID's normal additional-investment minimum applies

Source: Addendum dated 25 Mar 2026, dated 25 Mar 2026

February 2026

9 Feb 2026Effective
Dealing daysMinimums

Redemption days move to Monday & Wednesday; lower minimum redemption and SWP

Magnum Hybrid Long-Short · SBI

What changedBeforeAfter
Redemption days (also switches and SWP)Twice a week, Monday and ThursdayTwice a week, Monday and Wednesday (next business day if either is a holiday)
Minimum redemption or switch-out₹1,00,000₹10,000
Minimum SWP withdrawal₹1,00,000₹10,000

Source: Notice cum Addendum dated 6 Feb 2026 (SBIMF/2026/FEB/01), dated 6 Feb 2026

January 2026

15 Jan 2026Effective
Fund manager

Kedar Karnik replaces Pranavi Kulkarni on the debt portion

Altiva Hybrid Long-Short · Edelweiss

What changedBeforeAfter
Fund managers, debt portionDhawal Dalal, Pranavi KulkarniDhawal Dalal, Kedar Karnik

Applies to: Equity (Bhavesh Jain, Bharat Lahoti) and overseas (Amit Vora) unchanged; Pranavi Kulkarni left Edelweiss AMC at close of business on 14 Jan 2026

Source: Notice cum Addendum dated 8 Jan 2026, dated 8 Jan 2026

9 Jan 2026Notice date
Risk band

Risk bands revised for three strategies and their benchmarks

qSIF Equity Long-Short, qSIF Equity Ex-Top 100, qSIF Hybrid Long-Short · Quant

What changedBeforeAfter
Risk band — qsif Equity Long-Short (portfolio as on 31 Dec 2025)Level 5 of 5Level 3 of 5
Benchmark risk band — NIFTY 500 TRILevel 5 of 5Level 3 of 5
Risk band — qsif Equity Ex-Top 100 (portfolio as on 31 Dec 2025)Level 5 of 5Level 4 of 5
Benchmark risk band — NIFTY 500 TRILevel 5 of 5Level 3 of 5
Risk band — qsif Hybrid Long-Short (portfolio as on 31 Dec 2025)Level 5 of 5Level 3 of 5
Benchmark risk band — NIFTY 50 Hybrid Composite Debt 50:50 IndexLevel 5 of 5Level 2 of 5

Source: Notice cum Addendum No. 01/2026, dated 9 Jan 2026

December 2025

3 Dec 2025Effective
Minimums

Lower minimums for accredited investors

Diviniti Equity Long-Short · ITI

What changedBeforeAfter
Minimum investment, accredited investors (PAN level, across Diviniti SIF)Not set out in the strategy documents₹25,000
SIP / SWP / STP instalments, accredited investorsNot set out in the strategy documentsSIP ₹5,000; SWP ₹10,000; STP ₹5,000

Applies to: Accredited investors only

Source: Notice cum Addendum No. 03/2025, dated 3 Dec 2025

November 2025

No logged change matches this filter.

Notices pages we read

Each fund house’s own SIF notices page, and the day we last read all of it. Routine notices (portfolio disclosures, holidays, record dates, results, service-centre changes) are not logged.

Fund houseNotices pageRead in fullLogged
360 ONE18 notices listed (Nos. 01–18 of 2026 with gaps at 03, 05, 07, 09, 13 and 15); the 31 Mar 2026 TER notice restates the 2026 regulatory expense limits and is not logged360.one3 Nov 20265
Aditya Birla SLAddenda tab (20 entries, Mar–Oct 2026) plus the Strategy RiskBand tabapexsif.adityabirlacapital.com3 Nov 20265
Bandhan51 notices and addenda, Oct 2025–Oct 2026arudhasif.com3 Nov 20265
Edelweiss24 notices, Dec 2025–Oct 2026 (2025 and 2026 lists); routine base-expense-ratio revisions are not loggededelweissmf.com4 Nov 20264
Franklin Templeton8 updates, May–Oct 2026; none materialfranklintempletonindia.com3 Nov 20260
HSBC3 notices listed, Jul–Oct 2026assetmanagement.hsbc.co.in3 Nov 20261
ICICI Prudential48 announcements, Jan–Nov 2026; one benchmark notice (008/07/2026) states new levels without the earlier ones and is not loggedisif.icicipruamc.com3 Nov 20267
ITI60 notices, Nov 2025–Oct 2026 (Nos. 01–10/2025 and 01–50/2026)sif.itiamc.com3 Nov 20269
InvescoAddendums and Notices pages, 18 documents, Jul–Oct 2026summitsif.invescomutualfund.com3 Nov 20262
Jio BlackRock8 notices, Jul–Oct 2026jioblackrockamc.com3 Nov 20263
Mirae Asset25 notices, May–Oct 2026platinumsif.miraeassetmf.co.in3 Nov 20262
Quant23 notices, Dec 2025–Oct 2026 (Current and Archives tabs)qsif.com3 Nov 202611
SBI13 notices, Nov 2025–Oct 2026 (scanned PDFs, read as images)sbimf.com3 Nov 20263
Tata28 notices, Dec 2025–Oct 2026; Tata's risk-band notices carry no printed date, so they are shown by effective datetatamutualfund.com3 Nov 20269
The Wealth Company9 addenda, Apr–Oct 2026; none material (the 6 May expense notice restates the 2026 limits)wealthcompanyamc.in3 Nov 20260
Union26 addenda and 4 notices; the 10 Jun 2026 risk-band addendum was blocked by the site's firewall and is not yet loggedunionmf.com4 Nov 20262

Not yet read: Kotak Mahindra (its website shows a bot check to automated readers; to be read by hand); Mahindra Manulife (its documents open only after an investor declaration; to be read by hand).

Questions

Why do SIF terms change after launch?

A fund house can change features such as the exit load, the days it accepts redemptions, minimum amounts or the fund managers by issuing a notice-cum-addendum to the offer documents. Changes to fundamental attributes need unitholders to be notified in advance and given an exit window without load.

Does a new exit load apply to units I already hold?

Usually not. Most notices in this log say the revised load applies only to investments made on or after the effective date, so the date you invested decides which load applies. Each entry quotes what its notice says.

Where do these entries come from?

Only from the fund house’s own notice, read in full and linked on every entry. News reports and other trackers are not used as sources. Where an offer document and a later notice disagree, the notice is the newer word.

How often is this log updated?

Every week we read each fund house’s SIF notices page and add new entries. The same changes appear on each affected fund’s page, and in the RSS feed at sif-changes.xml.

What is not logged: routine revisions of the expense ratio (each fund page shows the current base and total expense ratio from AMFI), changes made across the whole industry by new SEBI rules (such as the 2026 expense limits and counting REITs as equity), portfolio disclosures, holidays, record dates, results, service and contact changes, and staff appointments that name no strategy.

Sources: every entry summarises the fund house’s own notice-cum-addendum and links it. Summaries are ours and shortened; the notice and the offer documents govern. This log records what changed, not what a change means for any investor’s returns. Information only, not a recommendation. Trustner Asset Services Pvt. Ltd. is an AMFI-registered Mutual Fund & SIF Distributor (ARN-286886) and may receive commission from fund houses. SIF investments are subject to market risks; read all scheme-related documents carefully before investing.

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