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SIF Comparison
Compare up to 5 SIFs side by side across NAV, returns, risk metrics, and strategy. All figures are source-verified or calculated from AMFI NAV data.
Fund 1
Summit Equity Long-Short
Summit SIF
Equity Long-Short
NAV
₹9.8300
SI
-1.50%
Fund 2
Fund 3
Fund 4
Fund 5
Performance Lab
NAV chart comparison
Side-by-Side
Full comparison
Metric
Basic
ISIN
INF205K30014
AMC
Summit SIF
Strategy
Equity Long-Short
Category
Equity
Plan
Regular
Option
Growth
Scheme Category
Equity Oriented Investment Strategies - Equity Long-Short Fund
Inception Date
—
Benchmark
BSE 500 TRI
Fund Manager(s)
—
Sponsor
Summit SIF
Registrar
—
NAV & Returns
Latest NAV
₹9.8300
NAV Date
2026-10-23
1M Return
-6.65%
3M Return
Insufficient history
6M Return
Insufficient history
1Y Return
Insufficient history
Since Inception
-1.50%
Risk
Sharpe (SI)
-1.00
Sharpe (3M)
Insufficient history
Max Drawdown (SI)
-7.61%
Max Drawdown (3M)
Insufficient history
Risk
Very High Risk
Risk Band
RISK-LEVEL 5
Cost
Expense Ratio
2.10% BER (AMFI, 23 Oct)
Exit Load
^: For each purchase of units through Lumpsum / switch-in / Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), exit load will be as follows: if units are redeemed/switched out on or before 3 months from the date of allotment: 0.50% if units are redeemed/switched-out after 3 months: Nil Switch between the Plans under the Investment Strategy: Nil ISID - Summit Equity Long-Short Fund Sr. No. Title Description ^Exit Load charged, if any, will be credited back to the Investment Strategy, net of Goods and Services Tax. For more details on Load Structure, refer to the section ‘Load Structure’.
Min Investment
₹10,00,000
Additional Investment
₹10,000
Taxation
Summit Equity Long-Short Fund is taxed at par with equity mutual funds. Short-term capital gains (units held up to 12 months) are taxed at 20%, while long-term capital gains (units held more than 12 months) are taxed at 12.5% (no indexation), with the first Rs. 1,25,000 of long-term gains in a financial year exempt.
AUM & Fundamentals
AUM
—
P/E
—
P/B
—
Dividend Yield
—
ROE
—
# Holdings
—
Top 5 Stocks Weight
—
Top 10 Stocks Weight
—
Top 3 Sector Weight
—
Large Cap %
—
Mid Cap %
—
Small Cap %
—
Redemption & Suitability
Redemption Frequency
—
Suitable For
This fund is designed for equity investors with a medium-to-long-term investment horizon who are seeking capital appreciation predominantly through equity and equity-related instruments, combined with limited tactical short exposure via derivatives to pursue risk-adjusted returns over conventional long-only strategies. The fund is positioned for high-net-worth investors, with a minimum investment of Rs. 10,00,000 (or Rs. 1,00,000 for Accredited Investors).
Note:Returns, Sharpe ratio, volatility, and drawdown figures are calculated by SIFcase from AMFI NAV data. Figures marked "Insufficient history" require more trading days of data. Never use "best" or "worst" figures here as investment advice — past performance does not guarantee future results. Expense ratios are Regular-plan figures from AMFI's daily SIF expense disclosure, with the date shown. BER (base expense ratio) is the AMC's fee before brokerage, transaction costs and statutory levies including GST; TER (total expense ratio) includes them.