Debt Long-Short Fund
Learn how a debt long-short fund differs from traditional debt funds by actively shorting bonds when rates rise. Understand its mechanics, when it outperforms, and the risks of wrong duration calls. Essential knowledge for navigating interest rate cycles.
Sectoral Debt Long-Short Fund
Learn how this fund invests long and short across sectors, taking directional credit views rather than just rating-based risk. Understand the 75% single-sector cap and 25% short limit, and why manager expertise in both macro credit cycles and issuer analysis is critical for returns.
Active Asset Allocator Long-Short Fund
This unconstrained strategy dynamically allocates across equity, debt, derivatives, REITs, InvITs, and commodities with no fixed minimums. Managers can shift from 80% equity to 40% in a month and short up to 25% via derivatives.
Hybrid Long-Short Fund
SIF's Hybrid Long-Short Fund retains the balanced structure of equity and debt but adds a combined 25% short book to actively defend both asset classes during simultaneous downturns, a key limitation of traditional balanced funds. With minimum 25% in each class and discretion over remaining 50%, the strategy forces tradeoffs in broad market stress.
Equity Ex-Top 100 Long-Short Fund
Mid and small-cap mutual funds are famous for explosive growth but infamous for brutal crashes. The Equity Ex-Top 100 Long-Short Fund changes the game by investing 65% in mid and small-caps while allowing up to 25% shorting in the same segment. This lets managers exploit massive pricing inefficiencies on both the long and short sides.
Equity Long-Short Fund
Traditional Indian mutual funds only profit when the market goes up. The Equity Long-Short Fund changes this by allowing managers to take up to 25% short positions via derivatives alongside an 80% long equity core. This unique structure lets managers profit from both overvalued and undervalued stocks, offering a crucial cushion during market downturns.