Fund return vs. Hybrid Long-Short category average.
SIFcase is a research and comparison platform. Information shown is for educational purposes only and should not be considered investment advice. Investments in securities markets are subject to market risks. Please read all official scheme documents carefully before investing. Past performance is not indicative of future results. SIFs require a minimum investment of ₹10 lakh.
Designed for investors seeking a combination of capital appreciation and income over the medium to long term, through equity & equity-related and fixed income instruments.
Deploys long equity (from covered calls, pair trades and event-driven trades such as IPO/open-offer participation), special situations, and derivative strategies (straddle, strangle); aims to outperform in bull markets.
Deploys short equity, debt, arbitrage, and participation in buybacks/open offers; the strategy may underperform in sharp bear markets or extremely volatile markets.
In flat markets, deploys covered call + arbitrage, debt, derivative strategies (straddle, strangle), and special situations (merger spreads); aims to outperform in flat markets.
Positioned as an 'Arbitrage Plus' strategy, between Arbitrage Fund and Equity Savings Fund categories on risk-reward.
Core allocation to arbitrage and fixed income provides stable, low-volatility income, while special situations and derivatives add moderate equity growth potential — aiming for smoother outcomes across market conditions.
Short Term Capital gains: As per tax slab on investments held for up to 12 months ; Long Term Capital Gains : 12.5% tax on investments held for more than 12 months
As disclosed by the AMC. Consult a tax advisor for your specific situation.
Name, tenure, qualifications and other schemes managed will appear here once confirmed against the ISID / SID.