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 long-term capital appreciation through arbitrage, long equity, debt, equity and debt derivatives, long-short strategies, and REITs/InVITs, with limited short exposure via derivatives.
Aims to outperform arbitrage in bull and volatile markets, using dynamic equity-long allocation alongside short derivatives and REITs.
May underperform arbitrage in bear markets or periods of sharply moving interest rates; call and put options are used to limit drawdowns.
Positioned between Equity Savings Fund and Balanced Advantage Fund on the risk-return spectrum.
Aims for growth with low volatility: core arbitrage and fixed-income allocation provides stability while equity exposure adds growth potential, with dynamic long/short adjustment to reduce net market exposure.
Short-term gains (holding 12 months or less) are taxed at the investor's applicable slab rate; long-term gains (holding more than 12 months) are taxed at 12.5% (without indexation).
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.
Official filings — Scheme Information Document, Investment Strategy Information Document and portfolio disclosures — will appear here once uploaded and verified.