Fund return vs. Equity 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 a diversified portfolio of equity and equity-related instruments, with limited short exposure via derivatives.
Higher participation in equity upside via long equity; limited, selective short equity exposure; limited use of covered calls; lower allocation to debt.
Reduced, defensive long equity positioning; increased use of short equity for protection and alpha generation; higher allocation to covered calls and debt.
In range-bound markets: balanced long equity exposure, opportunistic short equity, active use of covered calls to enhance income, and moderate debt allocation.
Illustrated (via backtest) to deliver higher long-term returns with lower volatility than Aggressive Hybrid Fund and Balanced Advantage Fund categories.- as per AMC scheme presentation
Built on four return engines: Growth (long equity), Stability (debt), Safety (short equity), and Income (covered call) — actively managed to balance risk and return across market conditions.
Long-term capital gains (holding more than 12 months) taxed at 12.5%; short-term capital gains (holding less than 12 months) taxed at 20%.
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.