Fund return vs. Hybrid Long-Short category average.
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Designed for investors seeking short to medium term optimal returns through a strategy investing predominantly in equity and debt securities (minimum 35% each, up to 65%), with limited short exposure via derivatives.
In bull markets, the fund's long equity positions are expected to participate in market upside. However, its limited short exposure through derivatives would act as a partial hedge, potentially moderating overall returns compared to a pure long-only equity fund, in exchange for lower volatility.
During bear markets, the fund's short positions through derivatives are designed to provide a cushion against falling equity prices, helping to mitigate losses from its long equity holdings. The substantial debt component further contributes to stability, aiming to deliver relatively more resilient performance compared to pure equity strategies.
In sideways or range-bound markets, the fund's diversified approach, combining equity and debt with an active long-short derivative strategy, allows it to seek optimal returns. The strategy aims to capture opportunities across both asset classes and potentially generate alpha even when market direction is unclear, contributing to its goal of low volatility.
Positioned as an 'Arbitrage+' strategy, between Debt Mutual Funds and Arbitrage Mutual Funds.
A stability-first, low-volatility strategy anchored by up to 65% allocation to short-to-medium term debt, combined with diversified, low-correlation return drivers (debt yields and arbitrage spreads) and a tax-efficient structure.
Short-term capital gains (holding 12 months or less) taxed at the investor's applicable slab rate; Long-term capital gains (holding more than 12 months) taxed at 12.5%;
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.