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 capital appreciation over the long term through a diversified portfolio of equity and equity-related instruments across market capitalizations, with limited short exposure via derivatives.
In bullish markets, tactical long exposure increases to 20%-40% and tactical shorts reduce to 0%-25%, raising gross long exposure to 75%-95% — aiming to participate in market upturns.
In bearish markets, tactical long exposure reduces to 0%-15% while tactical shorts are held at 10%-25%, aiming to mitigate downside impact during market corrections.
In normal market conditions, tactical longs run 10%-35% and tactical shorts 10%-25%, dynamically adjusted to manage overall portfolio volatility for a smoother return profile.
Aims to deliver an asymmetric return by dynamically managing long and short equity/derivative positions — participating in market upturns while mitigating downside during corrections, for a smoother return profile than directional equity exposure.
Equity taxation applies: long-term gains up to Rs. 1.25 lakh are tax-free, gains beyond that are taxed at 12.5%; short-term gains are taxed at 20%. Distribution income is subject to a 10% withholding tax for resident investors.
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.