Fund return vs. Active Asset Allocator 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 and income generation through dynamic allocation across equity, debt, equity and debt derivatives, InVITs, and commodity derivatives, with limited short exposure via derivatives.
Offers historically higher return potential than debt with lower volatility than equity; low correlation across commodities, equity and debt aims to deliver efficient, risk-adjusted returns with structural balance across market cycles.
Long-term capital gains (holding more than 12 months, or 24 months for unlisted units) are taxed at 12.5%; short-term gains are taxed at the investor's applicable slab rate.
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.