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 equity and equity-related instruments, with the flexibility to take short positions through derivatives.
Generates 'long alpha' via stock selection using qualitative and quantitative signals, with long derivative positions used to enhance returns.
Generates 'short alpha' by shorting faltering businesses, with hedging deployed during weak markets to steady portfolio movement.
In volatile or flat markets, generates derivative yields through offsetting positions, covered calls, and other derivative strategies.
In terms of Risk and Reward, its expected to be aligned to multi cap
A dynamic, unbiased, adaptive strategy aiming to deliver performance across market cycles and regimes, with an institutional risk framework for continuous monitoring of liquidity, diversification, and transparency.
Equity taxation applies: long-term capital gains (holding more than 12 months) taxed at 12.5% on gains above Rs. 1.25 lakh; short-term capital gains (holding 12 months or less) 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.