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 wealth creation through dynamic investment across equity, debt, equity and debt derivatives, InVITs and commodity derivatives, with limited short exposure via derivatives.
Expands equities and cyclical commodities when tailwinds align. In a 'Goldilocks' growth-inflation regime with cheap equity valuations, targets maximum unhedged equity allocation (up to 80%), adds industrial commodities, and keeps gold and debt duration at a minimum.
Retreats to debt and defensives as risks accumulate. In a slowdown/deflation regime with expensive equity valuations, targets minimum unhedged equity allocation (down to 35%), increases long-duration debt, and overweights gold while using index puts, short futures and protective options.
Relies on daily monitoring and valuation/technical signals across equity, debt and commodities, deploying long-short and hedging strategies (arbitrage, covered calls, spreads) including short straddles/strangles to benefit in range-bound markets.
Aims for risk-adjusted returns through active asset allocation and portfolio optimization — shifting between equity, debt, commodities and InvITs based on market conditions to manage portfolio volatility.
Long-term capital gains (holding more than 12 months) taxed at 12.5%; short-term capital gains 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.