Fund return vs. Equity Ex-Top 100 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 equity and equity-related instruments — predominantly companies outside the top 100 by market cap (mid & small cap) — with limited short exposure via derivatives.
In positive market scenarios, allocation to SMID (mid/small-cap) stocks can go up to 100%, with low allocation to top-100 large caps and to the covered-call strategy; arbitrage is used for portfolio balancing and accrual income.
In negative market scenarios, SMID allocation reduces to a minimum of 65%, top-100 large-cap allocation increases up to 35%, and a higher allocation is made to the covered-call (hedging) strategy.
Shorting straddles/strangles is used among the fund's long-short strategies, designed to benefit in range-bound markets.
Positioned as a solution to volatility for investors wanting SMID exposure: aims to generate returns both when markets rise and fall, using a combination of strategies to diversify the portfolio and lower volatility.
Equity taxation applies: short-term capital gains (holding 12 months or less) taxed at 20%; long-term capital gains (holding more than 12 months) taxed at 12.5% on gains above Rs. 1.25 lakh.
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.