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 listed equity and equity-related instruments across market capitalizations, sectors and styles, with limited short exposure via derivatives.
In an uptrend, runs an aggressive portfolio for higher equity upside with low/no short equity, using long-focused derivative strategies to maximize return potential.
In a downtrend, shifts to a defensive, low-beta portfolio with increased short equity to manage downside and generate alpha, using put buying/shorts to contain volatility.
In range-bound markets, uses tactical equity exposure and opportunistic shorts, earning premiums through call and put writing to generate returns from volatility.
Aims to deliver better risk-adjusted performance across business cycles by combining active strategies for smoother outcomes regardless of overall market direction.
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.
Official filings — Scheme Information Document, Investment Strategy Information Document and portfolio disclosures — will appear here once uploaded and verified.