Fund return vs. Hybrid 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 a strategy investing in equity and debt securities, with limited short exposure in equity and debt via derivatives.
In overvalued market conditions (based on Nifty 50 valuation), net equity allocation is reduced to 0%-25% while derivative allocation rises to 40%-100%, reflecting a 'buy low, sell high' approach.
In undervalued market conditions, net equity allocation rises to 65%-75% with lower derivative allocation of 0%-10%.
In range-bound valuation conditions, net equity allocation runs 25%-65% with gross derivative allocation of 0%-40%; strategies such as participation in buybacks and block deals may also be used.
This fund is most comparable to a Long-Short Equity Mutual Fund, or a diversified equity fund that actively employs derivative strategies to manage risk and enhance returns, offering a more dynamic approach than traditional long-only equity funds.
Combines equity and debt holdings with reduced volatility and potential to perform in market downturns, using long-short equity positions, derivatives, and fixed income to generate returns both when markets rise and fall.
Equity-oriented 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 taxed at 20%, provided STT is paid.
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.