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.
This fund is suitable for HNIs seeking long-term capital appreciation with a high-risk appetite, comfortable with significant equity and derivative exposure. Investors should have an investment horizon of 3 years or more and be able to tolerate potential capital loss and market volatility in pursuit of higher returns.
This fund is not suitable for investors with a low-to-moderate risk appetite, those with a short investment horizon, or individuals who require high liquidity from their investments. Investors unwilling to endure potential capital erosion due to market fluctuations should avoid this fund.
In bull markets, the fund's long positions in Ex-Top 100 companies are expected to capture significant upside, contributing positively to returns. The limited short exposure through derivatives may moderate overall gains compared to a purely long-only fund, but aims to provide more risk-adjusted returns by potentially offering a smoother trajectory.
In bear markets, the fund's strategic short positions in overvalued Ex-Top 100 stocks and its overall derivative strategy are designed to provide a cushion against downside risk. While long positions will naturally be impacted by falling markets, the short book aims to mitigate losses, potentially resulting in lower drawdowns compared to traditional long-only equity funds.
In sideways or range-bound markets, the fund's active strategy of taking long positions in attractive mid and small-cap stocks and short positions in overvalued ones can generate returns even without strong directional market moves. The judicious use of derivatives allows the fund managers to capitalize on market inefficiencies and deliver risk-adjusted returns during such periods.
This fund primarily allocates 65-100% of its assets to equity and equity-related securities of Ex-Top 100 companies, focusing on mid and small-cap opportunities. It also employs derivatives for limited short exposure, up to 25% of net assets, against overvalued stocks to mitigate risk. The remaining allocation of 0-35% is held in other equity, debt, and money market instruments, which serve as collateral and provide liquidity. This dual strategy of long equity exposure combined with strategic short positions aims to achieve capital appreciation with lower volatility.
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.
This fund is best suited as a satellite allocation within a well-diversified portfolio, rather than a core holding replacement. It is appropriate for investors seeking equity market participation with an emphasis on lower volatility and enhanced risk-adjusted returns through its sophisticated hedging and derivative strategies, thereby adding an alternative sleeve to their overall investment allocation.
Taxed at applicable slab rate.
Taxed at 12.5% without indexation.
Taxed at applicable slab rate as ordinary income.
Based on fund category (Hybrid). Consult a tax advisor for your specific situation.