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 capital appreciation and income generation by dynamically allocating across equity, debt, equity and debt derivatives, InVITs, and commodity derivatives, with up to 25% short exposure via derivatives.
Expected to show moderate performance in bull markets and underperformance in raging bull markets, with net equity exposure that can range between 0% and 100% via derivatives for hedging and scaling.
Expected to outperform in bear markets, supported by net short equity exposure of up to 25%.
Expected to outperform during market corrections, consolidations, and rangebound conditions.
An active, multi-asset allocator that dynamically shifts between equity, debt and commodities to improve risk-adjusted returns, reduce drawdowns during market stress, and capture opportunities across cycles.
Taxed as a non-equity-oriented fund (dynamic multi-asset allocator; equity exposure not guaranteed >=65%): Short Term Capital Gains taxed at slab rates (plus applicable surcharge/cess) for both resident and non-resident investors — either irrespective of holding period for 'Specified Mutual Fund' classified investments, or for holding up to 24 months on other non-equity funds; Long Term Capital Gains (holding >24 months, non-equity funds) taxed at 12.5% without indexation, for both resident and non-resident investors
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.