Fund return vs. Equity Ex-Top 100 Long-Short category average.
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Designed for investors seeking long-term capital appreciation through a diversified portfolio of equity and equity-related instruments outside the top 100 stocks by market cap (a small & mid-cap focused long-short strategy), with up to 25% unhedged short exposure via derivatives.
Expected to show moderate performance in bull markets and underperformance in raging bull markets. Uses tactical longs and opportunistic shorts
Short positions help reduce overall portfolio beta and provide a buffer against losses during broad market downturns, enhancing downside protection. Expected to show out-performance in bear market
In weak or range-bound markets, the long-short approach aims to capitalize on mispricing in both directions.Expected to show out-performance
The closest mutual fund category equivalent would be a Flexi Cap Fund or a Multi-Cap Fund, due to its broad market exposure beyond the top 100 companies, although the specific 'long-short' strategy is not typically found in traditional open-ended equity mutual funds.
Adding this fund to an existing mutual fund portfolio can help reduce overall volatility and drawdowns, enhance diversification, and provide an additional source of alpha through short positions.
Equity taxation applies: short-term capital gains taxed at 20%; long-term capital gains (holding more than 12 months) taxed at 12.5% on gains above Rs. 1,25,000, provided STT is paid on redemption.
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.