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 long-term capital appreciation through a diversified portfolio of equity and equity-related instruments, with limited short exposure via derivatives to enhance returns and manage risk.
Expected to show moderate performance in bull markets and underperformance in raging bull markets.
Expected to outperform in bear markets, supported by lower drawdowns during market consolidation through directionally short positions with negative correlation to market returns.
Expected to outperform during market corrections, consolidations and rangebound conditions.
A flexi-cap, market-cap-agnostic long-short approach (minimum 80% equity long+short exposure) aiming for lower portfolio volatility, lower drawdowns during consolidation, lower net market exposure, and additional alpha from short positions.
Long-term capital gains (holding more than 12 months) taxed at 12.5% on gains above Rs. 1,25,000; Short-term capital gains taxed at 20%.
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.