Fund return vs. Hybrid Long-Short category average.
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Designed for investors seeking a blend of capital appreciation and income generation through balanced exposure to equity and debt (minimum 25% each), with up to 25% short derivative positions.
Blends debt, arbitrage, and long-short equity for a smoother ride through bullish phases; expected to show moderate performance in bull markets and underperformance in raging bull markets.
Market-neutral long-short strategies aim to capture opportunities in falling markets, while debt and arbitrage cushion against sharp declines; expected to outperform in bear markets.
Expected to outperform during market corrections, consolidations and rangebound conditions, balanced across market cycles.
Combines the cushion of fixed-income accruals with the flexibility of long-short equity strategies (pair-trading, covered calls, special situations), adding a unique, all-weather layer to a traditional equity-debt portfolio.
Short-term gains taxed at the investor's applicable slab rate; Long-term gains (holding more than 24 months) taxed at 12.5% without indexation.
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.