Fund return vs. Sector Rotation 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 by concentrating investments in up to four high-potential sectors (a focused, all-cap sector rotation long-short strategy, minimum 80% equity long+short exposure), with up to 25% sector-level short exposure via derivatives.
Expected to show moderate performance in bull markets and underperformance in raging bull markets.
Goes long on sectors expected to outperform and short on sectors expected to face drawdowns; expected to outperform in bear markets.
Expected to outperform during market corrections, consolidations and rangebound conditions, dynamically realigning long and short sector exposures to avoid sector traps.
Expresses a focused thesis on sectoral cycles rather than relying on overall market direction, letting investors avoid timing decisions across separate sectoral funds while gaining potential alpha from shorting sectors expected to face headwinds.
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
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.