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 by generating alpha through long/short equity strategies across large, mid and small cap companies.
Long exposure is dynamically adjusted between 75% and 100%, increasing in constructive macro environments.
Short exposure (unhedged) is dynamically adjusted between 0% and 25%, rising in periods of macro uncertainty or negative outlooks; the short portfolio targets stocks with weak multi-factor scores and bearish sentiment.
Short-term capital gains (holding 12 months or less) taxed at 20%; Long-term capital gains (holding more than 12 months) taxed at 12.5% on gains above Rs. 1,25,000 in a financial year
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.