SIFcase
Find my SIF · 2-minute questionnaire
Home›All SIFs›Hybrid SIFs›Summit Active Asset Allocator Long-Short Fund
ActiveView all schemes →
Hybrid›Active Asset Allocator Long-ShortToo new to rank (under 3 months) · see ranking →

Summit Active Asset Allocator Long-Short Fund

Launched 4 Nov 2026·Benchmark CRISIL Short Term Bond Fund Index
Plan & Option
+ Add to Compare
Fund Risk BandModerate
Full risk analytics →
Latest NAV
₹10.0100
2026-11-04
AUM
—
Since Inception
+0.0%
Absolute, not annualised
Min. Investment
₹10,00,000
Expense Ratio (BER)
0.89%
AMFI, 4 Nov 2026
Latest NAV
₹10.0100
2026-11-04
Returns · Source: AMFI NAV history

Trailing returns

Fund return vs. Active Asset Allocator Long-Short category average.

1M
—
Cat avg +0.15%
3M
—
Cat avg +4.21%
6M
—
Cat avg +15.34%
1Y
—
Not available
SI
+0.00%
Since inception
NAV Performance
Insufficient data for this period
Category comparison — 3-month returns
Active Asset Allocator Long-Short · 5 funds · full ranking →
#1 qsif Active Asset Allo
+13.17%
#2 isif Active Asset Allo
+0.06%
#3 DynaSIF Active Asset A
-0.61%
Category average
+4.21%
Compare this fund side by side with these 3 →
Key facts
from KIM / ISID
Min. investment₹10,00,000
Expense ratio (BER)0.89% (AMFI, 4 Nov 2026)
AUM—
Inception date4 Nov 2026
BenchmarkCRISIL Short Term Bond Fund Index
Exit load^: For each purchase of units through Lumpsum / switch-in / Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), exit load will be as follows: if units are redeemed/switched out on or before 30 days from the date of allotment: 0.50% if units are redeemed/switched-out after 30 days, but on or before 60 days from the date of allotment: 0.25% if units are redeemed/switched-out after 60 days: Nil Switch between the Plans under the Investment Strategy: Nil ^Exit Load charged, if any, will be credited back to the Investment Strategy, net of Goods and Services Tax. For more details on Load Structure, refer to the section ‘Load Structure’.

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.

Risk Analytics

Risk-adjusted metrics

Sharpe Ratio (SI)
Risk-adjusted return per unit of volatility.
Insufficient history
Volatility (SI)
Annualised standard deviation of daily returns.
Insufficient history
Max Drawdown (SI)
Peak-to-trough decline in NAV since inception.
Insufficient history
Max Drawdown (3M)
Peak-to-trough in last 3 months.
Insufficient history
SEBI Riskometer
Risk Band
RISK-LEVEL 3
Summit Active Asset Allocator Long-Short Fund
Lower RiskHigher Risk
1
2
3
4
5
Moderate
Fund Manager

Who manages this fund

Fund manager details pending verification

Name, tenure, qualifications and other schemes managed will appear here once confirmed against the ISID / SID.

Documents

Scheme documents

No documents published yet

Official filings — Scheme Information Document, Investment Strategy Information Document and portfolio disclosures — will appear here once uploaded and verified.

NAV from AMFIReturns calculated from NAV historyScheme details pending ISID/AMC verification
Scheme information
CategoryHybrid SIF
StrategyActive Asset Allocator Long-Short
OptionGrowth
Launch date4 Nov 2026
BenchmarkCRISIL Short Term Bond Fund Index
What Active Asset Allocator Long-Short funds can invest in →
Quick links