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 medium to long term capital appreciation through listed equity and equity-related instruments, with limited short exposure via derivatives.
Higher exposure to cash equity with minimal hedging; select unhedged shorts; may hold derivative longs. Long positions rise in tandem with the market to boost returns.
Higher hedges on cash equity; increased short positions (hedged and unhedged) to capture returns on the downside and limit drawdowns; reduced allocation to cash equities.
Tactically manages allocation across cash equities and unhedged long/short derivatives; long and short positions are dynamically managed to reduce volatility.
Positioned between Aggressive Hybrid Fund and Diversified Equity Fund on the risk-return spectrum.
Strengthens overall portfolio resilience by combining uncorrelated return drivers (equity long, long/short derivatives, arbitrage), aiming to reduce downside risk and capture upside for enhanced risk-adjusted returns.
Short-term capital gains (units held 12 months or less) are taxed at 20%; long-term capital gains (units held more than 12 months) are taxed at 12.5% on gains above Rs. 1.25 lakh.
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.