Fund return vs. Hybrid 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 equity and equity-related instruments as well as debt and money market instruments, with limited short exposure in equity and debt via derivatives.
In a bull phase, carries higher exposure to cash equity with minimal hedged derivatives; select unhedged shorts; long positions rise in tandem with the market to boost returns.
When markets are overvalued, carries higher short positions (hedged and unhedged) to capture returns on the downside and reduces allocation to cash equities or uses hedges to limit drawdowns.
In range-bound markets, tactically manages allocation across cash equities and unhedged long/short derivatives, dynamically managing positions to reduce volatility.
Positioned alongside Aggressive Hybrid Fund, below Diversified Equity Fund and above Dynamic Asset Allocation Fund on the risk-return spectrum.
A unique combination of uncorrelated return drivers (equity long, REITs and InVITs, long and short unhedged derivatives, arbitrage, fixed income) aiming to reduce downside risk and capture upside for enhanced risk-adjusted returns.
STCG: As per tax slab on investments held for up to 12 months LTCG 12.5% tax on investments held for more than 12 month
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.