Fund return vs. Equity Ex-Top 100 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 through a diversified portfolio of equity and equity-related instruments primarily outside the top 100 by market capitalization, with limited short exposure via derivatives.
Complements long equity positions with up to 25% in unhedged short derivative positions to capitalize on overvalued or declining securities, with additional derivative exposure available for full hedging and rebalancing.
Equity taxation applies: short-term capital gains taxed at 20%; long-term capital gains (holding more than 12 months) taxed at 12.5% (without indexation) 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.