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 through a diversified portfolio of equity and equity-related instruments, with limited short exposure via derivatives.
Aims to achieve consistent capital appreciation across diverse market conditions through long equity positions of 80%-100% of net assets, capturing upside potential while mitigating downside risks.
Employs unhedged derivative instruments to establish short exposures of up to 25% of net assets, designed to profit from declining prices of overvalued securities or hedge against broader market corrections; up to 100% hedging of remaining long positions is available for a fully defensive stance.
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.