Equity SIF
Long-short equity strategies for growth-focused investors seeking alpha generation through sophisticated stock selection and hedging.
How Long-Short Hedge Works
Equity SIFs employ a sophisticated long-short strategy that allows fund managers to profit from both rising and falling stock prices. This approach involves:
- Long Positions: Buying stocks expected to increase in value based on fundamental analysis
- Short Positions: Selling borrowed stocks expected to decrease, profiting from the price decline
- Hedging: Using derivatives to protect against market downturns while maintaining upside potential
Available Equity SIF Schemes
QSIF Equity Long-Short Fund
Long-Short EquityQuant Mutual Fund
A sophisticated equity strategy that combines long positions in undervalued stocks with short positions in overvalued ones, aiming to generate alpha regardless of market direction.
Min. Investment
Rs 10 Lakh
Expense Ratio
2.25%
Exit Load
15 Days / 1%
Benchmark
NIFTY 500 Total Return Index (TRI)
Redemption
Daily
Taxation
Equity STCG-20% (holding<12 months); Equity LTCG – 12.5% (holding >12 months)
Dividend
Growth & IDCW options available
QSIF Ex-Top 100 Small and Mid Cap Long-Short Fund
Long-Short EquityQuant Mutual Fund
A focused equity strategy targeting small and mid-cap stocks excluding the top 100 companies, employing long-short techniques to capture alpha in this segment.
Min. Investment
Rs 10 Lakh
Expense Ratio
2.25%
Exit Load
15 Days / 1%
Benchmark
NIFTY 500 Total Return Index (TRI)
Redemption
Daily
Taxation
Equity STCG-20% (holding<12 months); Equity LTCG – 12.5% (holding >12 months)
Dividend
Growth & IDCW options available
Diviniti Equity Long Short Fund
Long-Short EquityITI Mutual Fund
A sophisticated equity long-short strategy that combines long positions in undervalued stocks with short positions in overvalued ones, aiming to generate alpha regardless of market direction.
Min. Investment
Rs 10 Lakh
Expense Ratio
2.25%
Exit Load
6 months/ 0.5%
Benchmark
NIFTY 50 (TRI INDEX)
Redemption
Daily
Taxation
Equity STCG-20% (holding<12 months); Equity LTCG – 12.5% (holding >12 months)
Dividend
Growth & IDCW options available
iSIF Equity Ex-Top 100 SMID Long-Short Fund
Long-Short EquityICICI Prudential Mutual Fund
A focused equity strategy targeting small and mid-cap stocks excluding the top 100 companies, employing long-short techniques to capture alpha in this segment.
Min. Investment
Rs 10 Lakh
Expense Ratio
2.25%
Exit Load
12 months / 1%
Benchmark
Nifty 500 TRI
Redemption
Daily
Taxation
Equity STCG-20% (holding<12 months); Equity LTCG – 12.5% (holding >12 months)
Dividend
Growth & IDCW options available
Arudha Equity Long-Short Fund
Long-Short EquityBandhan Mutual Fund
A sophisticated equity long-short strategy that combines long positions in undervalued stocks with short positions in overvalued ones, aiming to generate alpha regardless of market direction.
Min. Investment
Rs 10 Lakh
Expense Ratio
2.25%
Exit Load
30 days / 0.5%
Benchmark
Nifty 500 TRI
Redemption
Daily
Taxation
Equity STCG-20% (holding<12 months); Equity LTCG – 12.5% (holding >12 months)
Dividend
Growth & IDCW options available
WSIF Equity Long Short Fund
Long-Short EquityThe Wealth Company Mutual Fund
A sophisticated equity long-short strategy that combines long positions in undervalued stocks with short positions in overvalued ones, aiming to generate alpha regardless of market direction.
Min. Investment
Rs 10 Lakh
Expense Ratio
2.25%
Exit Load
No exit load
Benchmark
Nifty 500 TRI
Redemption
Daily
Taxation
Equity STCG-20% (holding<12 months); Equity LTCG – 12.5% (holding >12 months)
Dividend
Growth & IDCW options available
WSIF Equity Ex-Top 100 SMID Long-Short Fund
Long-Short EquityThe Wealth Company Mutual Fund
A focused equity strategy targeting small and mid-cap stocks excluding the top 100 companies, employing long-short techniques to capture alpha in this segment.
Min. Investment
Rs 10 Lakh
Expense Ratio
2.25%
Exit Load
No exit load
Benchmark
Nifty 500 TRI
Redemption
Daily
Taxation
Equity STCG-20% (holding<12 months); Equity LTCG – 12.5% (holding >12 months)
Dividend
Growth & IDCW options available
Risks to Consider
Market Risk
Equity markets can be volatile. Long-short strategies aim to reduce but cannot eliminate market risk entirely.
Derivative Risk
Use of derivatives for hedging introduces counterparty risk and potential for amplified losses.
Short Selling Risk
Short positions have theoretically unlimited loss potential if the shorted stock rises significantly.
Liquidity Risk
Some positions may be difficult to exit during market stress, affecting fund performance.
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