An Interval investment strategy investing in equity and debt securities,
including limited short exposure in equity and debt through derivatives
An Interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives
About the Investment Strategy
Interval investment strategy with Hybrid investment approach across Debt, Equity (including Arbitrage and Special situations), InvITs and Derivatives strategies.
Hybrid strategy investing in a mix of Debt, Equity including Arbitrage and Special situations, InvITs and Derivative strategies
Can be taken for Hedging purpose and for Unhedged Short exposure up to 25% of Net Assets
Exposure to Debt papers across Duration and Ratings with Higher degree of safety, Arbitrage and InvITs can offer steady return profile and minimize overall risk
Long Equity, Special situations and Derivative strategies including Short exposure can offer opportunities for Alpha generation
Strategy provides Tax efficiency backed by Asset class Investment mix
Hybrid Long-Short
H-SIF Hybrid
Long-Short Fund
NFO details: Open date 13th Nov 2026 - Close date 27th Nov 2026
An Interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives
- Income accrual and long term capital appreciation.
- Exposure to Equity and Debt instruments including derivatives for limited short exposure
- Hybrid investment strategy offering Tax efficiency*
Investment Strategy Risk-Band
RISK - LEVEL 2
Benchmark Risk-Band - Nifty 50 Hybrid Composite Debt 50:50 Index
RISK - LEVEL 2
*Tax disclaimer :- Investors are requested to take professional advice while making investment decisions. The information given here is neither a complete disclosure of every material fact of Income Tax Act (2025), nor it constitutes a legal or tax advice.
Investment Approach
The Investment strategy aims for Steady Income generation through investment in Debt, Arbitrage and InvITs and aims for Alpha generation with investment in Equities and Derivative strategies
Grasp the plan.
Invest with confidence.
Invest across G-secs, SDLs, T-Bills and Debt papers across Duration and offering Higher degree of safety. Invest into Listed InvIT units
Arbitrage investment potentially provides a fully Hedged portfolio
Aims to generate Alpha with tactical calls across IPO, Mergers, Buyback, Open offer and other special situation opportunities
Derivatives exposure including Unhedged Shorts for short term return generation, portfolio management and risk mitigation
Investment Strategy Details
Fund details may change and are subject to regulations. Refer to the offer
documents for complete information.
| Parameter | Scheme Details |
|---|---|
| Investment Strategy Name | H-SIF Hybrid Long-Short Fund |
| Type of Investment Strategy | Interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives. |
| Category Of Investment Strategy | Hybrid Long-Short Fund |
| NFO Open - Close Date | 13th Nov 2026 - 27th Nov 2026 |
| NFO Reopen Date | 8th Dec 2026 |
| Benchmark Index | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Plans and Options | Regular and Direct plan with Growth and IDCW options under each plan |
| Minimum Investment | ₹10 lakh* During NFO: - For New investor in SIF - Minimum of Rs. 10,00,000/- and in multiples of Re. 1/- thereafter. The above threshold shall not apply to: 1. Aggregate Investment by an investor across all investment strategies offered by the SIF, at the Permanent Account Number (‘PAN’) level, shall not be less than INR 10 lakh (hereinafter referred to as the ‘Minimum Investment Threshold’). The Minimum Investment Threshold of INR 10 lakh shall apply exclusively to investments under SIF strategies and shall not include investments made by the investor in regular Mutual fund schemes of the same AMC. Subsequent investment can be in multiples of Rs 1 thereafter. 2. Accredited investor 3. Mandatory investments made by the AMCs for designated employees as per clause 7.14 of Master Circular for Mutual Funds dated March 20, 2026. Systematic Investment Plan (SIP) can be registered by the existing investor subject to meeting Minimum threshold investment of Rs. 10 Lakhs. Minimum Additional Application Amount (including Switch-In) to be Rs. 5,000/ and in multiples of Re.1 thereafter |