To generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments while employing limited short exposure through derivatives to enhance returns and manage risk efficiently. There is no assurance that the investment objective of the Investment strategy will be achieved.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Long-Short Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.14% | -2.39% | 10.84% | 9.77% | 7.11% | N/A | N/A | N/A | N/A | N/A | 7.34% |
| Category returns | -2.65% | -4.03% | -0.75% | -1.77% | 7.11% | 0% | 0% | 0% | 0% | 0% | N/A |
| Absolute returns | -2.14% | -2.39% | 10.84% | 9.77% | 7.11% | N/A | N/A | N/A | N/A | N/A | 7.59% |
| Rank within category | 3/11 | 3/9 | 1/4 | 1/2 | 1/1 | N/A | N/A | N/A | N/A | N/A | N/A |
| Long-Short Fund | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | 7.33% |
| Q1 returns | N/A | -11.57% |
| Q2 returns | N/A | 18.58% |
| Q3 returns | N/A | 3.5% |
| Q4 returns | N/A | -1.11% |
1% on or before 15D, Nil after 15D
| Alpha | 1.03075 |
| Beta | 0.8951 |
| Sharpe Ratio | 0.0597758 |
| Sortino Ratio | 0.122259 |
| R-Squared | 0.7868 |
| Tracking Error | 1.8799 |
| Downside Risk | 10.6203 |
| Std. Deviation (Annualised) | 13.9683 |
| Long-Short Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Qsif Equity Long-Short Fund - Regular Plan - Growth Current | -2.14% | -2.39% | 10.84% | 9.77% | 7.11% | N/A | N/A | N/A | 7.34% | 1,017.78 | 4.22 | 0.06 | Moderate |
| Diviniti Equity Long Short Fund - Regular Plan - Growth | -3.99% | -8.28% | -9.56% | -13.31% | N/A | N/A | N/A | N/A | -13.4% | 246.02 | N/A | -0.82 | Very High |
| DynaSIF Equity Long - Short Fund - Regular Plan - Growth | -3.69% | -4.85% | -2.35% | 0% | N/A | N/A | N/A | N/A | 0.54% | 403.87 | 3.84 | 0.00 | Very High |
| Arudha Equity Long-Short Fund - Regular Plan - Growth | -2.59% | -3.9% | -1.93% | 0% | N/A | N/A | N/A | N/A | 0.63% | 133.38 | 3.24 | -0.19 | Very High |
| Titanium Equity Long-Short Fund - Regular Plan - Growth | -2.29% | -1.64% | 0% | 0% | N/A | N/A | N/A | N/A | 1.73% | 343.89 | 3.17 | 0.07 | Very High |
| Sapphire Equity Long-Short SIF - Regular Plan - Growth | -3.43% | -4.92% | 0% | 0% | N/A | N/A | N/A | N/A | -4.64% | 211.03 | 3.01 | -0.48 | Very High |
| WSIF Equity Long-Short Fund - Regular Plan - Growth | -2.94% | -5.97% | 0% | 0% | N/A | N/A | N/A | N/A | 0.78% | 42.21 | 4.30 | 0.02 | Very High |
| Arthaya Equity Long Short Fund - Regular Plan - Growth | -1.19% | -4.06% | 0% | 0% | N/A | N/A | N/A | N/A | -3.35% | 130.96 | 5.32 | -0.96 | Low |
| iSIF Equity Long-Short Fund - Regular Plan - Growth | -3.45% | -0.29% | 0% | 0% | N/A | N/A | N/A | N/A | 3.7% | 789.84 | 3.83 | 0.33 | Very High |
| Summit Equity Long-Short Fund - Regular Plan - Growth | -2.68% | 0% | 0% | 0% | N/A | N/A | N/A | N/A | 1.5% | 375.61 | 4.15 | -0.13 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| TREPS 01-Oct-2026 DEPO 10 | Cash & Cash Equivalents and Net Assets | 33.49% | |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 9.47% |
| National Stock Exchange Of India Ltd. | N.A. | Domestic Equities | 8.25% |
| Adani Green Energy Ltd. | Power | Domestic Equities | 5.79% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 5.72% |
| Indegene Ltd. | Healthcare Services | Domestic Equities | 4.86% |
| LG Electronics India Ltd. | Consumer Durables | Domestic Equities | 3.91% |
| Axis Bank Ltd. | Banks | Domestic Equities | 2.95% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 2.83% |
| Glaxosmithkline Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.79% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 2.73% |
| Adani Power Ltd. | Power | Domestic Equities | 2.71% |
| LIC Housing Finance Ltd. | Finance | Domestic Equities | 2.47% |
| Capri Global Capital Ltd. | Finance | Domestic Equities | 2.42% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.33% |
| Life Insurance Corporation of India | Insurance | Domestic Equities | 2.27% |
| AWL Agri Business Ltd. | Agricultural Food & other Products | Domestic Equities | 2.01% |
| Caliber Mining and Logistics Ltd. | Consumable Fuels | Domestic Equities | 1.85% |
| Hexaware Technologies Ltd. | IT - Software | Domestic Equities | 1.66% |
| Container Corporation Of India Ltd. | Transport Services | Domestic Equities | 1.08% |
| PTC India Ltd. | Power | Domestic Equities | 0.98% |
| 91 Days Treasury Bill 24-Dec-2026 | Treasury Bills | 0.73% | |
| 91 Days Treasury Bill 10-Dec-2026 | Treasury Bills | 0.68% | |
| 91 Days Treasury Bill 17-Dec-2026 | Treasury Bills | 0.68% | |
| 91 Days Treasury Bill 27-Nov-2026 | Treasury Bills | 0.63% | |
| 91 Days Treasury Bill 03-Dec-2026 | Treasury Bills | 0.63% | |
| 91 Days Treasury Bill 05-Nov-2026 | Treasury Bills | 0.59% | |
| 91 Days Treasury Bill 19-Nov-2026 | Treasury Bills | 0.59% | |
| Tata Investment Corporation Ltd. | Finance | Domestic Equities | 0.53% |
| qsif Sector Rotation Long-Short Fund-DG | Domestic Mutual Funds Units | 0.51% | |
| 91 Days Treasury Bill 15-Oct-2026 | Treasury Bills | 0.49% | |
| 91 Days Treasury Bill 22-Oct-2026 | Treasury Bills | 0.49% | |
| 91 Days Treasury Bill 29-Oct-2026 | Treasury Bills | 0.49% | |
| LTM Ltd. | IT - Software | Domestic Equities | 0.00% |
| NCA-NET CURRENT ASSETS | Cash & Cash Equivalents and Net Assets | -9.60% | |
| Total | 100.00% | ||
Mr. Sanjeev Sharma has total 6 years of experience in Debt Research.
Experience of 8 years in Indian equities and of 3 years in software products. Began his career in core banking software with Infosys Finacle. Began his career in equity research in 2011, picking up the (U.S. based) CFA charter in 2015 and MBA from The Chinese University of Hong Kong in 2017. He won the Thomson Reuters StarMine Award for best stock picker in the IT sector in 2014 and is a lifetime member of the Beta Gamma Sigma honour society.
Sandeep Tandon is the founder of the quant group and has 23 years of experience in the financial services industry. Sandeep’s previous stints include a key role in setting up the equity derivatives desk at ICICI Securities as vice president. He started his career with the Economic Times Research Bureau, a research wing of the leading financial daily of India, The Economic Times. He later joined IDBI Asset Management (now Principal Asset Management), and was part of the core team that initialized asset management, playing a key role in devising, conceptualizing andmarketing one of India’s most successful mutual schemes: IDBI I-NITS 95
Sameer has over two decades of experience in Indian equities and derivatives dealing. Prior to joining quant MF, Sameer was Sr. Sales Trader at Investec Capital covering equity and derivatives trading for domestic and foreigninstitutional clients. He has also worked for over 16 years at Kotak Securities as a Sales Trader.
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