This investment strategy aims to achieve a blend of capital appreciation and income generation by maintaining a balanced exposure to equity and debt instruments, with a minimum of 25% in each, while utilizing up to 25% in short derivative positions to enhance returns and manage risk.
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 | 16.86% | 22.8% | 30.76% | 29.07% | N/A | N/A | N/A | N/A | N/A | N/A | 28.82% |
| Category returns | 0.48% | 2.89% | 8.99% | 8.29% | 0% | 0% | 0% | 0% | 0% | 0% | N/A |
| Absolute returns | 16.86% | 22.8% | 30.76% | 29.07% | N/A | N/A | N/A | N/A | N/A | N/A | 28.82% |
| Rank within category | 1/11 | 1/9 | 1/7 | 1/4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Long-Short Fund | 2025 | 2026 |
|---|---|---|
| Yearly returns | N/A | 29.03% |
| Q1 returns | N/A | -2.08% |
| Q2 returns | N/A | 7.14% |
| Q3 returns | N/A | 22.39% |
| Q4 returns | N/A | 0.49% |
1% on or before 15D, Nil after 15D
| Alpha | 1.73245 |
| Beta | -0.0627 |
| Sharpe Ratio | 0.361377 |
| Sortino Ratio | 1.9495 |
| R-Squared | 0.0021 |
| Tracking Error | 6.3963 |
| Downside Risk | 3.5395 |
| Std. Deviation (Annualised) | 17.4541 |
| Long-Short Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Qsif Hybrid Long-Short Fund - Regular Plan - Growth Current | 16.86% | 22.8% | 30.76% | 29.07% | N/A | N/A | N/A | N/A | 28.82% | 213.71 | 3.53 | 0.36 | Moderate |
| Altiva Hybrid Long-Short Fund - Regular Plan - Growth | -1.12% | 1.45% | 6.35% | 6.02% | N/A | N/A | N/A | N/A | 9.01% | 9,267.63 | 2.11 | 0.41 | Low |
| Magnum Hybrid Long Short Fund - Regular Plan - Growth | -2.5% | -1.31% | 2.96% | 0.5% | N/A | N/A | N/A | N/A | 2.74% | 4,001.17 | 1.65 | -0.13 | Low |
| Titanium Hybrid Long-Short Fund - Regular Plan - Growth | -3.29% | -2.72% | 3.71% | -2.42% | N/A | N/A | N/A | N/A | -1.89% | 548.72 | 2.73 | -0.20 | Very High |
| Arudha Hybrid Long-Short Fund - Regular Plan - Growth | 0.09% | 0.78% | 2.97% | 0% | N/A | N/A | N/A | N/A | 3.82% | 146.93 | 1.33 | -0.19 | Low |
| iSIF Hybrid Long-Short Fund - Regular Plan - Growth | -3.28% | 0.12% | 9.35% | 0% | N/A | N/A | N/A | N/A | 2.43% | 1,323.11 | 2.47 | 0.04 | Very High |
| Apex Hybrid Long-Short Fund - Regular Plan - Growth | -0.16% | 4.05% | 6.84% | 0% | N/A | N/A | N/A | N/A | 7.05% | 176.29 | 2.81 | 0.72 | Low |
| Platinum Hybrid Long-Short Fund - Regular Plan - Growth | -1.57% | -0.85% | 0% | 0% | N/A | N/A | N/A | N/A | 0.27% | 369.66 | 3.84 | -0.49 | Low |
| Prism Hybrid Long-Short Fund - Regular Plan - Growth | 0.34% | 0% | 0% | 0% | N/A | N/A | N/A | N/A | 2.06% | 297.05 | 3.56 | 1.25 | Low to Moderate |
| RedHex Hybrid Long-Short Fund - Regular Plan - Growth | 0.17% | 1.72% | 0% | 0% | N/A | N/A | N/A | N/A | 2.08% | 1,072.84 | 2.17 | 0.73 | Low to Moderate |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| TREPS 03-Aug-2026 DEPO 10 | Cash & Cash Equivalents and Net Assets | 26.98% | |
| Adani Energy Solutions Ltd. | Power | Domestic Equities | 8.58% |
| SIDBI CD 27-Oct-2026 | Certificate of Deposit | 6.91% | |
| JSW Infrastructure Ltd. | Transport Infrastructure | Domestic Equities | 6.51% |
| Caliber Mining and Logistics Ltd. | Consumable Fuels | Domestic Equities | 6.14% |
| IndiGrid Infrastructure Trust | Power | REITs & InvITs | 5.64% |
| Bagmane Prime Office REIT | Realty | REITs & InvITs | 4.92% |
| Muthoot Finance Ltd CP 08-Sep-2026 | Commercial Paper | 4.65% | |
| 6.28% GOI 14-July-2032 | Government Securities | 4.61% | |
| Canara Bank CD 29-Jun-2027 | Certificate of Deposit | 4.40% | |
| PTC India Ltd. | Power | Domestic Equities | 3.50% |
| Tata Chemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 2.37% |
| 364 Days Treasury Bill 12-Nov-2026 | Treasury Bills | 2.30% | |
| 364 Days Treasury Bill 06-May-2027 | Treasury Bills | 2.24% | |
| Citius Transnet Investment Trust | Transport Infrastructure | REITs & InvITs | 2.05% |
| Raajmarg Infra Investment Trust | Transport Infrastructure | REITs & InvITs | 1.91% |
| Gabriel India Ltd. | Auto Components | Domestic Equities | 1.65% |
| Sonata Software Ltd. | IT - Software | Domestic Equities | 1.55% |
| Indegene Ltd. | Healthcare Services | Domestic Equities | 1.44% |
| Welspun Enterprises Ltd. | Construction | Domestic Equities | 1.07% |
| Poly Medicure Ltd. | Healthcare Equipment & Supplies | Domestic Equities | 1.03% |
| Cube Highways Trust | Transport Infrastructure | REITs & InvITs | 0.66% |
| Blue Jet Healthcare Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.61% |
| NCA-NET CURRENT ASSETS | Cash & Cash Equivalents and Net Assets | -1.71% | |
| 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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