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.
| Sector Rotation Long-Short Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -2.86% | -2.07% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.83% |
| Category returns | -2.86% | -2.07% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | N/A |
| Absolute returns | -2.86% | -2.07% | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.83% |
| Rank within category | 1/1 | 1/1 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Sector Rotation Long-Short Fund | 2026 |
|---|---|
| Yearly returns | N/A |
| Q1 returns | N/A |
| Q2 returns | N/A |
| Q3 returns | 0.45% |
| Q4 returns | -1.57% |
1% on or before 15D, Nil after 15D
| Alpha | 0.0568085 |
| Beta | 0.0733 |
| Sharpe Ratio | 0.00461967 |
| Sortino Ratio | 0.00943634 |
| R-Squared | 0.018 |
| Tracking Error | 3.2723 |
| Downside Risk | 3.0308 |
| Std. Deviation (Annualised) | 5.7243 |
| Sector Rotation Long-Short Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Qsif Sector Rotation Long-Short Fund - Regular Plan - Growth Current | -2.86% | -2.07% | 0% | 0% | N/A | N/A | N/A | N/A | 0.83% | 62.09 | 4.36 | 0.00 | Moderate |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| TREPS 01-Oct-2026 DEPO 10 | Cash & Cash Equivalents and Net Assets | 19.75% | |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 9.33% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 8.76% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 7.18% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 6.78% |
| Gujarat Themis Biosyn Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 5.81% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 5.68% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 5.61% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 5.28% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 4.89% |
| NCA-NET CURRENT ASSETS | Cash & Cash Equivalents and Net Assets | 3.59% | |
| Mphasis Ltd. | IT - Software | Domestic Equities | 3.13% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 2.95% |
| Indegene Ltd. | Healthcare Services | Domestic Equities | 1.84% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 1.84% |
| 91 Days Treasury Bill 24-Dec-2026 | Treasury Bills | 1.59% | |
| HCL Technologies Ltd. | IT - Software | Domestic Equities | 1.19% |
| 91 Days Treasury Bill 29-Oct-2026 | Treasury Bills | 0.80% | |
| 91 Days Treasury Bill 19-Nov-2026 | Treasury Bills | 0.80% | |
| 91 Days Treasury Bill 27-Nov-2026 | Treasury Bills | 0.80% | |
| 91 Days Treasury Bill 03-Dec-2026 | Treasury Bills | 0.80% | |
| 91 Days Treasury Bill 10-Dec-2026 | Treasury Bills | 0.80% | |
| 91 Days Treasury Bill 17-Dec-2026 | Treasury Bills | 0.80% | |
| Total | 100.00% | ||
Mr Shah has more than 18 years of experience in domestic and international financial services encompassing both fund based and non-fund based activities including M&A, project fi nance, capital raising, corporate advisory and valuation mandates.
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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