NFO Monitor

Fund Facts

Name of Funds:

Summit Equity Long-Short Fund-SIF

Opening:

2nd July 2026

Closing:

16th July 2026

Minimum Investment:

10,00,000 and in multiples of Re. 1 thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.50% of NAV if units are redeemed/switched out on or before 3 months from the date of allotment.

Fund Stats

Objective:

To generate long-term capital appreciation by investing primarily in equity and equity-related instruments, combining directional equity investments with tactical short positions to provide risk-adjusted returns over traditional long-only strategies. There is no assurance that the investment objective of the Investment strategy will be achieved.

Benchmark:

BSE 500

Fund Manager:

Hiten Jain

Asset Allocation

80-100 % Equity upto 20% Debt and Money Market

Comparable Existing Scheme

Not Available

Not Available Not Available

Not Available

Not Available Not Available

Fund Prognosis

Idea Distiller:

The maiden offering from Invesco aims to do what the SIF playbook states but on a more understandable basis.

Fund House AAUM:

1,46,71,795.50(in Lakhs)

Fund House AAUM:

Experience of above 15 years

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

In these times where the SIFs are hitting with a huge regularity, it is difficult to pick a winner.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

NFO Monitor

Fund Facts

Name of Funds:

Opening:

Closing:

Minimum Investment:

Plan:

Options:

Entry Load:

Exit Load:

Fund Stats

Objective:

Benchmark:

Fund Manager:

Asset Allocation

Comparable Existing Scheme

Not Available

Not Available

Fund Prognosis

Idea Distiller:

Fund House AAUM:

Fund House AAUM:

Scheme DNA

UniQness

Return

Risk

Operability

Oomph Factor

Important Links

Fund

Snapshot

Company