NFO Monitor

Fund Fact

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

upto 20% Others Nil Nil

Comparable existing schemes

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 Manager:
Experience of above 15 years

Scheme DNA 4 fundamentals

Uniqueness

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.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028