NFO Monitor

Fund Fact

Name of Funds:

MSIF Equity Long-Short Fund

Opening:

30th September 2026

Closing:

14th October 2026

Minimum Investment:

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

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.5% if redeemed within 3 months

Fund Stats

Objective:

To generate long-term capital appreciation by investing predominantly in listed equity and equity-related instruments while selectively employing tactical short positions through derivatives.

Benchmark:

NIFTY 500

Fund Manager:

Aalap Shah, Abhishek Jaiswal

Asset Allocation

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

upto 10% Others Nil Nil

Comparable existing schemes

Arudha Equity Long-Short-SIF	-2.04%(6M)	Not Available
qsif Equity Long Short- SIF	10.81(6M)	Not Available

Fund Prognosis

Idea Distiller

A simple long short fund with a 25% cap on derivatives for downside protection.

Fund House AAUM:
3,814,006.8(in Lakhs)
Fund Manager:
Combined experience of above 10 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

In a short time, the SIF world has exploded and this is an entry level offering from the SBI family.

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