qsif Equity Long-Short Fund
Benchmark Index: NIFTY 500 Total Return Index (TRI)
Plan: Regular Growth
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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.
Risk Band Level 5
Fund Details (qsif Equity Long- Short Fund)
Investment Objective
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.
Asset Allocation Pattern
| Instrument | Minimum | Maximum |
|---|---|---|
| Investment in Equity and equity related instruments | 80% | 100% |
| Investments in Debt & Money Market instruments | 0% | 20% |
| Investments in REITs and InvITs | 0% | 20% |
Investment strategy
The Equity Long-Short Investment Strategy is a sophisticated approach designed to achieve consistent capital appreciation across diverse market conditions. By blending long-term equity investments with tactical short exposures, the strategy aims to capture upside potential while mitigating downside risks. This dual approach leverages both fundamental and opportunistic market dynamics to deliver robust returns for investors seeking growth with prudent risk management. The portfolio is thoughtfully structured to balance growth, risk, and liquidity, with the following allocation guidelines: * Long Equity Positions (80%–100%): At least 80% of net assets are invested in listed equity and equity-related instruments, such as common stocks, preferred shares, and equity-linked securities (e.g., convertible bonds). These positions are selected based on fundamental analysis, targeting companies with strong growth prospects, attractive valuations, and sustainable competitive advantages. The long portfolio emphasizes diversification across sectors and geographies to reduce concentration risk while maximizing return potential. * Short Derivative Positions (up to 25%): The strategy employs unhedged derivative instruments, including stock futures, index futures, and options, to establish short exposures of up to 25% of net assets. These positions are designed to profit from declining prices of specific securities deemed overvalued or to hedge against broader market corrections. The tactical use of shorts allows the fund to generate returns in bearish or volatile market conditions, enhancing overall portfolio resilience. *Debt and Money Market Instruments (up to 20%): A portion of the portfolio, up to 20%, is allocated to debt or liquid money market instruments, such as treasury bills or short-term government bonds. This allocation allows a certain fixed return generation and serves as a liquidity buffer, enabling the fund to meet 15 redemption requests, seize new investment opportunities, or manage margin requirements for derivative positions without disrupting the core equity holdings. * Hedging Flexibility (up to 100% Additional Hedging): Beyond the 25% unhedged short exposure, the strategy allows for up to 100% hedging of the remaining long equity positions using derivative instruments, such as index futures, options. This capability enables the portfolio to achieve fully hedged exposure when market conditions warrant a defensive stance, such as during periods of heightened volatility or anticipated downturns.