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Overview
Active Asset Allocator Long-Short Funds are specialised strategies that dynamically allocate across multiple assets while also using permitted long and short positions.
Where offered under India's Specialized Investment Fund framework, these strategies can invest across equity, debt, derivatives, InvITs, commodity derivatives, and other permitted instruments according to their mandate.
They are more complex than conventional Dynamic Asset Allocation or Balanced Advantage Funds and should be evaluated accordingly.
Explained
An Active Asset Allocator Long-Short strategy actively changes exposure across eligible asset classes while using both long and permitted short positions.
Potential portfolio exposures can include:
The strategy can therefore seek opportunities across asset classes rather than relying only on a traditional equity-debt mix.
Explained
The fund manager actively determines where capital should be allocated.
Long positions can benefit when the selected asset rises in value.
Permitted short positions can potentially benefit when the selected underlying exposure declines.
They can also generate losses if the underlying market rises.
The manager can change allocations as valuations, market conditions, yields, trends, volatility, or other investment signals change.
Derivatives can be used to create, hedge, or modify portfolio exposure according to applicable regulations.
This gives the strategy flexibility but also increases complexity.
Suitability
These strategies may suit experienced investors who:
They are generally more complex than standard retail Hybrid Mutual Funds.
Advantages
The manager can look for opportunities across several permitted asset classes.
The strategy does not have to rely entirely on rising markets. Short positions can potentially contribute when selected exposures decline.
The manager can change asset exposure as market conditions evolve.
Performance can come from:
Specialised investment teams can monitor exposures across multiple markets and instruments.
Before you invest
Understand whether the product is offered as an SIF and how that regulatory framework differs from conventional mutual funds.
SIFs generally operate with a prescribed minimum aggregate investment threshold across strategies of a particular SIF at the PAN level, subject to applicable exceptions. Check the current requirement before investing.
Unhedged short exposure is subject to regulatory limits. Investors should review the strategy information document for the exact permitted exposure and how it is measured.
Derivatives introduce risks related to:
The manager may allocate too much to an asset before it falls or reduce exposure before it rises.
Commodity derivatives can introduce additional volatility.
Specialised strategies may not offer the same dealing structure as ordinary open-ended mutual funds. Understand subscription and redemption rules in advance.
A more complex strategy can involve different expense and transaction considerations. Review the actual disclosed costs.
Taxation
Tax treatment should be determined from the actual SIF structure and prevailing tax provisions.
Because the strategy can combine equity, debt, derivatives, InvITs, commodities, and other exposures, investors should not automatically classify it as a conventional equity or hybrid mutual fund for tax purposes.
The legal structure, portfolio composition, holding period, and applicable tax definitions can all matter.
Investors making substantial allocations may benefit from professional tax advice based on the specific strategy.
Step by step
Good to know
It is a specialised strategy that can dynamically allocate across several asset classes while using permitted long and short positions.
No. Balanced Advantage Funds are conventional Dynamic Asset Allocation mutual fund strategies. Active Asset Allocator Long-Short strategies under the SIF framework can have a broader investment toolkit, including permitted unhedged short exposure.
Under the applicable SIF framework and strategy mandate, permitted commodity derivative exposure can form part of an active asset-allocation strategy.
It is a short exposure that is not simply offsetting an equivalent long position. It can benefit from a decline in the underlying exposure but can lose money if prices rise.
Yes. Long positions, short positions, derivatives, asset-allocation decisions, interest rates, commodities, and market conditions can all produce losses.
SIFs generally have a regulatory minimum aggregate investment requirement at the PAN level across strategies of a particular SIF, subject to applicable rules and exceptions. Investors should verify the current threshold before investing.
Their long-short structure, derivatives, multiple asset classes, and SIF requirements make them more complex than conventional diversified mutual funds.
Recap
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FUND
Q
qsif Active Asset Allocator Long-Short Fund Direct Payout Inc Dist cum Cap WdrlHybrid Active Asset Allocator Long-Short Fund₹13.27
1.06%N.A.
N.A.
N.A.
D
DynaSIF Active Asset Allocator Long-Short Fund Direct GrowthHybrid Active Asset Allocator Long-Short Fund₹10.55
0.18%N.A.
N.A.
N.A.
I
iSIF Active Asset Allocator Long-Short Fund Direct GrowthHybrid Active Asset Allocator Long-Short Fund₹10.36
0.34%N.A.
N.A.
N.A.
Q
qsif Active Asset Allocator Long-Short Fund Direct GrowthHybrid Active Asset Allocator Long-Short Fund₹13.27
1.06%N.A.
N.A.
N.A.
Q
qsif Active Asset Allocator Long-Short Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Active Asset Allocator Long-Short Fund₹13.27
1.06%N.A.
N.A.
N.A.
D
DynaSIF Active Asset Allocator Long-Short Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Active Asset Allocator Long-Short Fund₹10.55
0.18%N.A.
N.A.
N.A.
D
DynaSIF Active Asset Allocator Long-Short Fund Direct Payout Inc Dist cum Cap WdrlHybrid Active Asset Allocator Long-Short Fund₹10.55
0.18%N.A.
N.A.
N.A.
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