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Overview
Hybrid Long-Short Funds are specialised investment strategies that can combine equity, debt, and permitted long-short derivative positions.
They should not be confused with conventional Hybrid Mutual Funds.
Where offered under India's Specialized Investment Fund framework, or SIF, these strategies can use investment techniques and unhedged short exposures that are not typical of ordinary retail mutual fund categories.
Explained
A Hybrid Long-Short strategy can take both long and permitted short positions while investing across equity and debt.
A long position generally benefits when the price of an asset rises.
A short position is designed to benefit when the relevant security or market exposure declines, subject to how the derivative position is structured.
Under the applicable SIF framework, Hybrid Long-Short strategies can maintain prescribed minimum equity and debt exposures while using permitted derivatives for long and short positioning.
This makes the strategy materially different from a standard Aggressive, Conservative, or Balanced Hybrid Fund.
Explained
The strategy combines several potential sources of return.
The portfolio can own equities expected to appreciate.
Debt investments can provide income, duration exposure, or other fixed-income opportunities.
Permitted derivatives can be used to establish unhedged short exposure within applicable regulatory limits.
A short position can potentially contribute positively when the targeted security or market falls.
It can also lose money if prices rise instead.
The manager can adjust long and short exposure according to the strategy mandate, market conditions, valuations, and investment opportunities.
This flexibility increases the importance of manager skill and risk controls.
Suitability
Hybrid Long-Short strategies may suit experienced investors who:
These strategies are not designed simply as substitutes for ordinary balanced or hybrid mutual funds.
Advantages
Long and short positioning can create opportunities in rising and falling markets. This does not mean the fund will profit in every market environment.
The strategy can combine equity and debt opportunities.
The manager has a broader toolkit than many conventional mutual fund categories.
Returns may depend on security selection, asset allocation, interest rates, and long-short positioning rather than only on a rising equity market.
Specialised managers handle derivative exposures and portfolio risk within the regulatory framework.
Before you invest
Investors should first determine whether the product is being offered as a Specialized Investment Fund strategy. SIFs operate under a distinct regulatory framework.
SIFs generally have a prescribed minimum aggregate investment threshold at the PAN level across strategies of a particular SIF, subject to applicable rules and exceptions. Investors should verify the current threshold and eligibility before investing.
Derivatives can amplify gains and losses and introduce basis, liquidity, counterparty, and execution risks.
A short position loses money when the underlying exposure rises instead of falling.
Results can depend heavily on the manager's ability to identify long and short opportunities.
Gross exposure, net exposure, hedged positions, unhedged shorts, and asset allocation all need to be understood together.
Specialised strategies can have different subscription and redemption structures from ordinary open-ended mutual funds. Investors should read the strategy information document before investing.
Taxation
Investors should not automatically apply conventional equity mutual fund or hybrid mutual fund taxation simply because equity forms part of the strategy.
Factors such as the nature of the vehicle, equity exposure, derivatives, debt exposure, and applicable statutory definitions can influence taxation.
Professional tax advice can be useful for investors committing substantial amounts to specialised strategies.
Step by step
Good to know
It is a specialised strategy that can combine equity, debt, and permitted long-short derivative exposure.
Not necessarily. Where structured under the SIF framework, it is a specialised investment strategy with different portfolio flexibility and investment requirements.
A short exposure is generally designed to benefit when the price of the relevant underlying security or market declines. It can generate losses if the price moves higher.
Yes. Long positions, short positions, debt securities, derivatives, and allocation decisions can all produce losses.
Yes. SIFs generally operate with a prescribed minimum aggregate investment threshold, subject to the applicable regulatory framework and exceptions.
Their derivatives, long-short positioning, and specialised structure can make them more complex than conventional mutual funds.
Tax treatment depends on the specific structure and prevailing tax provisions. Investors should verify scheme-level taxation rather than assuming standard hybrid-fund treatment.
Recap
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FUND
A
Altiva Hybrid Long-Short Fund Direct Payout Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.77
0.1%N.A.
N.A.
N.A.
R
RedHex Hybrid Long-Short Fund Direct GrowthHybrid Hybrid Long-Short Fund₹10.22
0.09%N.A.
N.A.
N.A.
Q
qsif Hybrid Long-Short Fund Direct GrowthHybrid Hybrid Long-Short Fund₹13.22
1.59%N.A.
N.A.
N.A.
I
Infinity Hybrid Long-Short Fund Direct GrowthHybrid Hybrid Long-Short Fund₹10.36
0.13%N.A.
N.A.
N.A.
I
iSIF Hybrid Long-Short Fund Direct GrowthHybrid Hybrid Long-Short Fund₹10.58
0.06%N.A.
N.A.
N.A.
T
Titanium Hybrid Long-Short Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.19
0.14%N.A.
N.A.
N.A.
P
Prism Hybrid Long-Short Fund Direct GrowthHybrid Hybrid Long-Short Fund₹10.21
0.12%N.A.
N.A.
N.A.
P
Platinum Hybrid Long-Short Fund Direct Payout Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.17
0.26%N.A.
N.A.
N.A.
A
Apex Hybrid Long-Short Fund Direct GrowthHybrid Hybrid Long-Short Fund₹10.76
0.25%N.A.
N.A.
N.A.
M
Magnum Hybrid Long Short Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.54
0.19%N.A.
N.A.
N.A.
A
Altiva Hybrid Long-Short Fund Direct GrowthHybrid Hybrid Long-Short Fund₹11.13
0.1%N.A.
N.A.
N.A.
R
RedHex Hybrid Long-Short Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.22
0.1%N.A.
N.A.
N.A.
Q
qsif Hybrid Long-Short Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹13.22
1.59%N.A.
N.A.
N.A.
I
Infinity Hybrid Long-Short Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.36
0.13%N.A.
N.A.
N.A.
A
Arudha Hybrid Long-Short Fund Direct Annually (Annual) Payout Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.31
0.19%N.A.
N.A.
N.A.
T
Titanium Hybrid Long-Short Fund Direct GrowthHybrid Hybrid Long-Short Fund₹10.19
0.14%N.A.
N.A.
N.A.
A
Altiva Hybrid Long-Short Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.77
0.1%N.A.
N.A.
N.A.
P
Platinum Hybrid Long-Short Fund Direct Reinvestment Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.17
0.26%N.A.
N.A.
N.A.
A
Apex Hybrid Long-Short Fund Direct Payout Inc Dist cum Cap WdrlHybrid Hybrid Long-Short Fund₹10.76
0.25%N.A.
N.A.
N.A.
M
Magnum Hybrid Long Short Fund Direct GrowthHybrid Hybrid Long-Short Fund₹10.53
0.18%N.A.
N.A.
N.A.
Showing 1–20 of 24
