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Fund Card

Summit Equity Long-Short Fund-Reg(G)

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fund objective

To generate long-term capital appreciation by investing primarily in equity and equity-relatedinstruments, 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.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
No Data Found
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
No Data Found
Top 10 holdings
company (%)
ICICI Bank Ltd.6.12 
Bharti Airtel Ltd.3.90 
INDO-MIM Ltd.3.48 
Interglobe Aviation Ltd.3.42 
Eternal Ltd.3.41 
Abbott India Ltd.2.97 
Cholamandalam Investment and F...2.76 
Indian Bank2.48 
Larsen & Toubro Ltd.2.43 
Coforge Ltd.2.41 

Category

Long-Short Fund

Launch Date

22-Jul-26

Scheme Benchmark

BSE 500 - TRI

AUM ( in Cr.)

375.61

portfolio price to book value

8.23

investing style?

Large Growth

fund manager?

Hiten Jain

inception date (regular plan)

22-Jul-26

expense ratio (regular plan) %

4.15

Top 10 sectors
sectors (%)
Bank - Private10.46
Engineering - Industrial Equipments6.70
Construction - Real Estate5.62
IT - Software4.93
Finance - Stock Broking4.47
Telecommunication - Service Provider3.90
Finance - NBFC3.76
Hospital & Healthcare Services3.75
Finance - Others3.60
e-Commerce3.50

Growth Chart of the Scheme (SIP value 10,000)

to go
  • 1M
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  • 6M
  • 1Y
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performance comparison with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Summit Equity Long-Short Fund-Reg(G)Large-Growth 22-Jul-2026375.61NANANANA-0.30
Qsif Equity Long-Short Fund-Reg(G)Large-Growth 07-Oct-20251,017.785.32NANANA6.03
WSIF Equity Long-Short Fund-Reg(G)Large-Growth 06-May-202642.21NANANANA-1.06
Diviniti Equity Long Short Fund-Reg(G)Large-Growth 01-Dec-2025246.02NANANANA-14.39
Arthaya Equity Long Short Fund-Reg(G)Large-Growth 25-May-2026130.96NANANANA-3.37
Sapphire Equity Long-Short SIF-Reg(G)Large-Growth 29-Apr-2026211.03NANANANA-5.85
Titanium Equity Long-Short Fund-Reg(G)Large-Growth 14-May-2026343.89NANANANA0.83
Arudha Equity Long-Short Fund-Reg(G)Large-Growth 24-Mar-2026133.38NANANANA0.65
iSIF Equity Long-Short Fund-Reg(G)Large-Growth 05-Jun-2026789.84NANANANA1.90
DynaSIF Equity Long-Short Fund-Reg(G)Large-Growth 25-Feb-2026403.87NANANANA-0.90

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AMFI Logo Registered Distributor: ARN- 257036

Disclaimer

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. ARN - 257036

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