Quant Mutual Fund to launch QSIF Active Asset Allocator Long-Short Fund

Quant Mutual Fund announced the launch of the QSIF Active Asset Allocator Long-Short Fund, a diversified scheme investing across equity, debt, equity and debt derivatives, REITs/InVITs, and commodity derivatives.

The fund is designed for investors seeking long-term capital appreciation and income generation through a multi-asset approach. It will take up to 25% short exposure in permitted derivative instruments to enhance returns and manage risk efficiently.

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The performance of the fund will be benchmarked against 40% NSE 500 TRI + 30% CRISIL Short Term Bond Fund Index + 30% iCOMDEX Composite Index and will be managed by Sandeep Tandon, Lokesh Garg, Ankit Pande, Sameer Kate, and Sanjeev Sharma.

The redemption frequency is every Tuesday and Wednesday of the week. An exit load of 1% will be applicable if redeemed/switched out on or before completion of 15 days from the date of allotment of units. No exit load is payable if units are redeemed/switched out after 15 days from the date of allotment.

The minimum investment amount is Rs 10 lakh and in multiples of Re 1 thereafter. For SIP, STP, and SWP, the minimum amount is Rs 10,000 and in multiples of Re 1 thereafter, with a minimum of six instalments.

The fund will allocate 0–100% in investment in equity and equity-related instruments, 0–100% in investment in debt and money market instruments, 0–30% in Exchange Traded Commodity Derivatives (ETCDs), and 0–20% in investment in REITs/InVITs.

This investment strategy adopts a dynamic and multi-asset approach based on prevailing market conditions, economic trends, and risk/return opportunities.

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This approach ensures liquidity, adaptability, and the ability to seize opportunities across market cycles, making it a robust strategy for navigating complex and volatile financial landscapes.

Before this, the fund house has launched two SIFs — QSIF Hybrid Long-Short Fund and QSIF Equity Long-Short Fund. The new fund offer of QSIF Equity Long-Short Fund closed on October 1, whereas the NFO of QSIF Hybrid Long-Short Fund will close on October 9.