Summit Active Asset Allocator Long-Short Fund - Regular Plan - Growth
Fund House: Invesco Mutual Fund SIF| Category: SIF - Equity Long Short |
| Launch Date: 05-11-2026 |
| Asset Class: Mixed Asset |
| Benchmark: 40% Nifty 500 TRI + 40% CRISIL Short Term Bond Fund Index + 20% iCOMDEX Composite Index |
| TER: - |
| Status: Interval Fund |
| Minimum Investment: 1000000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: - |
| Turn over: - | Exit Load: For each purchase of units through Lumpsum / switch-in / Systematic Investment Plan (SIP), Systematic Transfer Plan (STP), exit load will be as follows: if units are redeemed/switched out on or before 30 days from the date of allotment: 0.50% if units are redeemed/switched-out after 30 days, but on or before 60 days from the date of allotment: 0.25% if units are redeemed/switched-out after 60 days: Nil Switch between the Plans under the Investment Strategy: Nil |
10.02
0 (0.0%)
0.1%
Benchmark: 12.87%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Multi Asset Allocation TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To generate income by actively seeking arbitrage opportunities and investing across multiple asset classes, such as equity & equity related instruments, fixed income instruments and commodity derivatives, while taking limited short exposure on permitted instruments through derivatives to optimize returns and manage risk. There is no assurance that the investment objective of the Investment strategy will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Summit Active Asset Allocator Long-Short Fund - Regular Plan - Growth | 05-11-2026 | - | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Scheme Documents
There are no scheme documents available
