Summit Equity Long-Short Fund - Regular Plan - Growth
Fund House: Invesco Mutual Fund SIF| Category: SIF - Equity Long Short |
| Launch Date: 25-07-2026 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 1000000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: - |
| Turn over: - | Exit Load: If units are redeemed/switched out on or before 3 months from the date of allotment: 0.50% If units are redeemed/switched-out after 3 months: Nil Switch between the Plans under the Investment Strategy: Nil |
10.2
0.13 (1.2745%)
2.2%
Benchmark: 12.16%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 500 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 long-term capital appreciation by investing primarily in equity and equity-related instruments, 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.
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 Equity Long-Short Fund - Regular Plan - Growth | 25-07-2026 | - | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Scheme Documents
There are no scheme documents available
