Research preview: Specialized Investment Fund (SIF) profiles show source evidence and known gaps. Verify official documents before relying on any data point.

Review methodology

SIF category

Hybrid / Multi-Asset

SIF strategies that combine asset allocation flexibility with active positioning across market cycles.

Investor lens

Best researched as flexible allocation strategies where equity, debt, hedging, and tactical shifts can change the investor experience over time.

Hybrid Long-ShortMulti-Asset Allocation

Category diligence

What matters in this strategy family

Category labels are only a starting point. Use these checks before comparing individual SIF profiles.

Understand how allocation can shift across asset classes.

Compare hedging and derivative language across AMCs.

Verify whether NAV and factsheet evidence supports the stated strategy.

Hybrid / Multi-Asset

qsif Hybrid Long-Short Fund

Quant Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹12.91

17 Sept 2026

Daily NAV

AUM

Fund Size as on 31 August 2026: Rs. 298.00 crore.

Available

TER / costs

Annual expense (stated maximum), reviewed 5 September 2026: Regular 3.42%; Direct 2.00%.

Available

Fund manager

Fund managers: Sandeep Tandon (primary); Ankit Pande, Sameer Kate, Sanjeev Sharma, and Jignesh Shah (co-managers). Jignesh Shah has managed since 20 February 2026; the others since allotment.

Available

Risk-band

Risk Band Level 3

Current AMFI summary checked 15 Sept 2026

Evidence

6/8 items checked

Review sources in the profile

A hybrid SIF strategy combining asset allocation flexibility with long-short positioning.

Use case lens: Flexible allocation research

Check carefully if: liquidity or tax fit is unclear

HybridLong-ShortMulti-Asset
Open profile

Hybrid / Multi-Asset

Magnum Hybrid Long-Short Fund

SBI Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹10.42

17 Sept 2026

Daily NAV

AUM

AUM as on 31 July 2026: Rs. 3,833.95 crore; AAUM for July 2026: Rs. 3,789.05 crore.

Available

TER / costs

Base expense ratio / TER as on 31 July 2026: Regular 0.92% / 1.75%; Direct 0.40% / 1.14%.

Available

Fund manager

Fund manager: Mr. Gaurav Mehta; managing since October 2025; total experience around 20 years.

Available

Risk-band

Risk Band Level 1

Official disclosure as of 31 Jul 2026

Evidence

7/8 items checked

Review sources in the profile

A hybrid SIF approach positioned for active allocation across equity and debt market conditions.

Use case lens: Flexible allocation research

Check carefully if: liquidity or tax fit is unclear

SBIHybridLong-Short
Open profile

Hybrid / Multi-Asset

Altiva Hybrid Long-Short Fund

Edelweiss Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹11.01

17 Sept 2026

Daily NAV

AUM

AUM month end: Rs. 5,599 crore; monthly average: Rs. 5,053 crore.

Available

TER / costs

Base expense ratio / TER as on 30 June 2026: Direct 0.60% / 1.46%; Regular 1.43% / 2.43%.

Available

Fund manager

Fund managers: Equity - Mr. Bhavesh Jain and Mr. Bharat Lahoti; Debt - Mr. Dhawal Dalal and Mr. Kedar Karnik; Overseas - Mr. Amit Vora. Factsheet lists experience and managing-since dates for each role.

Available

Risk-band

Risk Band Level 1

Current AMFI summary checked 15 Sept 2026

Evidence

7/8 items checked

Review sources in the profile

A hybrid SIF strategy designed around flexible participation across market phases.

Use case lens: Flexible allocation research

Check carefully if: liquidity or tax fit is unclear

EdelweissHybridLong-Short
Open profile

Hybrid / Multi-Asset

Titanium Hybrid Long-Short Fund

Tata Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹10.03

17 Sept 2026

Daily NAV

AUM

Monthly AAUM as on 31 July 2026: Rs. 578.17 crore.

Available

TER / costs

Total Expense Ratio as on 28 February 2026: Regular Plan 2.36%; Direct Plan 0.56%.

Available

Fund manager

Fund managers: Mr. Akhil Mittal, managing since 1-Jun-2026; Mr. Suraj Nanda and Mr. Hasmukh Vishariya, managing since 17-Dec-2025.

Available

Risk-band

Risk Band Level 5

Current AMFI summary checked 15 Sept 2026

Evidence

7/8 items checked

Review sources in the profile

A Tata SIF hybrid long-short strategy combining equity, debt, and derivative exposure for multi-asset participation.

Use case lens: Flexible allocation research

Check carefully if: liquidity or tax fit is unclear

TataTitaniumHybridLong-Short
Open profile

Hybrid / Multi-Asset

DynaSIF Active Asset Allocator Long-Short Fund

360 ONE Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Active Asset Allocator Long-Short

Latest NAV

₹10.47

16 Sept 2026

Daily NAV

AUM

AUM as on 31 July 2026: Net AUM Rs. 215.75 crore; Monthly Average AUM Rs. 217.01 crore.

Available

TER / costs

Base Expense Ratio as on 31 July 2026: Regular Plan 1.63%; Direct Plan 0.53%. Total Expense Ratio must be checked separately on the AMC's TER page.

Available

Fund manager

Fund managers: Pranav Mise; Milan Mody (debt portion); Rahul Khetawat (commodity portion). Co-fund manager: Viral Mehta. Pranav Mise and Viral Mehta are shown with effect from 7 August 2026.

Available

Risk-band

Risk Band Level 2

Official disclosure as of 31 Jul 2026

Evidence

8/8 items checked

Review sources in the profile

A 360 ONE DynaSIF active asset allocator strategy using equity, debt, commodity, InVIT, and long-short tools.

Use case lens: Flexible allocation research

Check carefully if: liquidity or tax fit is unclear

360 ONEDynaSIFHybridActive Asset Allocator
Open profile

Hybrid / Multi-Asset

Apex Hybrid Long-Short Fund

Aditya Birla Sun Life Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹10.69

17 Sept 2026

Daily NAV

AUM

AUM as on 31-Mar-2026: Rs. 53.25 crore; Average AUM for March 2026: Rs. 4.19 crore.

Available

TER / costs

Actual Expense: Regular 1.45%; Direct 0.43%.

Available

Fund manager

Fund management team: Mr. Lovelish Solanki (primary), Mr. Mohit Sharma (co-manager), and Mr. Rohit Karan (co-manager).

Available

Risk-band

Risk Band Level 1

Official disclosure as of 31 Mar 2026

Evidence

7/8 items checked

Review sources in the profile

An Aditya Birla Sun Life Apex SIF hybrid long-short interval strategy combining arbitrage, fixed income, equity, derivatives, and permitted alternatives.

Use case lens: Flexible allocation research

Check carefully if: liquidity or tax fit is unclear

Aditya Birla Sun LifeApexHybridLong-Short
Open profile

Hybrid / Multi-Asset

iSIF Hybrid Long-Short Fund

ICICI Prudential Mutual Fund

launchedEarly coverage. Included for awareness, but not yet strong enough for deeper reliance. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹10.39

17 Sept 2026

Daily NAV

AUM

Monthly AAUM as on 31-Mar-2026: Rs. 653.71 crore; closing AUM as on 31-Mar-2026: Rs. 672.02 crore.

Available

TER / costs

Annual expenses as on 31 March 2026: Regular Plan 2.37% of daily net assets; Direct Plan 0.97%.

Available

Fund manager

Fund managers listed across the official ISID/strategy summary: Mr. Rajat Chandak, Mr. Ayush Shah, Mr. Manish Banthia, and Mr. Akhil Kakkar.

Available

Risk-band

Risk Band Level 5

Official disclosure as of 31 Aug 2026

Evidence

4/8 items checked

Review sources in the profile

A source-backed ICICI Prudential Mutual Fund SIF profile covering the Hybrid Long-Short strategy, AMFI NAV history, and official disclosure links.

Use case lens: Flexible allocation research

Check carefully if: you need decision-grade evidence

ICICIiSIF SIFHybridMulti-AssetLong-Short
Open profile

Hybrid / Multi-Asset

Arudha Hybrid Long-Short Fund

Bandhan Mutual Fund

launchedNeeds verification. Useful profile, but one or more important evidence items still need checking. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹10.38

17 Sept 2026

Daily NAV

AUM

Monthly AAUM as on 31 July 2026: Rs. 114.05 crore.

Available

TER / costs

Annual Expense (stated maximum), checked 5 September 2026: Regular 1.33%; Direct 0.89%.

Available

Fund manager

Fund managers: Debt portion - Mr. Brijesh Shah and Mr. Debraj Lahiri; Equity portion - Mr. Kapil Kankonkar and Mr. Nilesh Saha.

Available

Risk-band

Risk Band Level 1

Official disclosure as of 31 May 2026

Evidence

5/8 items checked

Review sources in the profile

A source-backed Bandhan Mutual Fund SIF profile covering the Hybrid Long-Short strategy, AMFI NAV history, and official disclosure links.

Use case lens: Flexible allocation research

Check carefully if: missing evidence affects your shortlist

BandhanArudha SIFHybridMulti-AssetLong-Short
Open profile

Hybrid / Multi-Asset

qsif Active Asset Allocator Long-Short Fund

Quant Mutual Fund

launchedEarly coverage. Included for awareness, but not yet strong enough for deeper reliance. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Active Asset Allocator Long-Short

Latest NAV

₹13.12

17 Sept 2026

Daily NAV

AUM

Fund Size as on 31 August 2026: Rs. 420.00 crore.

Available

TER / costs

Annual expense (stated maximum), reviewed 5 September 2026: Regular 3.76%; Direct 2.26%.

Available

Fund manager

Fund managers: Sandeep Tandon (primary); Jignesh Shah, Ankit Pande, Sameer Kate, and Sanjeev Sharma (co-managers), all since allotment.

Available

Risk-band

Risk Band Level 2

Current AMFI summary checked 10 Sept 2026

Evidence

4/8 items checked

Review sources in the profile

A source-backed Quant Mutual Fund SIF profile covering the Active Asset Allocator Long-Short strategy, AMFI NAV history, and official disclosure links.

Use case lens: Flexible allocation research

Check carefully if: you need decision-grade evidence

Quantqsif SIFHybridMulti-AssetActive Asset AllocatorLong-Short
Open profile

Hybrid / Multi-Asset

iSIF Active Asset Allocator Long-Short Fund

ICICI Prudential Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Active Asset Allocator Long-Short

Latest NAV

₹10.30

16 Sept 2026

Daily NAV

AUM

Pending verification

Source found

TER / costs

Actual expenses as on 30 June 2026: Direct Plan 0.72%; Regular Plan 2.13%.

Available

Fund manager

Fund managers listed in the official strategy summary: Mr. Ihab Dalwai, Ms. Sharmila D'silva, Ms. Masoomi Jhurmrvala, Mr. Manish Banthia, Mr. Akhil Kakkar, and Mr. Gaurav Chikane.

Available

Risk-band

Risk Band Level 2

Official disclosure as of 31 Aug 2026

Evidence

6/8 items checked

Review sources in the profile

A source-backed ICICI Prudential Mutual Fund SIF profile covering the Active Asset Allocator Long-Short strategy, AMFI NAV history, and official disclosure links.

Use case lens: Flexible allocation research

Check carefully if: liquidity or tax fit is unclear

ICICIiSIF SIFHybridMulti-AssetActive Asset AllocatorLong-Short
Open profile

Hybrid / Multi-Asset

RedHex Hybrid Long-Short Fund

HSBC Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹10.22

17 Sept 2026

Daily NAV

AUM

AUM as on 31 July 2026: Rs. 781.58 crore; Monthly Average AUM for July 2026: Rs. 662.57 crore.

Available

TER / costs

Annual Expense (stated maximum): Regular 1.09%; Direct 0.45%.

Available

Fund manager

Fund management team: Shriram Ramanathan (fixed income, REITs and InvITs), Praveen Ayathan (arbitrage), Venugopal Manghat (equity), and Mayank Chaturvedi (foreign securities).

Available

Risk-band

Risk Band Level 2

Current AMFI summary checked 15 Sept 2026

Evidence

7/8 items checked

Review sources in the profile

A source-backed HSBC Mutual Fund SIF profile covering the RedHex Hybrid Long-Short strategy, AMFI NAV history, and official disclosure links.

Use case lens: Flexible allocation research

Check carefully if: liquidity or tax fit is unclear

HSBCRedHex SIFHybridMulti-AssetLong-Short
Open profile

Hybrid / Multi-Asset

Platinum Hybrid Long-Short Fund

Mirae Asset Mutual Fund

launchedNeeds verification. Useful profile, but one or more important evidence items still need checking. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹10.11

17 Sept 2026

Daily NAV

AUM

Pending verification

Needs review

TER / costs

Estimated maximum Base Expense Ratio (BER): up to 2.10% of daily net assets; total expense ratio up to 2.10% plus statutory levies as applicable.

Available

Fund manager

Fund manager listed in ISID: Mr. Gaurik Shah.

Available

Risk-band

Risk Band Level 2

Current AMC page checked 15 Sept 2026

Evidence

4/8 items checked

Review sources in the profile

A source-backed Mirae Asset Mutual Fund SIF profile covering the Hybrid Long-Short strategy, AMFI NAV history, and official disclosure links.

Use case lens: Flexible allocation research

Check carefully if: missing evidence affects your shortlist

Mirae AssetMirae Asset Mutual FundHybridMulti-AssetLong-Short
Open profile