Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    Summit Equity Long-Short Fund-SIF
  • Opening:
    2nd July 2026
  • Closing:
    16th July 2026
  • Scheme Type:
    SIF Open Ended Scheme Equity Strategies - Equity Long-Short Fund
  • Minimum Investment:
    10,00,000 and in multiples of Re. 1 thereafter.
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    0.50% of NAV if units are redeemed/switched out on or before 3 months from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • BSE 500

  • Fund Manager:

  • Hiten Jain

Asset Allocation

80-100 % Equity
upto 20% Debt and Money Market
Comparable existing schemes
Not Available Not Available Not Available
Not Available Not Available Not Available

Fund Prognosis

Idea Distiller

The maiden offering from Invesco aims to do what the SIF playbook states but on a more understandable basis.

  • Fund House AAUM:

  • 1,46,71,795.50(in Lakhs)

  • Fund Manager:

  • Experience of above 15 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

In these times where the SIFs are hitting with a huge regularity, it is difficult to pick a winner.