HomeFund UniverseDynaSIF Equity Ex-Top 100 LS

DynaSIF Equity Ex-Top 100 LS

Allotted 24 Jun 20262 mo old
By 360 ONE · Launched Jun 2026

Holds at least 65% in stocks ranked outside the top 100 by market capitalisation — a mid- and small-cap tilt — with unhedged short exposure of up to 25% of net assets.

Equity Ex-Top 100 Long-Short SEBI-regulated SIF · ₹10L minimum Regular-Growth plan tracked
🗺️Universe note — AMFI’s July 2026 reclassification. The “top 100” this fund must stay outside is AMFI’s six-monthly list. The July 2026 update (H1-2026 average market cap; large-cap cut-off ≈ ₹1.06 lakh crore) moved 9 stocks out of the top 100 — Bosch, Dr Reddy’s, Hero MotoCorp, Indian Hotels, Lodha, Max Healthcare, Mazagon Dock, Siemens Energy India, LG Electronics India — making them eligible for this fund’s core universe, and 8 in (BSE, Vodafone Idea, Hitachi Energy India, Jindal Steel, Indian Bank, Indus Towers, Groww, BHEL), which leave it. Basis: AMFI categorisation list, July 2026; summary by Mata Securities ↗.
Minimum investment
₹10 lakh
₹1 lakh for accredited investors
SEBI norm for Specialized Investment Funds
NAV
₹11.2877
Official AMFI · Regular · 18 Sep 2026
1M Return
▲ 1.23%
Absolute · Regular
3M Return
▲ 13.13%
Absolute · Regular
6M Return
Fund under six months old
Since inception
▲ 12.88%
Since allotment, vs face value
AUM
₹151 Cr
Value Research · 21 Sep 2026
Expense Ratio
2.10%
AMFI · Regular plan · 11 Sep 2026

Daily NAV performance

Official daily NAVs from our archive of AMFI's SIF NAV feed, plotted for the plan selected. Use the buttons to change the period; the dates covered are shown under the chart. The monthly table gives each calendar month's change.

Monthly returns

Month-on-month change computed from month-end official NAVs in our archive. The first and current months are partial: they run from the earliest, or to the latest, NAV we hold.

Building from the NAV archive…

Portfolio holdings

Every line disclosed in the AMC's portfolio disclosure as of 30 Jun 2026, ranked by exposure. The ten largest are shaded. Portfolios are disclosed periodically, so these are the most recent published positions — not live weights.

47
Disclosed portfolio lines
40.14%
Top-10 concentration
85.04%
Equity & Equity Related Total
as printed by the AMC
3.37%
Treasury Bill
as printed by the AMC
9.90%
TREPS / Reverse Repo
as printed by the AMC
1.69%
Net Receivables / (Payables)
as printed by the AMC
100.00%
Grand Total
as printed by the AMC
#SecuritySector / bucketSideExposure
01
TREPS
LONG9.90%
02
Bajaj Consumer Care Limited
Fast Moving Consumer GoodsLONG3.76%
03
JSW Infrastructure Ltd
ServicesLONG3.72%
04
Voltamp Transformers Limited
Capital GoodsLONG3.52%
05
PNB Housing Finance Limited
Financial ServicesLONG3.39%
06
364 Days Tbill
Government of IndiaLONG3.37%
07
Redington Limited
ServicesLONG3.33%
08
JK Cement Limited
Construction MaterialsLONG3.31%
09
Onesource Specialty Pharma Limited
HealthcareLONG3.03%
10
Wework India Management Limited
ServicesLONG2.81%
11
Axis Bank Limited
Financial ServicesLONG2.55%
12
Varun Beverages Limited
Fast Moving Consumer GoodsLONG2.51%
13
Indus Towers Limited
TelecommunicationLONG2.35%
14
Bharti Airtel Limited
TelecommunicationLONG2.34%
15
Cholamandalam Investment and Finance Company Ltd
Financial ServicesLONG2.27%
16
Tata Motors Ltd
Capital GoodsLONG2.22%
17
KEI Industries Limited
Capital GoodsLONG2.13%
18
Premier Energies Limited
Capital GoodsLONG2.13%
19
IIFL Finance Limited
Financial ServicesLONG2.05%
20
GE Vernova T&D India Limited
Capital GoodsLONG2.03%
21
One 97 Communications Limited
Financial ServicesLONG1.99%
22
ICICI Bank Limited
Financial ServicesLONG1.97%
23
Aditya Infotech Limited
Capital GoodsLONG1.97%
24
Global Health Limited
HealthcareLONG1.93%
25
BSE Limited
Financial ServicesLONG1.79%
26
Max Financial Services Limited
Financial ServicesLONG1.75%
27
Ivalue Infosolutions Limited
Information TechnologyLONG1.74%
28
Net Receivables / (Payables)
LONG1.69%
29
CG Power and Industrial Solutions Limited
Capital GoodsLONG1.64%
30
Kovai Medical Center and Hospital Limited
HealthcareLONG1.60%
31
Jamna Auto Industries Limited
Automobile and Auto ComponentsLONG1.44%
32
Biocon Limited
HealthcareLONG1.43%
33
Novartis India Limited
HealthcareLONG1.43%
34
Manorama Industries Limited
Fast Moving Consumer GoodsLONG1.42%
35
Gk Energy Limited
ConstructionLONG1.39%
36
Pine Labs Limited
Financial ServicesLONG1.38%
37
CreditAccess Grameen Limited
Financial ServicesLONG1.28%
38
Sky Gold And Diamonds Limited
Consumer DurablesLONG1.22%
39
Motherson Sumi Wiring India Limited
Automobile and Auto ComponentsLONG1.21%
40
West Coast Paper Mills Limited
Forest MaterialsLONG1.00%
41
Jyoti CNC Automation Ltd
Capital GoodsLONG0.98%
42
Aegis Vopak Terminals Limited
Oil Gas & Consumable FuelsLONG0.97%
43
ZF Commercial Vehicle Control Systems India Limited
Automobile and Auto ComponentsLONG0.95%
44
Sharda Motor Industries Ltd.
Automobile and Auto ComponentsLONG0.81%
45
Gabriel India Limited
Automobile and Auto ComponentsLONG0.78%
46
Belrise Industries Ltd.
Automobile and Auto ComponentsLONG0.76%
47
PhysicsWallah Limited
Consumer ServicesLONG0.74%

Showing the 10 largest positions. The full disclosed book, including the short side, is one click away.

Largest equity sectors

Aggregated from the disclosed cash-equity lines.

Financial Services
20.42%
Capital Goods
16.62%
Services
9.86%
Healthcare
9.42%
Fast Moving Consumer Goods
7.69%
Automobile and Auto Components
5.95%

Extracted from the AMC's own 'DynaSIF Funds - June 2026' factsheet, section 'Portfolio as on June 30, 2026'. The factsheet prints only three columns (Company Name | Sector | % to Net Assets): there is NO Long/Short column and NO ISIN column, so every isin is null and SIDE IS DERIVED from the sign of the printed '% to Net Assets' (positive => LONG, negative => SHORT). Printed 'Sub Total' rows are not holdings; they are carried in sleeves.disclosedSleeveLabels using the AMC's own printed section headers. No gross-exposure or net-exposure figure is printed anywhere in the factsheet. Checked 2026-08-08: 360 ONE's Downloads page (https://www.360.one/dyna-sif/download, tab 'Portfolio Disclosure' > category 'Monthly Portfolio') listed only a May-2026 and a March-2026 monthly-portfolio workbook - no June-2026 monthly portfolio XLS was published - so this factsheet is the most recent security-level disclosure. This is the fund's FIRST portfolio disclosure - units were allotted 24 June 2026, six days before this 30-Jun-2026 snapshot. No derivatives section of any kind is printed for this strategy this month, so sleeves.derivatives is null (absence of disclosure, not a zero). Extracted holdings sum to 99.98 against the printed GRAND TOTAL of 100.00; the 0.02 gap is the AMC's own rounding across printed lines. Factsheet prints Launch Date 24 June 2026 and benchmark BSE 500 TRI.

Normalised from the AMC's published portfolio statement. Derivative market value, notional exposure and regulatory gross exposure can be measured on different bases, so the AMC's own statement remains controlling. Holdings are historical and change without notice — this is not a recommendation to buy or sell any security.

How the fund actually invests

DynaSIF Equity Ex-Top 100 Long-Short Fund is an open-ended investment strategy that holds 65-100% of total assets in equity and equity-related instruments of companies outside the top 100 by full market capitalisation, with up to 35% permitted in top-100 companies and up to 25% in unhedged short derivative exposure on ex-top-100 names.

The universe is defined against SEBI's market-cap ranking. The ISID defines 'Ex-Top 100' companies as those other than large-cap companies under clause 3.9.1 of the SEBI Master Circular for Mutual Funds dated March 20, 2026 - that is, companies ranked 101st and below by full market capitalisation (mid-cap 101-250, small-cap 251 onward). The core band is 65-100% of total assets in that ex-top-100 equity universe. Source: 360 ONE, DynaSIF Equity Ex-Top 100 Long-Short Fund ISID, Part II-A (https://s3.ap-south-1.amazonaws.com/x-web-s3.360.one/ISID_Dyna_SIF_Equity_Ex_Top_100_Long_Short_Fund_543e2ae233.pdf).

Large caps are allowed, but only as a minority sleeve. The ISID permits 0-35% of total assets in equity and equity-related instruments of top 100 companies, 0-25% in debt and money market instruments and 0-20% in units issued by InvITs, alongside the 65-100% ex-top-100 core. Source: 360 ONE ISID Part II-A; the same bands appear in the AMC's comparative table of all DynaSIF strategies.

The short cap is scoped to the ex-top-100 universe. The unhedged short line in the allocation table is specifically 'Unhedged short derivatives exposure in equity and equity related instruments of companies Excluding Top 100', at 0-25%. The ISID's indicative exposure table restates this as 'Unhedged Short Exposure: Upto 25% of equity and equity related instruments of other than large cap stocks', citing clause 21.6 of the SEBI circular dated March 20, 2026. Source: 360 ONE ISID Part II-A.

Other exposure limits are disclosed in the ISID's indicative table. Securities lending is capped at 20% of net assets subject to a 5% cap per single counterparty, and investment in foreign securities or overseas ETFs is capped at 20% of net assets, in each case per the SEBI Master Circular dated March 20, 2026. The ISID also lists instruments the strategy will not invest in, including debt instruments with special features (AT1 and AT2 bonds) and debt instruments with structured obligations or credit enhancement. Source: 360 ONE ISID Part II-A.

Four managers are named in the statutory documents. The KIM lists the fund managers as Mr. Harsh Agarwal, Mr. Mayur Patel, Mr. Milan Mody and Mr. Pranav Mise. The ISID's 'Who manages the investment strategy' table profiles the same four, identifying Mr. Pranav Mise as Co-Fund Manager. The June 2026 factsheet shows Harsh Agarwal, Milan Mody and Mayur Patel as fund managers with Pranav Mise as co-fund manager. Sources: 360 ONE KIM (https://s3.ap-south-1.amazonaws.com/x-web-s3.360.one/KIM_Dyna_SIF_Equity_Ex_Top_100_Long_Short_Fund_e38a0b9363.pdf); 360 ONE ISID Part II-E; June 2026 factsheet.

Fund mechanics

Benchmark
BSE 500 TRI (Total Return Index)
Asset allocation
Indicative allocations as % of total assets - Equity and equity-related instruments of companies excluding the top 100 (Ex-Top 100): min 65%, max 100%. Unhedged short derivatives exposure in equity and equity-related instruments of companies excluding the top 100: min 0%, max 25%. Equity and equity-related instruments of top 100 companies: min 0%, max 35%. Debt and money market instruments: min 0%, max 25%. Units issued by InvITs: min 0%, max 20%
Unhedged short cap
0% to 25% of total assets, scoped to equity and equity-related instruments of companies excluding the top 100. The ISID's indicative exposure table states 'Unhedged Short Exposure: Upto 25% of equity and equity related instruments of other than large cap stocks', citing clause 21.6 of the SEBI circular dated March 20, 2026
Exit load
0.5% if redeemed within 3 months from the date of allotment of units; no exit load if redeemed after 3 months from the date of allotment of units
Minimum investment
Initial (continuous basis): Rs 10,00,000 and in multiples of Rs 1 thereafter; Rs 1,00,000 and in multiples of Re 1 for accredited investors. Aggregate investment across multiple DynaSIF strategies must not be less than Rs 10,00,000 (not applicable to accredited investors). Additional purchase: Rs 20,000 and in multiples of Rs 1 thereafter. SIP: Rs 20,000 per month for a minimum 6 months, or Rs 50,000 per quarter for a minimum 6 quarters. SWP is not allowed
Subscription/redemption
Open-ended, not interval. Subscription frequency: Daily (only business days), subject to SEBI regulation. Redemption frequency: Daily (only business days); units may be redeemed on every business day at NAV-based prices, with redemption proceeds transferred within 3 business days of the request
Plans & options
Plans: Regular Plan and Direct Plan. Options under each plan: Growth, and Income Distribution cum Capital Withdrawal (IDCW). Sub-options under IDCW: IDCW Payout and IDCW Re-investment. Default option is Growth; default IDCW sub-option is Re-investment
Date of allotment
Launch date 24 June 2026, per the AMC's DynaSIF June 2026 factsheet. The NFO ran 5 June 2026 to 19 June 2026 per contemporaneous trade press. The ISID, issued post-NFO, records the new fund offer period as 'Not Applicable, as the ongoing offer of the Investment Strategy has commenced after the NFO'
Risk band
Investment Strategy Risk Band: Risk band level 5 (on a 1-5 scale, 5 = highest). Benchmark Risk Band: Risk band level 5 (BSE 500 TRI)

Sources: 360 ONE - DynaSIF Equity Ex-Top 100 Long-Short Fund ISID · 360 ONE - DynaSIF Equity Ex-Top 100 Long-Short Fund KIM · 360 ONE - DynaSIF factsheet, June 2026 · 360 ONE - Comparative table of all DynaSIF investment strategies · 360 ONE - NFO page, DynaSIF Equity Ex-Top 100 Long-Short Fund · 360 ONE - DynaSIF mandatory disclosures index. Scheme facts are as disclosed by the AMC at the time of writing; fund managers, load structures and allocation bands can change — always read the current SID/KIM before investing.

Documents & source files

Everything on this page traces back to a document 360 ONE published. Here they are, so you can read the primary source yourself rather than take our word for it.

When new documents appear. AMCs publish the previous month's factsheet and portfolio disclosure in the first week or so of each month — so from around the 8th you can generally expect the prior month-end file. Our desk re-checks every AMC on that cycle and updates the holdings and figures on this page. Links point to the AMC's own site, so you always land on their current file, not a stale copy of ours.

Every Equity Ex-Top 100 Long-Short SIF we track

All Equity Ex-Top 100 Long-Short funds we track, with their latest NAV, trailing returns, size and risk level. This fund is highlighted. Click a column heading to sort the table; the # column then shows each fund's position on that column. It is arithmetic on the period you chose, not a rating or a recommendation. Most SIFs are young, so check each fund's age before comparing. Open any fund's page from its name, or use the compare tool for a side-by-side view.

#NAV
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“—” means the fund is too young for that period or the figure isn't disclosed yet. Default order: 3-month return. NAV and returns follow the plan selected above (Growth option); AUM and risk level from Value Research.

What an Equity Ex-Top 100 Long-Short SIF actually does

Holds at least 65% in stocks ranked outside the top 100 by market capitalisation — a mid- and small-cap tilt — with unhedged short exposure of up to 25% of net assets.

Every Specialized Investment Fund sits between mutual funds and PMS: a ₹10 lakh minimum (aggregated per PAN per AMC), SEBI's Chapter VI-C framework, and mutual-fund-grade taxation — equity-oriented strategies attract 12.5% LTCG after 12 months. Learn the mechanics on our What is a SIF page, or read the August 2026 Coverage Report.

On sourcing. The scheme facts on this page are taken from the AMC's own Scheme Information Document, Investment Strategy Information Document and Key Information Memorandum, with the source linked above. The live NAV comes from AMFI; AUM and risk level from Value Research; the expense ratio from AMFI. Where a detail is not disclosed by the AMC we say so rather than estimate it — we never guess a number.

Questions about this fund?

SIFs carry a ₹10 lakh minimum and real derivative risk. Talk to a Trustner relationship manager — 20 minutes, no fee, no obligation. We are an AMFI-registered distributor (ARN-286886); we do not provide personalised investment advice.

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Who runs the money

The management team

The people named as designated fund managers in the scheme's official disclosures. Fund managers can change over the life of a scheme — verify against the current KIM before investing.

HA
Harsh Agarwal
Fund Manager (named in the KIM under 'Name of the Fund Manager' and profiled in the ISID's 'Who manages the investment strategy' table)
MP
Mayur Patel
Fund Manager (named in the KIM under 'Name of the Fund Manager' and profiled in the ISID)
MM
Milan Mody
Fund Manager (named in the KIM under 'Name of the Fund Manager' and profiled in the ISID)
PM
Pranav Mise
Co-Fund Manager (designated 'Co - Fund Manager' in the ISID's fund manager table)
Trustner relationship manager
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