HomeFund UniversePrism Hybrid Long-Short Fund

Prism Hybrid Long-Short Fund

First official NAV 23 Jul 20261 mo old
By Jio BlackRock

Invests across equity and debt within SEBI-defined bands, using derivatives both to hedge and to take short positions. Unhedged short exposure is capped at 25% of net assets. The most common SIF flavour, usually positioned as a balanced-advantage alternative.

Hybrid Long-Short SEBI-regulated SIF · ₹10L minimum Regular-Growth plan tracked
🆕Regular plan available from 17 Aug 2026. JioBlackRock, previously direct-only, now offers Regular Plans across eligible schemes through empanelled distributors (digital empanelment via CAMS). Our tracker’s NAV for this fund is the Regular-Growth plan, matched in the official AMFI feed. Source ↗
Minimum investment
₹10 lakh
₹1 lakh for accredited investors
SEBI norm for Specialized Investment Funds
NAV
₹10.2264
Official AMFI · Regular · 18 Sep 2026
1M Return
▲ 0.78%
Absolute · Regular
3M Return
Needs three months of official NAVs
6M Return
Fund under six months old
Since inception
▲ 2.26%
Since allotment, vs face value
AUM
₹175 Cr
Value Research · 21 Sep 2026
Expense Ratio
1.38%
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…

How the fund actually invests

Prism Hybrid Long-Short Fund is Jio BlackRock Mutual Fund's first SIF strategy under its Prism SIF brand — an interval hybrid long-short strategy with no exit load and redemption only on Mondays and Wednesdays, whose NFO ran 29 June to 13 July 2026 with units allotted on 17 July 2026.

The investment objective, verbatim from the KIM. "The Investment Strategy aims to achieve long term capital appreciation along with income generation by investing across a diversified mix of equity and equity related instruments, debt and money market instruments, derivative based strategies. There is no assurance that the investment objective of the Investment strategy will be achieved." The strategy is typed as "An interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives", with SEBI investment-strategy code PRSM/I/H/HLSF/26/04/0001/JBMF. (Source: Prism SIF KIM dated 15 May 2026.)

Asset-allocation bands from the KIM. Indicative allocations as a percentage of total assets: equity and equity-related instruments 35%-75%; debt and money market instruments 25%-65%; short exposure through unhedged derivative positions in equity and debt instruments 0%-25%; units of InvITs 0%-20%. The KIM adds that equity derivatives may run to 100% of the equity portfolio and debt derivatives to 100% of the debt portfolio, but "Naked Derivatives (shorts) for non hedging purpose shall be upto 25% of the net assets of the Investment Strategy". Cumulative gross exposure must not exceed 100% of net assets. (Source: Prism SIF KIM dated 15 May 2026.)

The approach leans on BlackRock's systematic infrastructure. The KIM describes a systematic investment approach that "integrates the expertise of the Fund Managers with advanced signal research scores provided by entities of BlackRock group", derived using big data including traditional and alternative data and leveraging machine learning and advanced data analytics, with portfolio construction "powered by BlackRock's technology platform - Aladdin, which has been licensed to JioBlackRock AMC". A collar strategy is described as systematically generating income using long underlying stock or futures, call writing, and downside protection via put options. The KIM lists 29 indicative derivative strategies including covered call, protective put, collar, merger arbitrage, equity arbitrage and market neutral. (Source: Prism SIF KIM dated 15 May 2026.)

Interval mechanics: daily in, twice-weekly out. Investors can subscribe on a daily basis at applicable NAV. For redemptions including switch-outs, valid applications received after Wednesday 3.00 pm until Monday 3.00 pm are processed at Monday NAV, and those received after Monday 3.00 pm until Wednesday 3.00 pm at Wednesday NAV; if Monday or Wednesday is a non-business day, the next business day's NAV applies. Redemption proceeds are transferred within 3 business days of the redemption request, with the AMC liable for 15% per annum interest on delays beyond that. (Source: Prism SIF KIM dated 15 May 2026.)

Minimum-investment mechanics are tiered against the PAN-level threshold. If an investor already meets the Rs. 10 lakh PAN-level Minimum Investment Threshold across all Prism SIF strategies, the minimum lump-sum application, minimum switch-in and minimum SIP are each Rs. 10,000 and any amount thereafter, with additional purchases also Rs. 10,000 and any amount thereafter, and no minimum redemption criterion. If the investor does not yet meet the threshold, the minimum lump-sum application is an amount sufficient to meet the threshold or Rs. 10,000, whichever is higher. (Source: Prism SIF KIM dated 15 May 2026.)

Fund mechanics

Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index; shown on the KIM cover as "Nifty 50 Hybrid Composite Debt 50:50 Index (TRI)"
Asset allocation
Equity and equity-related instruments 35%-75% of total assets; debt and money market instruments 25%-65%; short exposure through unhedged derivative positions in equity and debt instruments 0%-25%; units of InvITs 0%-20%
Unhedged short cap
0%-25% of total assets via unhedged derivative positions in equity and debt instruments. The KIM states "Naked Derivatives (shorts) for non hedging purpose shall be upto 25% of the net assets of the Investment Strategy", and elsewhere that the strategy "shall also have maximum 25% unhedged short exposure in permissible exchange traded derivative instruments"
Exit load
Nil. The KIM's load table shows Exit load chargeable as a percentage of NAV: Nil, noting that under Reg 44(4) of the SEBI (Mutual Funds) Regulations 2026 exit load cannot exceed 3% of NAV
Minimum investment
Rs. 10 lakh aggregate PAN-level Minimum Investment Threshold across all Prism SIF strategies. For investors already meeting it: minimum lump-sum application Rs. 10,000 and any amount thereafter; minimum switch-in Rs. 10,000; minimum SIP Rs. 10,000 in multiples of Re. 1; additional purchase Rs. 10,000 and any amount thereafter; no minimum redemption criterion. For investors not meeting it: an amount sufficient to meet the threshold or Rs. 10,000, whichever is higher
Subscription/redemption
Interval structure. Subscription: daily, at applicable NAV. Redemption: twice weekly, processed at Monday NAV or Wednesday NAV per the cut-offs above (next business day if Monday/Wednesday is a non-business day). No notice period is stated in the KIM
Plans & options
Two plans: Regular Plan and Direct Plan, sharing a common portfolio. Each plan offers only the Growth Option, which is the default option. The KIM states the strategy "is currently not offering IDCW option", though it may be introduced later, and that the AMC may introduce further plans and options subject to regulations
Date of allotment
17 July 2026, per NSE circular NSE/NMFTM/74887 dated 25 June 2026, which lists 17.07.2026 as the allotment date for both Prism ISINs (INF22M030027 Direct Growth, INF22M030019 Regular Growth). The KIM states the strategy re-opens within five business days of the allotment date. Note: aggregator INDmoney reports an inception date of 20 July 2026
Risk band
Risk Band Level 2 for the investment strategy and Risk Band Level 2 for the benchmark, as specified by AMFI

Sources: Jio BlackRock MF (Prism SIF) — Key Information Memorandum, Prism Hybrid Long-Short Fund, dated 15 May 2026 · Jio BlackRock MF — Prism SIF website · NSE — Circular NSE/NMFTM/74887, launch of Prism Hybrid-Long Short Fund NFO (allotment date, ISINs). 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 Jio BlackRock 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 Hybrid Long-Short SIF we track

All Hybrid 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
Loading live data…

“—” 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 a Hybrid Long-Short SIF actually does

Invests across equity and debt within SEBI-defined bands, using derivatives both to hedge and to take short positions. Unhedged short exposure is capped at 25% of net assets. The most common SIF flavour, usually positioned as a balanced-advantage alternative.

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.

AR
Arun R.
Fund Manager, as named in the KIM (no per-manager sleeve split is disclosed). Some aggregators render the name as Arun Ramachandran.
TK
Tanvi Kacheria
Fund Manager, as named in the KIM (no per-manager sleeve split is disclosed)
SD
Siddharth Deb
Fund Manager, as named in the KIM (no per-manager sleeve split is disclosed)
VK
Virendra Kumar
Fund Manager, as named in the KIM (no per-manager sleeve split is disclosed). Note: aggregator INDmoney lists Vikrant Mehta as the fourth manager instead; the KIM dated 15 May 2026 is the primary source and names Virendra Kumar.
Trustner relationship manager
Talk to us 1:1 about how Prism Hybrid Long-Short Fund works, its terms and the paperwork. 20 minutes. No fee.
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