HomeFund UniverseqSIF Hybrid Long-Short

qSIF Hybrid Long-Short

Allotted 15 Oct 202511 mo old
By Quant · Launched Oct 2025

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
Minimum investment
₹10 lakh
₹1 lakh for accredited investors
SEBI norm for Specialized Investment Funds
NAV
₹12.8504
Official AMFI · Regular · 18 Sep 2026
1M Return
▲ 17.53%
Absolute · Regular
3M Return
▲ 23.18%
Absolute · Regular
6M Return
▲ 30.25%
From 18 Mar 2026 to 18 Sep 2026
Since inception
▲ 28.50%
Since allotment, vs face value
AUM
₹214 Cr
Value Research · 21 Sep 2026
Expense Ratio
1.85%
AMFI · Regular plan · 14 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 31 Jul 2026, ranked by exposure. The ten largest are shaded. Portfolios are disclosed periodically, so these are the most recent published positions — not live weights.

30
Disclosed portfolio lines
83.53%
Top-10 concentration
34.44%
EQUITY & EQUITY RELATED / (a) Listed / awaiting listing on Stock Exchanges
as printed by the AMC
4.92%
EQUITY & EQUITY RELATED / (c) REIT
as printed by the AMC
39.36%
Equity & Equity Related
as printed by the AMC
-14.03%
DERIVATIVES / (a) Index / Stock Futures
as printed by the AMC
-14.03%
Derivatives
as printed by the AMC
4.61%
DEBT INSTRUMENTS / (a) Listed / awaited listed on Stock Exchanges
as printed by the AMC
4.61%
Debt Instruments
as printed by the AMC
4.65%
MONEY MARKET INSTRUMENTS / a) Commercial Paper
as printed by the AMC
11.30%
MONEY MARKET INSTRUMENTS / b) CD-Certificate of Deposits
as printed by the AMC
4.55%
MONEY MARKET INSTRUMENTS / c) Treasury Bills
as printed by the AMC
20.50%
Money Market Instruments
as printed by the AMC
10.26%
OTHERS / (b) Units of Infrastructure Investment Trust
as printed by the AMC
26.98%
OTHERS / (c) Tri Party Repo (TREPs)
as printed by the AMC
-1.71%
OTHERS / (d) Other Receivables (Payables)
as printed by the AMC
35.53%
Others
as printed by the AMC
#SecuritySector / bucketSideExposure
01
TREPS 03-Aug-2026 DEPO 10
INCBLO030826
LONG26.98%
02
Adani Energy Solutions Limited 25/08/2026
ADANIENSOL250826
PowerSHORT-8.59%
03
Adani Energy Solutions Limited
INE931S01010
PowerLONG8.58%
04
SIDBI CD 27-Oct-2026
INE556F16BN1
LONG6.91%
05
JSW Infrastructure Limited
INE880J01026
Transport InfrastructureLONG6.51%
06
Caliber Mining and Logistics Limited
INE11XY01018
Consumable FuelsLONG6.14%
07
India Grid Trust (INVIT)
INE219X23014
PowerLONG5.64%
08
Bagmane Prime Office REIT
INE2OVN25015
RealtyLONG4.92%
09
Muthoot Finance Ltd CP 08-Sep-2026
INE414G14UT3
LONG4.65%
10
6.28% GOI 14-July-2032
IN0020250059
LONG4.61%
11
Canara Bank CD 29-Jun-2027
INE476A16K22
LONG4.40%
12
PTC India Limited
INE877F01012
PowerLONG3.50%
13
Biocon Ltd 25/08/2026
BIOCON250826
Pharmaceuticals & BiotechnologySHORT-2.70%
14
UPL Limited 25/08/2026
UPL250826
Fertilizers & AgrochemicalsLONG2.50%
15
Tata Chemicals Ltd
INE092A01019
Chemicals & PetrochemicalsLONG2.37%
16
364 Days Treasury Bill 12-Nov-2026
IN002025Z336
LONG2.30%
17
364 Days Treasury Bill 06-May-2027
IN002026Z052
LONG2.24%
18
Citius TransNet Investment Trust (INVIT)
INE2Q7823014
Transport InfrastructureLONG2.05%
19
Eicher Motors Ltd 25/08/2026
EICHERMOT250826
AutomobilesSHORT-1.99%
20
Raajmarg Infra Investment Trust (InvIT)
INE2PB023011
Transport InfrastructureLONG1.91%
21
NCA-NET CURRENT ASSETS
SHORT-1.71%
22
Gabriel India Limited
INE524A01029
Auto ComponentsLONG1.65%
23
Cipla Limited 25/08/2026
CIPLA250826
Pharmaceuticals & BiotechnologySHORT-1.64%
24
Bajaj Finance Limited 25/08/2026
BAJFINANCE250826
FinanceSHORT-1.61%
25
Sonata Software Limited
INE269A01021
IT - SoftwareLONG1.55%
26
Indegene Limited
INE065X01017
Healthcare ServicesLONG1.44%
27
Welspun Enterprises Limited
INE625G01013
ConstructionLONG1.07%
28
Poly Medicure Limited
INE205C01021
Healthcare Equipment & SuppliesLONG1.03%
29
Cube Highways Trust INVIT
INE0NR623014
Transport InfrastructureLONG0.66%
30
BLUE JET HEALTHCARE LTD
INE0KBH01020
Pharmaceuticals & BiotechnologyLONG0.61%

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.

Power
12.08%
Transport Infrastructure
6.51%
Consumable Fuels
6.14%
Chemicals & Petrochemicals
2.37%
Auto Components
1.65%
IT - Software
1.55%

The disclosure has no Long/Short column in the holdings table; side is DERIVED from the sign of '% to NAV' (negative = SHORT, positive = LONG) on each printed line. Short futures are confirmed independently by the sheet's 'Hedging Positions through Futures' table, which prints an explicit Long/Short flag per underlying. Note: negative lines under OTHERS / '(d) Other Receivables (Payables)' are accounting balances, not short positions, but are labelled SHORT by the same sign rule. disclosedSleeveLabels keys use the AMC's printed headers; sub-section rows are keyed '<MAJOR SECTION> / <printed sub-header>' to disambiguate repeated (a)/(b)/(c) letters. Percentages are reproduced at the file's own precision. Grand Total as printed: 100.0% of NAV / Rs. 21370.62 Lakhs. Verified: every row's '% to NAV' sums exactly to the printed Sub Total of its section. Stated exposure lines, quoted from the file: Total %age of existing assets hedged through futures 16.53; Total Exposure due to futures (non hedging positions) as a %age of net assets 2.5; Total %age of existing assets hedged through put options NIL; Total Exposure through options as a %age of net assets NIL; Total outstanding exposure in derivatives instruments as on 31-Jul-2026 is -14.03%.

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

The strategy holds a minimum of 25% each in equity and in debt, with the balance moving between the two, and may run unhedged short exposure of up to 25% through equity and debt derivatives.

A genuinely two-sided allocation. Under normal circumstances the ISID sets 25-75% of total assets in equity and equity-related instruments, 25-75% in debt and money market instruments, and 0-20% in REITs and InvITs. Neither sleeve can fall below a quarter of the portfolio. Source: ISID Part II.A, https://www.qsif.com/Admin/SIDPdf/ISID-qsif_Hybrid_Long-Short_Fund.pdf

Shorting can be applied to both asset classes. The ISID describes the strategy as an interval investment strategy investing in equity and debt securities including limited short exposure in equity and debt through derivatives. The indicative exposure table permits derivatives for non-hedging purposes of up to 50% long and unhedged short exposure of up to 25%, with cumulative gross exposure capped at 100% of net assets. Source: ISID Section I Part I item III and Part II.A.

It is an interval strategy, so redemption is not daily. Subscription is accepted daily on Business Days, but redemption is only every Tuesday and Wednesday of the week (moving to the next business day if either is a non-business day). Investors holding units in demat form may transact between redemption windows on the NSE or other exchanges where the strategy is listed, bearing the brokerage themselves. Source: ISID Section I Part I items VI, VIII and IX.

Overseas investment is switched off for now. The ISID states that the strategy shall not invest in overseas securities until the AMC appoints a dedicated fund manager to invest in overseas securities, in line with the applicable SEBI Master Circular clause. Source: ISID Part II.E.

Entry threshold is the SEBI SIF floor. Minimum investment is Rs 10,00,000 during the NFO and on a continuous basis, in multiples of Re 1, with Rs 1,00,000 for accredited investors. The ISID notes the minimum does not apply to existing qsif investors, who may instead use the Rs 10,000 minimum additional purchase, because the SEBI SIF requirement is an aggregate Rs 10 lakh at PAN level across all strategies of the SIF. Source: ISID Section I Part I items XIV-XV.

Fund mechanics

Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Asset allocation
Of total assets, under normal circumstances: equity and equity-related instruments 25% min / 75% max; debt and money market instruments 25% / 75%; REITs and InvITs 0% / 20%
Unhedged short cap
Derivatives for non-hedging and other than portfolio-rebalancing purposes: long up to 50%; unhedged short exposure up to 25%. The investment-approach section states unhedged derivative short positions in equity and debt 0-25% and hedged positions in equity and debt 0-100%. Cumulative gross exposure capped at 100% of net assets
Exit load
1% if redeemed or switched out on or before completion of 15 days from the date of allotment of units; no exit load after 15 days. Entry load nil
Minimum investment
Initial: Rs 10,00,000 during the NFO and on a continuous basis, in multiples of Re 1 (Rs 1,00,000 for accredited investors). Additional purchase: Rs 10,000 and in multiples of Re 1. Minimum redemption/switch-out: Rs 1,000
Subscription/redemption
Interval investment strategy. Subscription frequency: Daily (only Business Days). Redemption frequency: every Tuesday and Wednesday of the week, moving to the next business day where Tuesday or Wednesday is a non-business day. Redemption proceeds are endeavoured to be dispatched within three Business Days. Demat holders may trade between windows on the NSE or other listing exchanges
Plans & options
Regular Plan and Direct Plan, both sharing a common portfolio. Options under each plan: Growth, and Income Distribution cum Capital Withdrawal (IDCW) with Payout and Reinvestment facilities. Default between Growth and IDCW is Growth; within IDCW the default is Reinvestment
Date of allotment
15 October 2025
Risk band
Risk Band Level 5 for the investment strategy and Risk Band Level 5 for the benchmark. The ISID states the Risk Band has been as specified by AMFI, and that product labelling assigned during the NFO is based on internal assessment and may vary post-NFO

Sources: Quant/qsif — ISID (Investment Strategy Information Document) · Quant/qsif — Factsheet, July 2026 (strategy page 18) · Quant/qsif — scheme page · Quant/qsif — downloads / KIM 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 Quant 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.

ST
Sandeep Tandon
Named in ISID Part II.E 'Who manages the investment strategy' and listed as a Fund Manager on the strategy page of the qsif Factsheet, July 2026. The ISID describes him as Founder and Chief Investment Officer of the quant Group.
AP
Ankit Pande
Named in ISID Part II.E and listed as a Fund Manager in the qsif Factsheet, July 2026.
SK
Sameer Kate
Named in ISID Part II.E and listed as a Fund Manager in the qsif Factsheet, July 2026. The ISID states he holds the role of Chief Dealer at quant.
SS
Sanjeev Sharma
Named in ISID Part II.E and listed as a Fund Manager in the qsif Factsheet, July 2026.
JS
Jignesh Shah
Listed as a Fund Manager on the strategy page of the qsif Factsheet, July 2026. He is not named in the launch ISID for this strategy.
LG
Lokesh Garg
Named in ISID Part II.E for this strategy at launch, but is not among the fund managers listed in the qsif Factsheet, July 2026.
Trustner relationship manager
Talk to us 1:1 about how qSIF Hybrid Long-Short works, its terms and the paperwork. 20 minutes. No fee.
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