Infinity Active Asset Allocator Long-Short Fund

Kotak Mutual Fund · Infinity SIF pipeline

Filed / announced · dates awaited
StrategyActive Asset Allocator LS
NFO windowNot published yet
Allotment—
Minimum investment₹10 lakh*

What this strategy does

Draft filed with SEBI on 24 Jun 2026 for an active asset allocator long-short interval strategy under Kotak’s Infinity SIF, investing across equity, debt, derivatives, InvITs and commodity derivatives. Proposed benchmark Nifty 50 TRI (50%) + Nifty Short Duration Debt Index (40%) + Gold (5%) + Silver (5%). Terms in a draft can change before launch. NFO window not yet announced.

As filed

DetailDraft filed 24 Jun 2026
Statuswindow awaited

What it is joining

Live SIFs already in this strategy4
Their expense ratios (Regular plan)Base 1.50% to 1.67%; all-in total 1.77% to 3.18%
Assets already in the strategy₹2,431 Cr

From AMFI’s official SIF NAV feed and TER disclosure (the all-in total adds brokerage, transaction costs and statutory levies); assets from each fund house’s latest portfolio statement. See every live Active Asset Allocator Long-Short SIF →

Offer documents, from the fund house

We link to the fund house’s own files and never re-host them. The offer documents govern; read them before investing.

Before you invest in any NFO

  • Read the ISID and KIM. Everything on this page is summarised from them and from the fund house’s own announcements.
  • Check the benchmark, exit load and redemption days in the offer document. Many SIFs redeem only on set days of the week: see the terms of every live SIF.
  • Check who manages it and what else they run.
  • A fund in NFO has no track record and no NAV history.
  • Trustner distributes Regular plans, which include distributor commission. Direct plans are available from the fund house.

Questions about this NFO

Is the Infinity Active Asset Allocator Long-Short Fund open for investment?

Not yet. Kotak Mutual Fund has filed a draft offer document with SEBI; the NFO dates are set only when the final document is published.

What is the minimum investment?

₹10 lakh, counted at PAN level across all the SIF strategies of one fund house (accredited investors are exempt), as SEBI’s SIF framework sets it.

Does a fund in NFO have a track record?

No. A fund in NFO has no NAV history and no performance, so it cannot be compared with a live fund. Judge it on its offer document: the strategy, the limits on short positions, the fund managers and the costs.

Where can I read the offer documents?

Every document we link is the fund house’s or AMFI’s own copy: SEBI draft filing.

Talk to Trustner’s SIF desk

Questions about this launch, the paperwork or the ₹10 lakh minimum? Our team walks you through the offer document. No fee, no obligation.

Source: SEBI draft offer documents list, 24 Jun 2026. Register updated 30 Oct 2026. *₹10 lakh at PAN level across one fund house’s SIF strategies; accredited investors are exempt.

Information only, not a recommendation to invest in any NFO or fund. Trustner Asset Services Pvt. Ltd. is an AMFI-registered Mutual Fund & SIF Distributor (ARN-286886) and may receive commission from fund houses. SIF investments are subject to market risks; read all scheme-related documents carefully before investing.

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