SIMPLY 3 FINSERV PRIVATE LIMITED [CIN: U67190PB2022PTC056099] is an AMFI Registered Mutual Fund Distributors & SIF Distributor (ARN-249158)
Looking beyond traditional long-only investing?
SEBI's Specialized Investment Fund (SIF) framework introduces equity strategies designed for eligible investors seeking greater portfolio flexibility through professionally managed, active investment approaches.
Equity Long-Short Fund
Invests in long and short equity positions.
May take unhedged short exposure up to 25% of the net assets.
Aims to generate returns across different market conditions.
Equity Ex-Top 100 Long-Short Fund
Invests predominantly in companies outside the top 100 by market capitalization.
Can adopt long-short strategies with unhedged short exposure up to 25%, subject to SEBI regulations.
Suitable for investors seeking exposure to the broader market beyond large-cap stocks.
Sector Rotation Long-Short Fund
Dynamically allocates across sectors based on market opportunities.
May take both long and short positions within SEBI's prescribed limits.
Focuses on benefiting from changing sector leadership over market cycles.
Key Features:
- Minimum investment: ₹10 lakh
- Regulator: SEBI
- Investment approach: Active long-short strategies
- Maximum unhedged short exposure: Up to 25% of the portfolio
- Intended for: Investors with a higher risk appetite and understanding of sophisticated investment strategies.
Unlike traditional long-only strategies, Equity-Oriented SIFs provide fund managers with additional flexibility to navigate changing market conditions. However, these strategies involve higher risks and may not be suitable for every investor.
Disclaimer: Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Specialized Investment Funds (SIFs) are regulated by SEBI and are available only to eligible investors meeting the prescribed investment criteria, including a minimum investment of ₹10 lakh. Investment strategies, including long-short positions and derivative usage, are subject to the Scheme Information Document (SID) and applicable SEBI regulations. This communication is for educational purposes only and does not constitute an offer to invest.
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