Quant Mutual Fund to launch QSIF Sector Rotation Long-Short Fund

Quant Mutual Fund will launch QSIF Sector Rotation Long-Short Fund, an open-ended investment strategy investing in equity and equity-related instruments, including limited short exposure in equity through derivative instruments, of a maximum of four sectors.
This SIF is suitable for investors who are seeking to achieve long-term capital appreciation by concentrating investments in equity and equity-related instruments of up to four high-potential sectors, while employing limited short exposure through derivatives to capitalise on sector-specific downturns and enhance risk-adjusted returns.

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The performance will be benchmarked against the NIFTY 500 Total Return Index (TRI) and will be managed by Sandeep Tandon, Lokesh Garg, Ankit Pande, Sameer Kate, and Sanjeev Sharma.

The subscription and redemption frequency is daily. An exit load of 1% will be applicable if redeemed/switched out on or before completion of 15 days from the date of allotment of units. No exit load is payable if units are redeemed/switched out after 15 days from the date of allotment.

The minimum investment amount is Rs 10 lakh and in multiples of Re 1 thereafter. For SIP, STP, and SWP, the minimum amount is Rs 10,000 and in multiples of Re 1 thereafter, with a minimum of six instalments.

QSIF Sector Rotation Long-Short Fund will allocate 80–100% in investment in equity and equity-related instruments of a maximum of four sectors, 0–20% in investments in Debt and Money Market Instruments, and 0–20% in investments in ReITs and InVITs.

The investment approach of this fund is designed to capitalise on cyclical and macroeconomic trends by allocating at least 80% of its net assets to equity and equity-related instruments within a focused portfolio of up to four sectors, selected through rigorous cycles analytics to identify high-growth prospects and opportunistic market conditions.

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The strategy incorporates up to 25% in unhedged short derivative positions, applied uniformly at the sector level, ensuring all stocks within a shorted sector are held as short positions to maintain disciplined risk management.

The portfolio maintains 80–100% in long equity positions, with the option to hold up to 20% in cash or money market instruments for liquidity and tactical adjustments. Additional derivative exposure beyond the 25% cap is permitted exclusively for 100% hedging of the long portfolio and for rebalancing, enabling the fund to dynamically adapt to evolving sector dynamics while mitigating risk and optimising returns.