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Summit Equity Long-Short Fund(G)-Direct Plan

EquityDirect GrowthHigh Risk

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Buy, Hold or Sell?

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NAV : 18 Sep 2026

₹10.46

Min. SIP amount

₹1,000

Fund size (AUM)

290 Cr

Expense ratio

0.0%

Launched on

22 Jul 2026

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
0
Would've become
0

Stock Allocation

Stock nameSectorAllocation
Triparty RepoCash & Cash Equivalents And Net Assets18.49%
Icici Bank LimitedBank6.01%
Eternal LimitedRetailing3.32%

Fund Composition

290 Cr

Large Cap

34.70%

Mid Cap

19.27%

Small Cap

24.15%

Others

21.88%

Sector Allocation

290 Cr

Bank

11.78%

Cash & Cash Equivalents And Net Assets

11.37%

Domestic Equities

10.81%

Finance

10.20%

Automobile & Ancillaries

6.11%

Capital Goods

5.84%

Realty

5.44%

It

5.36%

Others

33.09%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Equity)

Exit load, stamp duty and tax

Exit load

0.50% on or before 3M, NIL after 3M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

HJ

Hiten Jain

Present

Similar/Peer Fund Comparison

Fund name
M

Magnum Equity Ex-Top 100 Long-Short Fund(G)-Direct Plan

+0.00%
A

Arudha Equity Long-Short Fund(G)-Direct Plan

+0.00%
i

iSIF Active Asset Allocator Long-Short Fund(G)-Direct Plan

+0.00%
A

Arthaya Equity Long Short Fund(G)-Direct Plan

+0.00%
i

iSIF Hybrid Long-Short Fund(G)-Direct Plan

+0.00%
i

iSIF Equity Ex-Top 100 Long-Short Fund(G)-Direct Plan

+0.00%
A

Apex Hybrid Long-Short Fund(G)-Direct Plan

+0.00%
Q

Qsif Active Asset Allocator Long-Short Fund(G)-Direct Plan

+0.00%

FAQs

Summit Equity Long-Short Fund(G)-Direct Plan is a part of Invesco Asset Management Company Pvt Ltd. - SIF, it was incepted on 22 Jul 2026. This fund is managed by Hiten Jain. It is a Equity type of fund.

The current NAV of Summit Equity Long-Short Fund(G)-Direct Plan is ₹10.46 (as of 18 Sep 2026).

Summit Equity Long-Short Fund(G)-Direct Plan has delivered 0.00% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

The minimum SIP amount for Summit Equity Long-Short Fund(G)-Direct Plan is ₹1000.

The expense ratio of Summit Equity Long-Short Fund(G)-Direct Plan is 0.0%.

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