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Infinity Hybrid Long-Short Fund

Infinity Hybrid Long-Short Fund

SIF
Hybrid
1-7 YearsInvestment Horizon
HNI,Mass AffluentTarget Segments

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

Benchmark Performance Comparison

Infinity Hybrid Long-Short Reg IDCW-P
NIFTY 50 + FD Returns
Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results and there is no assurance that the scheme's objective will be achieved. Specialised Investment Funds (SIF) involve a higher degree of risk and a minimum investment of ₹10 Lakhs.

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Fund Manager Track Record

AB

Abhishek Bisen

Lead Portfolio Manager

Mr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Infinity SIF by Kotak Mutual Fund with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.

NS
Nilesh Shah
Co-Portfolio Manager

Nilesh Shah is the Managing Director of Kotak Mahindra Asset Management Company Limited, the asset management company behind Kotak Mahindra Mutual Fund. He has over three decades of experience in financial services, with expertise in investment management, capital markets, equity, fixed-income securities and real estate investments. Before joining Kotak AMC, he held senior leadership positions at Axis Capital, ICICI Prudential Asset Management and Franklin Templeton, where he managed investments for domestic and international investors. He is a Gold Medalist Chartered Accountant and a merit-ranked Cost Accountant, and holds a Bachelor of Commerce degree from the University of Mumbai. He currently serves as a part-time member of the Economic Advisory Council to the Prime Minister and has held leadership positions at the Association of Mutual Funds in India (AMFI), contributing to the development of India's mutual fund industry.

Firm OverviewFirm Overview

AMCKotak Mahindra Asset Management Company Limited
Founded1994
Total AUM₹6,10,000 Cr
AMC Description :

Kotak Mahindra Asset Management Company Limited is the investment manager of Kotak Mahindra Mutual Fund and a wholly owned subsidiary of Kotak Mahindra Bank Limited (sponsor). Kotak Mahindra Trustee Company Limited is the trustee. Kotak has managed mutual funds since 1998 and reports 1.54 crore investor folios. Its product range spans mutual funds, PMS, AIFs, offshore funds and advisory.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Annual Management Fee3.23%

iconRegulatory & Tax Information

INF174K30053
verified
ISIN
DailyDealing Frequency
CRISIL Hybrid 50+50 Moderate TR INRBenchmark

STCG | <null Months null%

LTCG | >null Months null% on gain above 1.25 Lakh

Tax Implications (India)
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