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Summit Equity Long-Short Fund Idcw (Payout / Reinvestment)

SIF
Balanced Growth
Investor Profile
1–5 YearsInvestment Horizon
HNI,MATarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Performance and Risk Analysis

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

Fund Performance

Fund Performance

16.8% AnnuallyAlpha
+19.7% vs +2.9% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Summit Equity Long-Short Fund Idcw (Payout / Reinvestment)
Benchmark Index
Fund Performance

Benchmark Performance Comparison

Summit Equity Long-Short Reg IDCW-R
NIFTY 50
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.

Operational & Regulatory Details

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

iconRegulatory & Tax Information

INF205K30030
verified
ISIN
Nifty 50Benchmark

STCG | <null Months null%

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

Tax Implications (India)
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