iSIF Active Asset Allocator L-S Reg Gr
What This Strategy Does
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers dynamic asset allocation across equity, debt, and cash to navigate market cycles. This flexible approach allows rotating capital toward the best risk-reward opportunities—whether capturing growth in equities or seeking stability in fixed income. The impact is smoother returns with lower drawdowns across varying market conditions.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Masoomi Jhurmarvala
Ms. Masoomi Jhurmarvala has experience of 2 years. Manages 34 funds at iSIF by ICICI Prudential Mutual Fund with an AUM of approximately ₹1,20,781 Cr
48 years
Combined Team Experience
₹ 1,20,781 Cr
Assets Under Management
CW Expert Take
iSIF Active Asset Allocator L-S Reg Gr combines flexible asset allocation with disciplined risk management. Their investment philosophy centers on dynamically adjusting equity-debt mix based on market conditions while maintaining core quality parameters. The fund house leverages quantitative models alongside fundamental research, creating diversified strategies that can navigate volatility. Their expertise spans asset classes, from equity selection focused on sustainable growth to active duration management in debt.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)