iSIF Active Asset Allocator L-S
What This Strategy Does
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Detailed Risks
Market Risk
Potential recession in India could dampen consumer demand, impacting mid-cap holdings.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Dynamically allocates across asset classes to navigate market cycles. This flexible approach aims to capture upside during bull markets through equity exposure while mitigating downside risk during volatility by shifting to fixed income and cash. The impact is smoother returns with lower drawdowns over full market cycles.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
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
Lead Portfolio Manager
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
CW Expert Take
iSIF Active Asset Allocator L-S Reg Gr combines top-down asset allocation with bottom-up security selection. Their investment philosophy emphasizes dynamic portfolio positioning based on market conditions and risk-reward assessments. The fund house maintains a multi-asset approach, actively rotating between equities, debt, and cash while adhering to disciplined risk frameworks. Their research capabilities span macro analysis, sector trends, and security-level due diligence across asset classes.
48 years
Combined Team Experience
₹ 1,20,781 Cr
Assets Under Management
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
The fund house follows a disciplined investment approach focused on rigorous research.
Risk Management
Risk management is an integral part of the investment decision-making process.
Long-Term Perspective
The fund house adopts a long-term perspective in capital allocation decisions.
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)