ICICI Prudential iSIF Equity Ex-Top 100 Long-Short Fund скачать в хорошем качестве

ICICI Prudential iSIF Equity Ex-Top 100 Long-Short Fund

The iSIF Equity Ex-Top 100 Long-Short Fund, launched by ICICI Prudential Mutual Fund, is a specialised investment vehicle designed to bridge the gap between traditional mutual funds and high-end services like PMS or AIFs. Core Investment Strategy Target Universe: Focuses primarily on companies outside the top 100 listed stocks by market capitalisation (mid- and small-caps). Long-Short Approach: The fund takes "long" positions in fundamentally strong companies while selectively "shorting" overvalued stocks through derivatives to manage volatility. Unhedged Exposure: Features a built-in unhedged short book capped at 25%, allowing it to potentially profit even during market downturns. Key Fund Features Specialised Framework: Operates under SEBI’s new Specialised Investment Funds (SIF) framework, offering higher portfolio flexibility. Minimum Investment: Requires a minimum ticket size of ₹10 Lakh, targeting high-net-worth investors. Benchmark: Tracked against the Nifty 500 TRI. Expert Management: Led by veteran fund managers Sankaran Naren, Manan Tijoriwala, and Divya Jain. Tax Advantage: Enjoys a long-term capital gains (LTCG) tax rate of 12.5% after a 12-month holding period. Who Is It For? This fund is suitable for sophisticated investors with a high risk tolerance and a long-term horizon who want exposure to volatile mid- and small-cap segments with an added layer of risk management.