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Quant SIF Fund Gains Over 30% Since Inception: Exploring the Strategy
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CNBC TV18•12-10-2026, 11:41
Quant SIF Fund Gains Over 30% Since Inception: Exploring the Strategy
- •Quant Mutual Fund's qSIF Hybrid Long-Short Fund has delivered a return of over 30.59 percent since its inception, significantly outperforming its benchmark index.
- •The fund utilizes a flexible hybrid strategy that combines equity arbitrage, fixed-income investments, and derivative-based long-short positions.
- •Portfolio data from August 2026 shows an equity exposure of about 52 percent, debt at 25 percent, InvITs at 6 percent, and a portfolio beta of 0.17.
- •While short positions can hedge against falling prices, they also carry the risk of losses if market prices move against the fund's positions.
- •The specialized investment fund requires a minimum investment of ₹10 lakh and entails various risks including credit, interest-rate, and derivative complexities.
Key Questions Answered
The fund uses the Nifty 50 Hybrid Composite Debt 50:50 Index as its benchmark and has a stated minimum investment requirement of ₹10 lakh.
India’s specialised investment fund (SIF) framework was introduced in 2025, making the category relatively new and in its early stages.
The fund combines equity arbitrage, fixed-income investments in debt and money-market instruments, and long-short equity positions using derivatives.
