ISInfinity SIFRegular · IDCW

Infinity Hybrid Long-Short Fund - Regular Plan - IDCW

hybridHybrid - Long-Short FundBenchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index
NAV · 15 Sep 2026₹10.30-0.39%
AUM₹859 Crfrom this fund's primary plan
Expense Ratio3.23%
CAGR
Exit LoadNIL
Min SIP₹10,000from this fund's primary plan
Launched2026

Investment Objective

The investment objective of the strategy is to achieve a blend of capital appreciation and income generation by investing in equity and equity related instruments as well as debt and money marketinstruments, including limited short exposure in equity and debt through derivatives.

Fund Mandate

Investment in Equity and Equity related instruments (including unhedged short exposure mentioned below)35%–75%
Investments in Debt & Money Market Instruments (including unhedged short exposure mentioned below)25%–65%
Investments in InvITs0%–20%
Fund Managers
KJ
Kalpesh Jain
Fund Manager
Key Information
3.23%
₹10,000from this fund's primary plan
₹10,00,000
NIL
Nil
Inception06 Jul 2026
AMCInfinity SIF
Top Holdings

Portfolio holdings not disclosed for this fund yet.

Latest News

No recent news found for Infinity Hybrid Long-Short Fund - Regular Plan - IDCW.

Infinity SIF Latest News

Trailing Returns
PeriodReturnsCategory avg
1 Day-0.39%
1 Week-0.47%-0.98%
1 Month+0.40%-0.71%
+3.01%+3.76%

Category avg is the average return of every scheme in this fund's SEBI class (Hybrid - Long-Short Fund) over the same period. Return basis follows each class's underlying asset type, so it varies within this category: absolute or annualised up to 1 year, CAGR beyond.

Risk Metrics

Risk metrics are not available for this fund.

Fees
3.23%
NIL
Nil
₹10,000from this fund's primary plan
₹10,00,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme