MSMSIFDirect · Growth

MSIF Equity Long-Short Fund - Growth - Direct Plan

equityEquity - Long-Short FundBenchmark: NIFTY 500 - TRI
NAV · 06 Nov 2026₹10.32+0.56%
AUM—
Expense Ratio—
CAGR—
Min SIP₹5,000from this fund's primary plan
Launched2026

Investment Objective

The investment objective of the Investment Strategy is to generate long term capital appreciation by investing predominantly in listed equity and equity related instruments while selectively employing tactical short positions through derivatives to provide risk-adjusted returns across market Cycles.However, there is no assurance that the investment objective of the Investment Strategy will be achieved.

Fund Mandate

Debt & Money Market Instruments 0%–20%
Equity and Equity Related Instruments80%–100%
Units issued by InvITs0%–10%
Stock Holdings

Portfolio holdings not disclosed for this fund yet.

Compare With

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Fund Managers
AS
Aalap Shah
Fund Manager
Key Information
—
₹5,000from this fund's primary plan
₹10,00,000
0.50% on or before 3M, NIL after 3M
Nil
Inception22 Oct 2026
AMCMSIF
Trailing Returns
PeriodReturns
1 Day+0.56%
1 Week+2.27%
+2.65%
Return calculator

This fund doesn't have enough return history yet to project an investment.

Risk Metrics

Risk metrics are not available for this fund.

Fees
—
0.50% on or before 3M, NIL after 3M
Nil
₹5,000from this fund's primary plan
₹10,00,000
Capital Gains Tax, general rules

This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):

Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.

Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.

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.

Latest News

No recent news found for MSIF Equity Long-Short Fund - Growth - Direct Plan.

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