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About DynaSIF
Equity Long-Short Fund

An open ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments.
Equities -Aims to generate alpha in long term through long and short positions
Short Derivatives Exposure – with aim to enhance returns and manage risk
Debt - cash management
No market cap, sector or style bias

For more details, investors are requested to refer Investment Approach mentioned in ISID

Volatile

How does strategy operate in different market cycles?*


simplicity

Bull Markets

Long alpha: Stock selection using qualitative & quantitative signals

Long Derivative Positions to enhance returns

simplicity

Volatile / Flat Markets

Derivative yields: Offsetting positions in Covered calls and other derivative strategies

simplicity

Bear Markets

Short alpha: Shorting falling businesses

Hedging during weak markets/macros to steady the portfolio movement

At the intersection of Mutual Funds and Alternatives

Volatile

Who should invest?


Returns

Investors with higher risk appetite, looking for more than long-only equity funds

Volatile

Investors seeking agile, differentiated equity strategies

Diversification

Investors who value professional oversight guided by transparency and clear structure

Product Collaterals

SID SID
KIM KIM
Product Leaflet Product Leaflet
Product Presentation Product Presentation

To invest, contact your Distributor or Financial Advisor now.

Investors are requested to note that there is no assurance that the investment objective of the scheme will be achieved. Kindly refer Asset Allocation & Investment Strategy mentioned in ISID before investing.

Frequently asked questions


What is the investment objective of the fund?

The objective is to generate long term capital appreciation using structural, cyclical, and tactical investing opportunities in equities with optionality of hedging and shorting. There is no assurance that the investment objective of the Investment strategy will be achieved.

Who is the Fund Manager?

The Fund Manager is Mr. Harsh Agarwal, with nearly 20 years of long–short investing experience, including leadership roles in multi-asset AIFs at Tata AMC. He holds an MBA from Symbiosis Pune and certifications CPM, CTM, and NISM XIX-C.

What is the benchmark index?

BSE 500 TRI.

What is the minimum application amount?

₹10,00,000 during the NFO and on an ongoing basis, in multiples of ₹1 thereafter. For Accredited Investors, the minimum is ₹1,00,000. Aggregate investment across DynaSIF strategies must be at least ₹10,00,000.

What is the exit load?

0.5% if redeemed within 3 months of allotment; Nil thereafter.

What is the subscription/redemption frequency?

Daily (only on business days).

What is the taxation applicable?

The fund follows equity taxation. Investors should consult their tax advisor or ISID.

Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility.
Please read all investment strategy related documents carefully before making the investment decision.

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