80-100%
Sector equity book
Core allocation sits in equity and equity-related instruments from up to four selected sectors.
SIFPrime
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A source-backed category desk for investors evaluating Sector Rotation Long-Short SIFs. Today the category has one tracked live fund, so this page explains the mandate deeply: sector universe, four-sector allocation, short sleeve mechanics, TER, liquidity, benchmark and execution links.
1
Funds reviewed
qSIF Sector Rotation Long-Short is the only tracked fund in this category today.
12
Sector universe
The fund can concentrate the core equity book into 4 selected sectors.
1.15%
TER
Direct plan TER; Regular plan TER is 2.00% in the SIFPrime registry.
80-100%
Core allocation sits in equity and equity-related instruments from up to four selected sectors.
12 sectors
The fund chooses four sectors from the SID-defined universe rather than investing across the whole market.
Up to 25%
Unhedged short exposure is allowed through derivatives and applies at the sector level.
NIFTY 500 TRI
Broad-market TRI benchmark is used even though the portfolio can be highly sector concentrated.
Four-sector concentration
The mandate requires at least 80% of net assets in equity and equity-related instruments from up to four sectors selected from a 12-sector universe.
Sector-level short discipline
The SID says short exposure applies at the sector level. If a sector is shorted, all stocks from that sector held in the portfolio must be held as short positions.
Long-short tools, not market immunity
The strategy can run long-only, hedged long-only, long-short, or fully hedged long portfolios with up to 25% naked short exposure through derivatives.
Category is still early
qSIF Sector Rotation Long-Short is currently the only tracked Sector Rotation SIF in the SIFPrime universe, so peer comparison is limited.
Investor wants a focused sector call
qSIF Sector Rotation Long-Short
It is built for investors who are comfortable with a concentrated four-sector equity book rather than broad diversified equity exposure.
Investor wants active downside expression
Study the short sleeve first
The category permits up to 25% unhedged short exposure, but that exposure is sector-level and can create meaningful dispersion from NIFTY 500 TRI.
Investor wants low lock-in friction
Review the 15-day exit load
The reviewed SID states 1% exit load on or before 15 days from allotment and nil after 15 days, with daily business-day subscription and redemption.
Investor wants mature peer history
Wait for more launches
Because there is only one tracked fund, this is not yet a peer-rich category like Hybrid Long Short or Equity Long Short.