ST
Sandeep Tandon
Mandate teamSector Rotation strategy
Quant Mutual Fund
SIFPrime
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FundsqSIF Sector Rotation
Quant Mutual Fund
qSIF Sector Rotation Long-Short Fund
Sector RotationNet long Concentrated 4-of-12 sectors
01 SIFPrime research brief
A sector-rotation SIF focused on relative strength and controlled market exposure.
qSIF Sector Rotation is built to rotate capital toward stronger sectors while using a long-short framework to manage broad market exposure. Outcomes depend on the quality and timing of sector signals, hedge construction and concentration control. Compare performance with the disclosed sector book and benchmark before drawing conclusions from a short NAV history.
Current NAV
₹10.2177
NAV date pending
Core idea
Sector rotation
Sector rotation
Team depth
5 managers
Research team mapped
Risk label
Very High
Read with the risk framework
02 Daily NAV performance
Daily NAV movement and returns
Every published daily point is plotted; choose a period to inspect the path.
Since inception
+2.08%
0 NAV points
NAV history will appear after regular publications.
NFO and newly listed SIFs may have limited history.
Monthly returns
Compact month-by-month performance (%)
03 Portfolio intelligence
Holdings by portfolio sleeve
Equity, derivatives, debt and supplemental hedge disclosures stay separate so the source can be read without mixing measurement bases.
Latest verified AMC disclosure: 31 Jul 2026.Usually reported every 2 monthsPortfolio lines24Top 10 concentration80.83%
Portfolio sleeves
Listed equity
longequity share9 disclosed lines
All rows stay inside this fixed view. Scroll to inspect long and short positions without changing the page layout.
This view is normalized from the official AMC workbook. Derivative market value, notional exposure and regulatory gross exposure can use different measurement bases, so the source statement remains controlling.
03 Portfolio construction
Asset allocation bands
Scheme-filed allocation limits show where the strategy can invest. Actual weights vary with the portfolio disclosure date and fund-manager view.
Equity exposure
Min
--
Max
Concentrated 4-of-12 sectors
Long-short exposure governed by scheme mandate
Unhedged shorts
Min
--
Max
0-25%
SEBI SIF short-exposure cap
Debt and cash
Min
--
Max
Liquidity sleeve
Supports settlement and redemption needs
Derivatives
Min
--
Max
Within SEBI limits
Used for hedging, rebalancing and tactical positioning
Benchmark: Nifty 500 TRI
04 Fund managers
5 fund managers across the mandate
The manager setup should be reviewed for sector rotation process, timing discipline and risk controls around relative-strength calls.
LG
Lokesh Garg
Mandate teamSector Rotation strategy
Quant Mutual Fund
AP
Ankit Pande
Mandate teamSector Rotation strategy
Quant Mutual Fund
SK
Sameer Kate
Mandate teamSector Rotation strategy
Quant Mutual Fund
SS
Sanjeev Sharma
Mandate teamSector Rotation strategy
Quant Mutual Fund
Team lens
Review how equity, debt, arbitrage and hedging decisions are coordinated across the full mandate, not as isolated manager sleeves.
05 Risk framework
Where the strategy can break
Read each risk as an operating condition to monitor. Hedging can change the shape of drawdowns, but it does not remove market, liquidity or execution risk.
01
Market risk
SIF NAVs can fall with equity, debt, liquidity and sentiment shocks. Hedging can reduce drawdowns but cannot remove market risk.
02
Derivative and short risk
Futures and options can amplify gains and losses. Unhedged short exposure is capped by the SEBI SIF framework but still needs active risk control.
03
Liquidity and redemption risk
Many SIFs are interval strategies. Redemption windows, settlement time and underlying portfolio liquidity matter before allocating capital.
04
Allocation model risk
Active asset allocation depends on regime detection. Wrong timing can reduce participation or increase drawdowns.
Potential fit
sector concentration
quantitative approach
category-defining product
Investors comfortable with scheme-defined liquidity
Mismatch signals
Capital preservation or guaranteed return expectations
A need for daily redemption flexibility
A short holding period sensitive to exit load and NAV seasoning
An assumption that derivatives always reduce downside
Monitoring checklist
What should change your view
Daily NAV behavior through stressed markets
Portfolio sleeves versus the filed mandate
TER drift across Regular and Direct plans
Liquidity and hedge behavior across disclosures
06 Due diligence desk
Documents and operating terms
Read the governing documents alongside the costs, liquidity and settlement terms that affect the actual investor experience.
What to read
Official disclosure checklist
01
Scheme Information Document
Mandate, portfolio bands, risk factors, benchmark and operating terms.
02
Key Information Memorandum
Quick-reference investor disclosure and application information.
03
Statement of Additional Information
AMC, trustee, taxation, legal and investor-rights disclosures.
04
Monthly factsheet and portfolio disclosure
NAV, TER, allocation and portfolio updates when regular publications are available.
Investor terms
Cost and access snapshot
Allotment / inception
18 May 2026
TER regular
2.00%
Exit load
1% if redeemed within 15 days; Nil after
Redemption frequency
Weekly
Settlement
T+3
Plans / options
Direct and Regular, Growth option
Treat the SID and latest factsheet as controlling sources whenever a website summary and official disclosure differ.
In context
Comparable Sector Rotation SIFs in India
Compare this fund with nearby SIFs in the same category or mandate family before deciding allocation size.
FundFund houseMandateStatus
SIFPrime view
How we are thinking about qSIF Sector Rotation
- 01
qSIF Sector Rotation should be reviewed through its mandate, fund house, portfolio bands, liquidity terms, TER and risk label before any order is placed.
- 02
Rotates between sectors using a long-short mandate, looking for relative strength while controlling market risk.
- 03
Very High risk and Weekly liquidity mean the investment should be matched to holding period, drawdown comfort and redemption needs.
Disclaimer. The information above is based on publicly available scheme documents, SIFPrime research notes and NAV data where available for qSIF Sector Rotation Long-Short Fund. SIFPrime is an AMFI-registered mutual fund distributor and does not provide investment advice. SIFs are subject to market risk; please read the SID/SAI carefully before investing.
Risk label: Very High. Investments in SIFs involve relatively higher risk including possible loss of capital, liquidity risk and market volatility.
Next research
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Investor questions
Frequently asked questions
What is qSIF Sector Rotation Long-Short?+-
qSIF Sector Rotation Long-Short is an equity Specialized Investment Fund that concentrates 80–100% of assets in a small number of high-conviction sectors (typically up to 4 of 12 candidate sectors), with limited derivative-based short exposure to capitalise on sector-specific downturns, managed by Quant Mutual Fund. It is a SEBI-regulated Specialized Investment Fund (SIF) — a category introduced in April 2025 that sits between traditional mutual funds and PMS. The fund is benchmarked to Nifty 500 TRI.
Is qSIF Sector Rotation a safe investment?+-
High concentration risk — with 80–100% allocated across only ~4 sectors, performance is highly dependent on sector calls being right. The derivative short overlay can mitigate sector-specific drawdowns but does not eliminate selection risk. Suited for investors with high conviction on the manager's sector-rotation framework and a 3+ year horizon. qSIF Sector Rotation is regulated by SEBI under the SIF framework, has the same custodian, audit and disclosure standards as a mutual fund, and the AMC Quant Mutual Fund is responsible for managing the fund within its stated mandate. However, "safe" is relative — past returns and crash-period performance are the better guide. See the live performance and Alpha Shield score for qSIF Sector Rotation above.
How is qSIF Sector Rotation different from a regular mutual fund?+-
Unlike a conventional mutual fund, qSIF Sector Rotation can take unhedged short positions (up to 25% of NAV) using derivatives. This allows the fund manager to express negative views as well as participate in rising markets. The trade-off is a more complex risk profile and a potentially higher Total Expense Ratio. SIFs follow daily NAV publication, mutual-fund-level governance, and the same tax treatment as the underlying asset class.
How are qSIF Sector Rotation returns taxed in India?+-
qSIF Sector Rotation is taxed based on its underlying portfolio composition, exactly like a mutual fund of the same category. Equity-oriented SIFs (>65% equity) qualify for equity taxation: 12.5% LTCG above ₹1.25 lakh after 12 months, 20% STCG before 12 months. Hybrid and debt-oriented SIFs are taxed at the investor's slab rate as per the post-April-2023 debt fund regime. See the SIFPrime tax guide for worked examples.
What is the expense ratio (TER) of qSIF Sector Rotation?+-
qSIF Sector Rotation's TER is published in the latest Scheme Information Document and on the AMC website. Direct plans are always cheaper than Regular plans (typically by 50–100 bps) because they do not include distributor commission. Direct plans are recommended for self-directed investors; Regular plans for investors using an MFD.
How can I invest in qSIF Sector Rotation?+-
Use the invest action on this SIFPrime fund page to create or sign in to your account and place the order from the same page. Research remains public, and the order flow only starts when you are ready to invest.
Where can I compare qSIF Sector Rotation with other SIFs?+-
Use the SIFPrime side-by-side comparison tool at /sif-compare to compare qSIF Sector Rotation against other live Specialized Investment Funds on Alpha Shield v2 where sufficient official history exists, since-inception return, the separate March 2026 stress-period result, TER, strategy and benchmark.