ST
Sandeep Tandon
Mandate teamSector Rotation strategy
Quant Mutual Fund
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
₹10.2400
2026-10-14
Core idea
Sector rotation
Sector rotation
Team depth
5 managers
Research team mapped
Risk label
Very High
Read with the risk framework
Research uses Direct Growth NAV history. Orders on SIFPrime use Regular Growth; the order ticket identifies the execution plan.
Loading selected-plan performance…
Direct Growth · 2026-10-14 · Source & calculation
AMFI SIF daily NAV · Scheme SIF-116 · Growth option
Observed 2026-05-18 to 2026-10-14 · 104 daily NAVs.
Absolute return = (end NAV ÷ start NAV − 1) × 100. Returns are not annualized. 1M / 3M / 6M use 30 / 91 / 182 days and the last NAV on or before the cutoff. YTD starts at the last prior-year NAV, or inception for a new fund.
Observed-history start NAV ₹10.0096 · latest ₹10.2400.
Max drawdown -3.23%. Peak 2026-09-08 to trough 2026-10-08.
Sharpe assumption: 5.3324% annual risk-free rate, observed 2026-07-17. Risk metrics use 103 daily returns from 2026-05-18 to 2026-10-14.
Snapshot checked 2026-10-14 18:58:19 UTC. The NAV date above is the valuation date; this is not a live price.
1M: 2026-09-11 → 2026-10-14
3M: 2026-07-15 → 2026-10-14
YTD: 2026-05-18 → 2026-10-14
02 Daily NAV performance
Daily NAV movement and returns
Every published daily point is plotted; choose a period to inspect the path.
Since inception
+2.30%
104 NAV points
Start NAV
₹10.0096
Latest NAV
₹10.2400
Monthly returns
Selected-plan absolute returns (%). First month is since inception; latest month is to the displayed NAV date.
Risk-adjusted performance
Observed daily NAV risk metrics
Annualized from Direct Growth NAV returns using 252 trading days. A minimum of 20 daily returns is required.
Volatility
7.75%
Sharpe ratio
0.09
Daily returns
103
Observation period
18 May 2026 – 14 Oct 2026
Sharpe uses an RBI 91-day T-Bill rate of 5.3324% as of 17 Jul 2026. Short track records should be treated as provisional.
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: 30 Sept 2026.Usually reported every 2 monthsPortfolio lines29Top 10 concentration62.46%
Latest portfolio research · construction, positioning and changes
Loading portfolio research…
Portfolio sleeves
Listed equity
longequity share14 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.
Net long exposure
Min
--
Max
Concentrated 4-of-12 sectors
Published scheme reference; confirm the current SID
Equity, debt and derivatives
Min
--
Max
As per scheme document
Read the scheme-specific research and linked SID for each allocation limit
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
Official notices & addendums
Declaration required for US/Canada-based NRI and PIO applications
Published 9 Oct 2026 · Effective 12 Oct 2026
Read the governing documents alongside the costs, liquidity and settlement terms that affect the actual investor experience.
What to read
Official disclosure checklist
01
Investment Strategy Information Document (ISID)
qSIF Sector Rotation Long-Short · 22 April 2026 · PDF. Read with subsequent AMC addenda.
Open Investment Strategy Information Document (ISID) (PDF)02
Key Information Memorandum (KIM)
Consult the AMC's current disclosures and subsequent addenda for this strategy.
Direct download not yet verified. Consult the AMC for the current document.
03
Statement of Additional Information
Consult the AMC's current disclosures and subsequent addenda for this strategy.
Direct download not yet verified. Consult the AMC for the current document.
04
Monthly factsheet and portfolio disclosure
Consult the AMC's current disclosures and subsequent addenda for this strategy.
Direct download not yet verified. Consult the AMC for the current document.
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.
