Quant Mutual Fund's qSIF Hybrid Long-Short Fund has delivered impressive returns since its inception, gaining 30.59% since inception as of October 9, 2026, according to SIF India's performance dashboard. The fund demonstrated strong momentum over recent periods, returning 21.81% over three months and 27.43% over six months, significantly outperforming its benchmark. The fund's Direct Growth plan had a net asset value of ₹13.084 on October 9, 2026. As per CNBC-TV18, the fund's returns were substantially higher than those of the benchmark over the three- and six-month periods, though the comparison does not reveal the amount of risk taken to generate these returns.
The fund employs a hybrid long-short strategy combining equity arbitrage, fixed-income investments, and derivative positions to generate returns beyond conventional long-only equity exposure. According to SIF India's portfolio data as of August 31, 2026, the fund maintained about 52% equity exposure, 25% debt allocation, and 6% InvITs exposure. The fund's average net exposure stood at 43%, with an average unhedged long exposure of 49% and short exposure of 6%. The portfolio beta at month-end was 0.17, indicating lower market correlation. As reported by CNBC-TV18, the strategy has three broad components: arbitrage strategies seeking to benefit from price differences between related securities, debt and money-market investments generating interest income, and derivatives for long and short positions within scheme limits.
The fund's performance significantly outperformed its benchmark, the Nifty 50 Hybrid Composite Debt 50:50 Index, which returned 2.90% over three months and declined 1.37% over six months as of October 9, 2026. The fund's one-month return of 2.33% also exceeded the benchmark's 0.17% return. However, the comparison does not reveal the amount of risk taken to generate these returns or whether the same performance can be sustained in different market conditions. According to CNBC-TV18, the fund's returns were substantially higher than those of the benchmark over the three- and six-month periods, though the available disclosures do not establish how much each component contributed to its recent performance.
The fund requires a minimum investment of ₹10 lakh and uses the Nifty 50 Hybrid Composite Debt 50:50 Index as its benchmark. According to Quant's March 2026 factsheet, the strategy combines equity arbitrage, income from fixed-income securities, and potential capital appreciation through long-short derivative positions. The hybrid label does not guarantee lower risk, as equity prices can fall, debt investments carry credit and interest-rate risks, and derivatives can introduce additional complexity and potential losses. Short positions can also lose money if prices move against the fund, while long positions remain exposed to market declines. As reported by CNBC-TV18, the stated minimum investment is ₹10 lakh, and investors should review the scheme's investment strategy information document, risk disclosures, exit terms and performance across different market conditions before investing.
