GMP IPO Watch
Summit Equity Long-Short Fund
Direct Plan · Growth · SUMMIT SIF
Returns
Annualised (CAGR) returns for periods over a year.
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Rank in Category
| Period | This Fund | Category Avg. | Rank |
|---|---|---|---|
| 1W | +3.74% | +3.19% | 5 of 13 |
| 1M | +4.35% | +2.63% | 1 of 11 |
| 3M | +2.63% | -2.11% | 1 of 10 |
| YTD | +5.71% | +2.45% | 3 of 13 |
| INCEPTION | +21.77% | — | — |
Ranked among: Equity Oriented Investment Strategies - Equity Long-Short Fund.
Rolling Returns
| Period | Average | Best | Worst | Positive Periods | Consistency |
|---|---|---|---|---|---|
| 3M | +1.04% | +2.63% | -0.10% | 88% | 35% |
Rolling returns show the average, best and worst outcome an investor would have seen entering at any point in the window.
NAV History
Expense Ratio Trend
Portfolio
Market Cap Split
- Large Cap0.00%
- Mid Cap0.00%
- Small Cap0.00%
- Others0.00%
Fundamentals
| Fund | Category | |
|---|---|---|
| P/E | 31.12 | 22.47 |
| P/B | 5.33 | 3.35 |
| Price / Sales | 3.98 | 2.79 |
| Price / Cash Flow | 23.77 | 16.64 |
| Dividend Yield (%) | 0.74 | 1.39 |
Risk Metrics
Sharpe Ratio
| Period | Fund | Category | |
|---|---|---|---|
| 3Y | -0.43 | -0.91 | Above Average |
What is this?
Annualized Sharpe ratio calculated from month-end NAV returns using the latest available FBIL Overnight MIBOR rate as the risk-free rate. For schemes with less than three years of history, the 3Y value uses since-inception data. Applied risk-free rate: 5.73% (published 2026-10-28).
Compare With Peers
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
|
qsif Equity Long-Short Fund
Direct Plan · Growth Option
|
+11.08% | — | — | +11.66% |
|
Sapphire Equity Long-Short SIF
Direct Plan · IDCW
|
— | — | — | -2.60% |
|
Arudha Equity Long-Short Fund
Direct Plan · Growth
|
— | — | — | +8.24% |
|
DynaSIF Equity Long - Short Fund
Regular Plan · GROWTH OPTION
|
— | — | — | +2.76% |
|
Diviniti Equity Long Short Fund
Direct Plan · Growth Option
|
— | — | — | -11.97% |
|
MSIF Equity Long-Short Fund
Regular Plan · IDCW
|
— | — | — | +78.82% |
|
Altiva Equity Long-Short Fund
Regular Plan · Growth
|
— | — | — | +65.81% |
|
Apex Equity Long-Short Fund
Direct Plan · GROWTH
|
— | — | — | +13.21% |
| iSIF Equity Long-Short Fund | — | — | — | +16.16% |
|
Arthaya Equity Long Short Fund
Direct Plan · Growth Option
|
— | — | — | -1.94% |
More From This Fund House
| Scheme | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|
| Summit Equity Long-Short Fund - Regular Plan - IDCW (Payout / Reinvestment) | — | — | — | +104.26% |
| Summit Equity Long-Short Fund - Direct Plan - IDCW (Payout / Reinvestment) | — | — | — | +110.03% |
About This Scheme
Investment Objective
To generate long-term capital appreciation by investing primarily in equity and equity-related instruments, combining directional equity investments with tactical short positions to provide risk-adjusted returns over traditional long-only strategies. There is no assurance that the investment objective of the Investment strategy will be achieved.
Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Data is sourced from AMFI and fund houses via FinAPI and may lag official figures.