HomeFund UniverseqSIF Active Asset Allocator

qSIF Active Asset Allocator

Allotted 21 Apr 20264 mo old
By Quant · Launched Apr 2026

Allocates dynamically across equity, debt and commodity exposure using derivatives, with unhedged short exposure of up to 25% of net assets. Multi-asset and tactical by design.

Active Asset Allocator Long-Short SEBI-regulated SIF · ₹10L minimum Regular-Growth plan tracked
Minimum investment
₹10 lakh
₹1 lakh for accredited investors
SEBI norm for Specialized Investment Funds
NAV
₹13.0728
Official AMFI · Regular · 18 Sep 2026
1M Return
▲ 13.37%
Absolute · Regular
3M Return
▲ 25.38%
Absolute · Regular
6M Return
Fund under six months old
Since inception
▲ 30.73%
Since allotment, vs face value
AUM
₹167 Cr
Value Research · 21 Sep 2026
Expense Ratio
1.83%
AMFI · Regular plan · 14 Sep 2026

Daily NAV performance

Official daily NAVs from our archive of AMFI's SIF NAV feed, plotted for the plan selected. Use the buttons to change the period; the dates covered are shown under the chart. The monthly table gives each calendar month's change.

Monthly returns

Month-on-month change computed from month-end official NAVs in our archive. The first and current months are partial: they run from the earliest, or to the latest, NAV we hold.

Building from the NAV archive…

Portfolio holdings

Every line disclosed in the AMC's portfolio disclosure as of 31 Jul 2026, ranked by exposure. The ten largest are shaded. Portfolios are disclosed periodically, so these are the most recent published positions — not live weights.

31
Disclosed portfolio lines
96.74%
Top-10 concentration
42.72%
EQUITY & EQUITY RELATED / (a) Listed / awaiting listing on Stock Exchanges
as printed by the AMC
42.72%
Equity & Equity Related
as printed by the AMC
-15.47%
DERIVATIVES / (a) Index / Stock Futures
as printed by the AMC
-15.47%
Derivatives
as printed by the AMC
5.04%
MONEY MARKET INSTRUMENTS / c) Treasury Bills
as printed by the AMC
5.04%
Money Market Instruments
as printed by the AMC
50.25%
OTHERS / (c) Tri Party Repo (TREPs)
as printed by the AMC
1.99%
OTHERS / (d) Other Receivables (Payables)
as printed by the AMC
52.24%
Others
as printed by the AMC
#SecuritySector / bucketSideExposure
01
TREPS 03-Aug-2026 DEPO 10
INCBLO030826
LONG50.25%
02
INDO-MIM Limited
INE084101034
Industrial ManufacturingLONG9.59%
03
Adani Energy Solutions Limited 25/08/2026
ADANIENSOL250826
PowerSHORT-7.91%
04
Adani Energy Solutions Limited
INE931S01010
PowerLONG7.91%
05
Adani Green Energy Limited
INE364U01010
PowerLONG4.80%
06
JSW Infrastructure Limited
INE880J01026
Transport InfrastructureLONG4.29%
07
Caliber Mining and Logistics Limited
INE11XY01018
Consumable FuelsLONG3.92%
08
Indus Towers Limited
INE121J01017
Telecom - ServicesLONG2.98%
09
Capri Global Capital Limited
INE180C01042
FinanceLONG2.71%
10
UPL Limited
INE628A01036
Fertilizers & AgrochemicalsLONG2.37%
11
Biocon Ltd 25/08/2026
BIOCON250826
Pharmaceuticals & BiotechnologySHORT-2.36%
12
NCA-NET CURRENT ASSETS
LONG1.99%
13
Eicher Motors Ltd 25/08/2026
EICHERMOT250826
AutomobilesSHORT-1.97%
14
Cipla Limited 25/08/2026
CIPLA250826
Pharmaceuticals & BiotechnologySHORT-1.69%
15
Bajaj Finance Limited 25/08/2026
BAJFINANCE250826
FinanceSHORT-1.54%
16
LIC Housing Finance Ltd
INE115A01026
FinanceLONG1.40%
17
Hexaware Technologies Limited
INE093A01041
IT - SoftwareLONG1.40%
18
MANGALORE REFINERY & PETROCHEMICALS LTD
INE103A01014
Petroleum ProductsLONG1.21%
19
91 Days Treasury Bill 29-Oct-2026
IN002026X172
LONG0.88%
20
91 Days Treasury Bill 06-Aug-2026
IN002026X057
LONG0.60%
21
91 Days Treasury Bill 13-Aug-2026
IN002026X065
LONG0.60%
22
91 Days Treasury Bill 22-Oct-2026
IN002026X164
LONG0.59%
23
91 Days Treasury Bill 28-Aug-2026
IN002026X081
LONG0.30%
24
91 Days Treasury Bill 03-Sep-2026
IN002026X099
LONG0.30%
25
91 Days Treasury Bill 10-Sep-2026
IN002026X107
LONG0.30%
26
91 Days Treasury Bill 17-Sep-2026
IN002026X115
LONG0.30%
27
91 Days Treasury Bill 24-Sep-2026
IN002026X123
LONG0.30%
28
91 Days Treasury Bill 01-Oct-2026
IN002026X131
LONG0.30%
29
91 Days Treasury Bill 08-Oct-2026
IN002026X149
LONG0.30%
30
91 Days Treasury Bill 15-Oct-2026
IN002026X156
LONG0.30%
31
BLUE JET HEALTHCARE LTD
INE0KBH01020
Pharmaceuticals & BiotechnologyLONG0.13%

Showing the 10 largest positions. The full disclosed book, including the short side, is one click away.

Largest equity sectors

Aggregated from the disclosed cash-equity lines.

Power
12.71%
Industrial Manufacturing
9.59%
Transport Infrastructure
4.29%
Finance
4.11%
Consumable Fuels
3.92%
Telecom - Services
2.98%

The disclosure has no Long/Short column in the holdings table; side is DERIVED from the sign of '% to NAV' (negative = SHORT, positive = LONG) on each printed line. Short futures are confirmed independently by the sheet's 'Hedging Positions through Futures' table, which prints an explicit Long/Short flag per underlying. Note: negative lines under OTHERS / '(d) Other Receivables (Payables)' are accounting balances, not short positions, but are labelled SHORT by the same sign rule. disclosedSleeveLabels keys use the AMC's printed headers; sub-section rows are keyed '<MAJOR SECTION> / <printed sub-header>' to disambiguate repeated (a)/(b)/(c) letters. Percentages are reproduced at the file's own precision. Grand Total as printed: 100.0% of NAV / Rs. 16745.34 Lakhs. Verified: every row's '% to NAV' sums exactly to the printed Sub Total of its section. Stated exposure lines, quoted from the file: Total %age of existing assets hedged through futures 15.47; Total Exposure due to futures (non hedging positions) as a %age of net assets; Total %age of existing assets hedged through put options NIL; Total Exposure through options as a %age of net assets NIL; Total outstanding exposure in derivatives instruments as on 31-Jul-2026 is -15.47%.

Normalised from the AMC's published portfolio statement. Derivative market value, notional exposure and regulatory gross exposure can be measured on different bases, so the AMC's own statement remains controlling. Holdings are historical and change without notice — this is not a recommendation to buy or sell any security.

How the fund actually invests

The strategy moves capital dynamically across equity, debt, InvITs and exchange traded commodity derivatives with no fixed floor in any single asset class, and may run unhedged short exposure of up to 25% on permitted instruments.

The bands are deliberately wide. Under normal circumstances the ISID sets 0-100% of total assets in equity and equity-related instruments, 0-100% in debt and money market instruments, 0-30% in Exchange Traded Commodity Derivatives (ETCDs) and 0-20% in InvITs. There is no minimum floor for equity or debt. Source: ISID Part II.A, https://www.qsif.com/Admin/SIDPdf/ISID-qsif_Active_Asset_Allocator_Long-Short_Fund.pdf

Commodities are part of the mandate. The ISID describes the strategy as dynamically investing across equity, debt, equity and debt derivatives, InvITs and commodity derivatives, and the investment-approach section refers to commodity derivatives or ETFs with a commodity underlying, or other permissible instruments linked to commodity prices. The benchmark carries a 30% commodity component to match. Source: ISID Section I Part I items III and VII, and Part II.C.

It is an interval strategy, so redemption is not daily. Subscription is accepted daily on Business Days, but redemption is only every Tuesday and Wednesday of the week, moving to the next business day where either is a non-business day. During purchase and redemption days specified by the AMC, trading of units on the stock exchange is automatically suspended. Source: ISID Section I Part I items VI, VIII and IX.

Overseas investment is switched off for now. The ISID states the strategy shall not invest in overseas securities until the AMC appoints a dedicated fund manager to invest in overseas securities, in line with clause 13.11.5.a of the SEBI Master Circular issued on 20 March 2026. Source: ISID Part II.E.

NAV timing differs when commodities are held. The ISID provides that where the strategy invests in ETCDs, the AMC shall update NAVs on the AMFI and AMC websites before 9.00 a.m. on the following Business Day, rather than the usual 11.00 p.m. same-day deadline. Source: ISID Section I Part I item X.

Fund mechanics

Benchmark
40% NSE 500 TRI + 30% CRISIL Short Term Bond Fund Index + 30% iCOMDEX Composite Index
Asset allocation
Of total assets, under normal circumstances: equity and equity-related instruments 0% min / 100% max; debt and money market instruments 0% / 100%; Exchange Traded Commodity Derivatives (ETCDs) 0% / 30%; InvITs 0% / 20%
Unhedged short cap
Derivatives for non-hedging and other than portfolio-rebalancing purposes: long up to 50%; unhedged short exposure up to 25%. Additional derivative exposure is used for hedging and rebalancing. Cumulative gross exposure capped at 100% of net assets, being the sum of cash-market and derivatives-market exposure
Exit load
1% if redeemed or switched out on or before completion of 15 days from the date of allotment of units; no exit load after 15 days. Entry load nil
Minimum investment
Initial: Rs 10,00,000 during the NFO and on a continuous basis, in multiples of Re 1 (Rs 1,00,000 for accredited investors). Additional purchase: Rs 10,000 and in multiples of Re 1. Minimum redemption/switch-out: Rs 1,000
Subscription/redemption
Interval investment strategy. Subscription frequency: Daily (only Business Days). Redemption frequency: every Tuesday and Wednesday of the week, moving to the next business day where Tuesday or Wednesday is a non-business day. Redemption proceeds are endeavoured to be dispatched within three Business Days. Trading of units on the exchange is automatically suspended during AMC-specified purchase/redemption days
Plans & options
Regular Plan and Direct Plan, both sharing a common portfolio. Options under each plan: Growth, and Income Distribution cum Capital Withdrawal (IDCW) with Payout and Reinvestment facilities. Default between Growth and IDCW is Growth; within IDCW the default is Reinvestment
Date of allotment
21 April 2026
Risk band
Risk Band Level 5 for the investment strategy and Risk Band Level 5 for the benchmark. The ISID states the Risk Band has been as specified by AMFI, and that product labelling assigned during the NFO is based on internal assessment and may vary post-NFO

Sources: Quant/qsif — ISID (Investment Strategy Information Document) · Quant/qsif — Key Information Memorandum and Application Form · Quant/qsif — Factsheet, July 2026 (strategy page 19) · Quant/qsif — scheme page · Value Research — scheme page (allotment-date cross-check). Scheme facts are as disclosed by the AMC at the time of writing; fund managers, load structures and allocation bands can change — always read the current SID/KIM before investing.

Documents & source files

Everything on this page traces back to a document Quant published. Here they are, so you can read the primary source yourself rather than take our word for it.

When new documents appear. AMCs publish the previous month's factsheet and portfolio disclosure in the first week or so of each month — so from around the 8th you can generally expect the prior month-end file. Our desk re-checks every AMC on that cycle and updates the holdings and figures on this page. Links point to the AMC's own site, so you always land on their current file, not a stale copy of ours.

Every Active Asset Allocator Long-Short SIF we track

All Active Asset Allocator Long-Short funds we track, with their latest NAV, trailing returns, size and risk level. This fund is highlighted. Click a column heading to sort the table; the # column then shows each fund's position on that column. It is arithmetic on the period you chose, not a rating or a recommendation. Most SIFs are young, so check each fund's age before comparing. Open any fund's page from its name, or use the compare tool for a side-by-side view.

#NAV
Loading live data…

“—” means the fund is too young for that period or the figure isn't disclosed yet. Default order: 3-month return. NAV and returns follow the plan selected above (Growth option); AUM and risk level from Value Research.

What an Active Asset Allocator Long-Short SIF actually does

Allocates dynamically across equity, debt and commodity exposure using derivatives, with unhedged short exposure of up to 25% of net assets. Multi-asset and tactical by design.

Every Specialized Investment Fund sits between mutual funds and PMS: a ₹10 lakh minimum (aggregated per PAN per AMC), SEBI's Chapter VI-C framework, and mutual-fund-grade taxation — equity-oriented strategies attract 12.5% LTCG after 12 months. Learn the mechanics on our What is a SIF page, or read the August 2026 Coverage Report.

On sourcing. The scheme facts on this page are taken from the AMC's own Scheme Information Document, Investment Strategy Information Document and Key Information Memorandum, with the source linked above. The live NAV comes from AMFI; AUM and risk level from Value Research; the expense ratio from AMFI. Where a detail is not disclosed by the AMC we say so rather than estimate it — we never guess a number.

Questions about this fund?

SIFs carry a ₹10 lakh minimum and real derivative risk. Talk to a Trustner relationship manager — 20 minutes, no fee, no obligation. We are an AMFI-registered distributor (ARN-286886); we do not provide personalised investment advice.

Book a call → Compare with other SIFs Back to all 33 SIFs
Who runs the money

The management team

The people named as designated fund managers in the scheme's official disclosures. Fund managers can change over the life of a scheme — verify against the current KIM before investing.

ST
Sandeep Tandon
Named under 'Name of the Fund Manager' in the KIM, in ISID Part II.E, and listed as a Fund Manager on the strategy page of the qsif Factsheet, July 2026. The ISID describes him as Founder and Chief Investment Officer of the quant Group.
AP
Ankit Pande
Named under 'Name of the Fund Manager' in the KIM, in ISID Part II.E, and listed as a Fund Manager in the qsif Factsheet, July 2026.
SK
Sameer Kate
Named under 'Name of the Fund Manager' in the KIM, in ISID Part II.E, and listed as a Fund Manager in the qsif Factsheet, July 2026. The ISID states he holds the role of Chief Dealer at quant.
SS
Sanjeev Sharma
Named under 'Name of the Fund Manager' in the KIM, in ISID Part II.E, and listed as a Fund Manager in the qsif Factsheet, July 2026.
JS
Jignesh Shah
Named under 'Name of the Fund Manager' in the KIM, in ISID Part II.E, and listed as a Fund Manager in the qsif Factsheet, July 2026.
Trustner relationship manager
Talk to us 1:1 about how qSIF Active Asset Allocator works, its terms and the paperwork. 20 minutes. No fee.
Book a call →