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  Home   >   MUTUAL FUND  >  MF Trends  > NFO UPDATES
NFO UPDATES      
NFO Details
Company  Invesco Asset Management Company Pvt Ltd. - SIF
Scheme Name  Summit Equity Long-Short Fund-Reg(G)
Scheme Type  Open ended scheme
Theme  
Benchmark Index  BSE 500 - TRI
Fund Manager  Hiten Jain
Category  Equity - Large Cap Fund
Initial Offer Price (Rs)  Rs. 10
Minimum Investment (Rs)  1000000
Additional Investment (Rs)  1000
Objective  To generate long-term capital appreciation by investing primarily in equity and equity-relatedinstruments, 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.
Max Entry Load%:  
Max Exit Load%:  0.5
Option Type  Growth, IDCW
Investment Pattern
TypeMinMax
Equity & Equity Related Instruments80100
Short exposure through unhedged derivative positions in equity and equity related instruments025
Units issued by InvITs020
Debt & Money Market Instruments020
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RISK DISCLOSURES ON DERIVATIVES

  • 9 out of 10 individual traders in equity Futures and Options Segment, incurred net losses.
  • On an average, loss makers registered net trading loss close to ₹ 50,000.
  • Over and above the net trading losses incurred, loss makers expended an additional 28% of net trading losses as transaction costs.
  • Those making net trading profits, incurred between 15% to 50% of such profits as transaction cost.
Source: Click Here.