Benchmark: Nifty 50 Hybrid Composite Debt 50:50 Index
Investment Style: Conservative Hybrid portfolio with 25% shorting option
Investment Approach:
A balanced long-short strategy that aims to generate low-risk, predictable returns from equity arbitrage, accruals from quality fixed-income securities, and potential capital appreciation from unhedged long-short exposure strategies via extensive usage of derivative instruments within SEBI's prescribed regulatory limits.
Key Highlights:
✔ Conservative Hybrid structure with 25-65% in debt and 35-65% in equity/arbitrage
✔ Beta management with tactical long & short opportunities
✔ Designed for low volatility and reduced drawdowns
✔ Blend of arbitrage, debt, and long-short equity for all-weather performance