Summit Active Asset Allocator Long-Short Fund Key Offer Details
- Opening date
- 12 Oct 2026
- Closing date
- 26 Oct 2026
- Scheme type
- Open-Ended
- NAV
- ₹10
- Min. invst.
- ₹10,00,000
- Min. SIP
- ₹1,000
About Summit Active Asset Allocator Long-Short Fund
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Summit Active Asset Allocator Long-Short Fund Scheme Info
- Plan
- Direct
- Lock in
- None
- Exit Load
- 0.50%
0.50% on or before 30D, 0.25% after 30D but on or before 60D, NIL after 60D
- Base Exp. Ratio
- 0%
- Benchmark
- CRISIL Short Term Bond Index
Summit Active Asset Allocator Long-Short Fund Scheme Objective
To generate income by actively seeking arbitrage opportunities and investing across multiple asset classes, such as equity & equity related instruments, fixed income instruments and commodity derivatives, while taking limited short exposure on permitted instruments through derivatives to optimize returns and manage risk. There is no assurance that the investment objective of the Investment strategy will be achieved.
AMC Profile of Summit Active Asset Allocator Long-Short Fund
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- Total AUM
- ₹ 375.61 Cr
- No. of schemes
- 1
Summit Active Asset Allocator Long-Short Fund Manager Profile
Summit Active Asset Allocator Long-Short Fund Peers
Summit Active Asset Allocator Long-Short Fund Peers & Comparison
Comparing 4 mutual funds from
HybridActive Asset Allocator Long,Short Fund Frequently asked questions
What is Summit Active Asset Allocator Long-Short Fund?
Summit Active Asset Allocator Long-Short Fund is an open-ended Active Asset Allocator Long,Short Fund scheme launched by Invesco Asset Management Company Pvt Ltd. - SIF, investing primarily in Hybrid. It is benchmarked against CRISIL Short Term Bond Index and offered in Direct and Regular plans with Growth and IDCW options.
What is the open date of Summit Active Asset Allocator Long-Short Fund NFO?
The NFO of Summit Active Asset Allocator Long-Short Fund opens for subscription on 11 Oct 2026.
What is the close date of Summit Active Asset Allocator Long-Short Fund NFO?
The NFO of Summit Active Asset Allocator Long-Short Fund closes for subscription on 26 Oct 2026. Applications must be submitted before this date for allotment at the NFO offer price.
What is the minimum lumpsum investment in Summit Active Asset Allocator Long-Short Fund?
The minimum lumpsum investment in Summit Active Asset Allocator Long-Short Fund is ₹10,00,000.
What is the minimum SIP amount for Summit Active Asset Allocator Long-Short Fund?
The minimum SIP amount for Summit Active Asset Allocator Long-Short Fund is ₹1,000 per SIP installment.
Who is the fund manager of Summit Active Asset Allocator Long-Short Fund?
Summit Active Asset Allocator Long-Short Fund is managed by Deepak Gupta, who has 8 years of fund management experience and also manages 9 other schemes at Invesco Asset Management Company Pvt Ltd. - SIF.
Is Summit Active Asset Allocator Long-Short Fund a good investment?
Summit Active Asset Allocator Long-Short Fund is a new scheme with no performance track record yet, so it should be evaluated on Deepak Gupta's experience, Invesco Asset Management Company Pvt Ltd. - SIF's record on similar schemes, the fund's Hybrid strategy, and fit with an investor's existing portfolio — not past returns.
What type of fund is Summit Active Asset Allocator Long-Short Fund?
Summit Active Asset Allocator Long-Short Fund is categorized as a Active Asset Allocator Long,Short Fund scheme under SEBI's mutual fund classification — investing at least 35% each in large-cap and mid-cap stocks (for Large & Mid Cap funds).
Is there a lock-in period or exit load for Summit Active Asset Allocator Long-Short Fund?
Summit Active Asset Allocator Long-Short Fund has no lock-in period and an exit load of 0.5% if redeemed within 30 days of investment.
