Summit Equity Long-Short Fund Growth Return
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- 3M
- 6M
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- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Summit Equity Long-Short Fund Growth Fund Overview
Min. investment
SIP ₹1000 & Lump. ₹1000000
AUM (Fund size)
₹291 Cr
Lock In Period
N/A
Expense Ratio
5.23
Exit Load
If units are redeemed/switched out on or before 3 months from the date of allotment: 0.50%.If units are redeemed/switched-out after 3 months: Nil.Switch between the Plans under the Investment Strategy: Nil.
Benchmark
BSE 500 Total Return
Summit Equity Long-Short Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -4.18 | -1.07 | -1.90 |
| 6M | 0.00 | 3.87 | 5.09 |
| 1Y | 0.00 | 3.91 | 0.00 |
| 3Y | 0.00 | 13.93 | 0.00 |
Portfolio Analysis
- Equity: 88.62%
- Debt: 11.38%
- Others
As on: 2026-08-31
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About Fund Summit Equity Long-Short Fund Growth
Summit Equity Long-Short Fund Growth managed by Invesco Mutual Fund - SIF,is a Equity - Long Shortscheme with Assets Under Management of ₹291 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 5.23. Under the expert guidance of Hiten Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Hiten Jain
Mr. Hiten Jain has done BE, CFA and MBA (Finance). Prior to joining Invesco India Mutual Fund, he has worked with CRISIL Limited and Dunia Finance LLC Dubai.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| WSIF Equity Long-Short Fund Growth | 0 | 33 CR | 4.92 |
| Summit Equity Long-Short Fund Growth | 0 | 290 CR | 5.23 |
| Arthaya Equity Long Short Fund Growth | 0 | 132 CR | 5.39 |
| iSIF Equity Long-Short Fund Growth | 0 | 599 CR | 4.19 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundWSIF Equity Long-Short Fund Growth | 0 | 0 |
| This FundSummit Equity Long-Short Fund Growth | 0 | 0 |
| This FundArthaya Equity Long Short Fund Growth | 0 | 0 |
| This FundiSIF Equity Long-Short Fund Growth | 0 | 0 |
Summit Equity Long-Short Fund Growth FAQs
Summit Equity Long-Short Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Summit Equity Long-Short Fund Growth is 5.23. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Summit Equity Long-Short Fund Growth’s fund performance is as follows:
- 1 Month : -4.18%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
You can invest in Summit Equity Long-Short Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Summit Equity Long-Short Fund Growth is ₹291 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Summit Equity Long-Short Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
