Quant Mutual Fund Launches Equity Ex-Top 100 Long Short Fund SIF Targeting Mid and Small Cap Growth

Quant Mutual Fund has introduced the QSIF Equity Ex-Top 100 Long Short Fund, a strategy-driven open-ended scheme focusing on listed equities outside the top 100 by market capitalisation. 

This new launch brings a sophisticated approach using both long and limited short exposure through derivatives to generate superior long-term capital appreciation potential.

Key Features of the Equity Ex-Top 100 Long Short Fund SIF

The QSIF Equity Ex-Top 100 Long Short Fund predominantly targets mid- and small-cap companies, allocating 65% to 100% of its net assets to these segments. To enhance flexibility, up to 35% of the fund may be invested in companies within the top 100 by market capitalisation. Additionally, the fund permits short derivative exposure of up to 25% to hedge or profit from declining stocks.

NFO Timeline, Structure, and Allocation Pattern

The New Fund Offer (NFO) for this scheme opened on October 24, 2025, and is set to close on November 7, 2025. Post allotment, it will reopen for continuous purchases and redemptions within 5 business days. 

Allocations include 0–35% in debt instruments and money market securities, and 0–20% in REITs and InvITs. The minimum lump sum investment is ₹10,00,000, while SIP, SWP, and STP start with ₹10,000 for at least 6 instalments.

Fund Management and Benchmarking

This scheme is jointly managed by Sandeep Tandon, Lokesh Garg, Ankit Pande, Sameer Kate, and Sanjeev Sharma. Its performance will be benchmarked against the NIFTY 500 Total Return Index (TRI), reflecting a wide market exposure across equity categories.

Read More:DSP Mutual Fund Filed Draft MSCI India ETF With SEBI!

Investment Objective and Exit Load Details

The fund aims to generate capital appreciation by investing mainly in equities outside the top 100 market capitalisation firms, using a controlled short-selling strategy via derivatives. An exit load of 1% applies if units are withdrawn or switched within 15 days from allotment.

Conclusion

The QSIF Equity Ex-Top 100 Long Short Fund offers investors a unique strategy focused on mid and small caps with a mix of long equity and limited short positions. By balancing growth and risk mitigation, this scheme seeks to perform across diverse market conditions.

Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Investments in Mutual Funds are subject to market risks. Read all related documents carefully before investing.