MSIF EQUITY LONG-SHORT FUND - REGULAR GROWTH
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Equities carry market risk; returns fluctuate and recommended investment horizon is 5+ years.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +3.41% | +4.03% | -0.62% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
Investment Objective & Strategy
The investment objective of the Investment Strategy is to generate long term capital appreciation by investing predominantly in listed equity and equity related instruments while selectively employing tactical short positions through derivatives to provide risk-adjusted returns across market cycles. However, there is no assurance that the investment objective of the Investment Strategy will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing - (Not Available as of None). Positioned as Unknown relative to Sectoral / Thematic schemes.
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| SBI HEALTHCARE OPPORTUNITIES FUND | 7.2 | +23.97% | 1.98% | 43.4% | Rs 6,504 cr | Compare → |
| UTI Healthcare Fund | 7.0 | +22.74% | 2.20% | 57.0% | Rs 1,536 cr | Compare → |
| Mirae Asset Healthcare Fund | 7.9 | +22.67% | - | 45.7% | Rs 3,828 cr | Compare → |
| Nippon India Taiwan Equity fund | 7.2 | +45.47% | 2.39% | -77.2% | Rs 806 cr | Compare → |
| DSP Healthcare Fund | 8.0 | +20.31% | 2.04% | 53.2% | Rs 3,946 cr | Compare → |
Frequently Asked Questions about MSIF EQUITY LONG SHORT FUND
What is the expense ratio of MSIF EQUITY LONG SHORT FUND?
The expense ratio for MSIF EQUITY LONG SHORT FUND is currently not reported.
Who manages MSIF EQUITY LONG SHORT FUND?
Manager tenure details are not reported.
What are the historical returns of MSIF EQUITY LONG SHORT FUND?
MSIF EQUITY LONG SHORT FUND has a 1-year return of -.
How large is MSIF EQUITY LONG SHORT FUND?
AUM figures are currently not available.
How is MSIF EQUITY LONG SHORT FUND scored on MFIQ?
MSIF EQUITY LONG SHORT FUND has insufficient history to receive a composite MFIQ score.
How risky is MSIF EQUITY LONG SHORT FUND?
MSIF EQUITY LONG SHORT FUND has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -.