Mastering All Markets: Introducing the qsif Equity Long-Short Fund

Mastering All Markets: Introducing the qsif Equity Long-Short Fund

Are you ready for a "New Reality" in investment? quant is opening a New Fund Offer (NFO) for the qsif Equity Long-Short Fund on September 17, 2025! This isn't just another mutual fund; it's an open-ended equity investment strategy designed to "Just play both" – leveraging both tactical long positions and opportunistic shorts.

Why Consider a Long-Short Fund for Your Portfolio?

Adding a long-short strategy like qsif to your existing mutual fund portfolio can offer significant advantages:

• Reduction in Volatility: Statistically, incorporating SIF strategies can reduce overall portfolio volatility and enhance risk metrics.

• Source of Additional Alpha: Short positions not only provide valuable hedge opportunities but also represent a unique avenue for potential alpha generation.

• Enhanced Diversification & Reduced Drawdowns: This fund aims to reduce drawdowns and improve risk-adjusted returns by diversifying your portfolio beyond traditional long-only biases. It offers steadier performance during market consolidation phases by taking opportunistic short positions with negative correlation to market returns.

• Lower Net Market Exposure: The flexibility to dynamically adjust both gross long and short exposures means a potentially lower overall net market exposure.

• Flexibility and Active Management: The fund can dynamically adjust risk exposure and reallocate assets based on evolving market conditions, free from rigid benchmark constraints.

What Makes the qsif Equity Long-Short Fund Stand Out?

The qsif Equity Long-Short Fund is truly unique. It’s the only fund currently available that combines the flexibility of existing flexi-cap mutual funds with the additional feature of going SHORT, up to 25% of the portfolio, using derivative instruments.

This isn't just about going short; it's about how qsif manages these strategies, powered by quant's sophisticated engine:

1. Systematic Active Investing: This isn't passive, nor is it purely discretionary. qsif employs a Systematic Active Investing approach, a structured, rules-based decision architecture that integrates machine intelligence, advanced analytics, and human insight. It's designed for today’s complex, data-saturated markets, prioritizing speed, scalability, and structure for sustainable alpha.

2. MARCOV – The Adaptive Allocation Framework: At the heart of qsif’s Systematic Active Investing is MARCOV, a proprietary investment framework. MARCOV is a cross-asset, regime-aware model built to optimize long-short portfolios for asymmetric return potential, controlled volatility, and adaptive risk modulation. It blends machine-calculated allocations with discretionary review by experienced money managers to ensure macro-narrative alignment and robust risk considerations.

3. High Frequency Analytics (HFA) – The Timing Oracle: quant’s HFA is an institutional-grade microstructure intelligence system that decodes price action and liquidity shifts in real time. It processes vast amounts of data—trade data, depth dynamics, liquidity flows, sentiment, and volatility clustering—at nanosecond-level throughput. HFA functions as the "timing oracle" for qsif, shaping portfolio decisions by fusing predictive analytics with live feedback loops, allowing the fund to anticipate market changes rather than merely react.

4. quantamine Platform – The Nerve Centre: Facilitating advanced data analytics, risk mitigation, and seamless execution is the quantamine platform. This in-house intelligence and execution architecture integrates risk, compliance, investments, and operations into a coordinated workflow, ingesting diverse datasets to detect regime shifts and market anomalies. Its evolution has been shaped by major crises, leading to the development of powerful tools like Risk Appetite, Liquidity, Money Flow, Perception, and Volatility Analytics.

5. Fusion of High and Low-Frequency Analytics: qsif uniquely combines 70% High Frequency Analytics (HFA) with 30% Low Frequency Analytics (LFA) for its Systematic Active Investing, a distinct blend compared to traditional approaches.

Performance Across Market Cycles

The qsif Equity Long-Short Fund aims to perform differently in various market conditions:

• Correction & Consolidation, Rangebound, Bear Market, and Volatile Markets: qsif aims for out-performance.

• Bull Market: It targets moderate-performance.

• Raging Bull Market: In such phases, it anticipates under-performance relative to purely long-biased strategies.

quant: A Proven Powerhouse

This fund is backed by quant, one of India’s fastest-growing AMCs, which has delivered outsized outperformance across schemes over the past five years. Their AUM has grown from ₹35 crore in 2020 to ₹96,000 crore, serving a huge investor base of 96 lakh folios. quant is recognized for its pioneering dynamic management and unique blend of algorithmic rigor with seasoned portfolio manager insights.

The fund is managed by an experienced team, including Sandeep Tandon (Founder & CIO), who brings unmatched expertise from India’s earliest institutional derivative and Badla markets. He is joined by other accomplished Money Managers: Lokesh Garg, Sameer Kate, Ankit Pande, and Sanjeev Sharma.

Key Investment Details for qsif Equity Long-Short Fund

• Investment Objective: To generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments, with limited short exposure through derivatives to enhance returns and manage risk efficiently.

• Investment Style: A Flexi Cap long-short strategy, market-capitalization agnostic, with extensive use of derivative strategies within SEBI’s prescribed regulatory limits.

• Benchmark: NIFTY 500 Total Return Index (TRI).

• NFO Period: Opens: September 17, 2025 | Closes: October 01, 2025.

• Minimum Investment: ₹10,00,000/- for initial and additional purchases. SIPs available for ₹10,000/- and multiples of ₹1/-.

• Loads: Nil Entry Load. 1% Exit Load if redeemed/switched out on or before 15 days from allotment.

• Risk Profile: This product is suitable for investors seeking long-term capital appreciation while understanding its Risk-Band Level 5 (High Risk).

Ready to Embrace the New Reality?

The qsif Equity Long-Short Fund offers a compelling opportunity for investors looking to diversify, reduce volatility, and potentially generate additional alpha across various market conditions.

Disclaimer: Investments in securities are subject to market risks. There is no assurance or guarantee that the objectives of any investment strategy will be achieved. This fund is suitable for investors seeking long-term capital appreciation by investing in equity and equity-related instruments, while employing limited short exposure through derivatives to enhance returns and manage risk efficiently. Investors should consult their financial advisors if in doubt about whether the product is suitable for them. The information provided is for general purposes only and not a complete disclosure of every material fact and terms and conditions.