Platinum Hybrid Long-Short Fund

About the Fund

Strategy snapshot and portfolio approach

The Platinum Hybrid Long-Short Fund is an actively managed Specialised Investment Fund designed to generate relatively stable returns across varying market conditions. It invests in a diversified portfolio comprising long and short equity positions, arbitrage opportunities, and high-quality debt instruments. By combining multiple investment strategies with disciplined risk management, the fund aims to reduce downside volatility while pursuing long-term capital appreciation. This approach makes it suitable for investors seeking moderate risk and a balanced investment solution.

Investment Objective

Primary goal of the fund and outlines

The investment objective of the Platinum Hybrid Long-Short Fund is to generate consistent risk-adjusted returns by investing in a diversified portfolio of long and short equity positions, arbitrage opportunities, and high-quality debt instruments, while aiming to reduce market volatility and achieve long-term capital appreciation.

Fund Details

Structural and regulatory information about the scheme

Scheme Type

Open Ended Fund

Taxation

Equity

Launch Date

10 Jun 2026

Exit Load

-If redeemed within 90 days from the date of allotment: 1% -If redeemed after 90 days from the date of allotment: NIL

Standard Deviation

—

Beta

—

Sharpe Ratio

—

Performance

Net Asset Value (NAV) movement over time

NAV history is not available yet for .

Performance Data Disclaimer

The daily NAV performance charts displayed on this page are sourced directly from NAV files uploaded by the respective Asset Management Companies (AMCs) on the AMFI website. SIFbazar.in has no control over the accuracy, timeliness, or completeness of this data and merely plots it for visualization purposes.

Past performance is not indicative of future results. NAV values are subject to market risks, and investors should independently verify data with official AMFI sources or the AMC before making decisions. SIFbazar.in disclaims any liability for errors, delays, or omissions in the displayed information.

Portfolio Composition

How the fund's investments are distributed across assets and sectors

Asset Allocation

Tap or hover on segments to inspect allocation values.

Sector Allocation

Tap or hover on segments to inspect allocation values.

Top Holdings

Largest investments by portfolio weight

Instrument	Type	Allocation (%)
Other Equites	Equity	53.77
HDFC Bank Limited	Equity	7.05
ICICI Bank Ltd	Equity	6.34
Larsen & Toubro Ltd	Equity	3.96
Induslnd Bank Ltd	Equity	3.81
State Bank of India	Equity	3.79
HDFC Ltd	Equity	3.72
Maruti Suzuki India Ltd	Equity	3.38

Fund Managers

Professionals responsible for managing the scheme

Mr. Gaurik Shah

Mr. Gaurik Shah is the Senior Vice President – Equity Investments and Fund Manager at Mirae Asset Investment Managers (India). With over 19 years of experience in quantitative investing, derivatives, and long-short equity strategies, he has held key roles at ASK Long-Short Fund Managers, Avendus Capital, Proalpha Capital, Monsoon Capital (Singapore), and RBS N.V. He holds a PGDBM from XLRI Jamshedpur, a Bachelor of Engineering (B.E.) from Pune University, and is a CFA charterholder.

Documents

Official scheme documents and disclosures

Factsheet

Risk & Disclaimers

Important information investors should be aware of

Riskometer of the Scheme

Low to Moderate

Risk Level 2 of 5

This fund's risk level is based on the scheme's Risk-o-Meter as disclosed by the fund house. Investors should assess their risk appetite before investing.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

NAV and performance data shown above are historical and for illustrative purposes only. Past performance does not guarantee future returns.

For detailed information on investment objectives, risks, expenses, and other scheme-related details, please refer to the official scheme documents such as the Factsheet and Key Information Memorandum (KIM).

Check SEBI Website for more on Risk-O-Meter: https://investor.sebi.gov.in/riskometer.html

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