Prism Hybrid Long-Short Fund

About the Fund

Strategy snapshot and portfolio approach

The Prism Hybrid Long-Short Fund is a Hybrid Long-Short strategy under the Specialized Investment Fund (SIF) framework. It invests in a diversified portfolio of equity, equity-related securities, debt and money market instruments, while using derivatives for long-short, arbitrage, and hedging strategies. The fund is designed to generate long-term capital appreciation with income generation by taking advantage of opportunities across different market conditions, while maintaining a balanced hybrid allocation. Investors should note that returns are subject to market risks, and there is no guarantee that the investment objective will be achieved.

Investment Objective

Primary goal of the fund and outlines

The Prism Hybrid Long-Short Fund aims to achieve long-term capital appreciation along with income generation by investing across a diversified mix of equity and equity-related instruments, debt and money market instruments, and derivative-based strategies. There is no assurance that the investment objective will be achieved.

Fund Details

Structural and regulatory information about the scheme

Scheme Type

Open Ended Fund

Taxation

Equity

Launch Date

17 Jul 2026

Exit Load

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 data not available

Sector Allocation

Tap or hover on segments to inspect allocation values.

Top Holdings

Largest investments by portfolio weight

Instrument	Type	Allocation (%)
Bharat Heavy Electricals Ltd	Equity	1.83
Oracle Financial Services Software Ltd	Equity	1.72
Mahindra & Mahindra Ltd	Equity	1.39
Samvardhana Motherson International Ltd	Equity	1.37
Ashok Leyland Ltd	Equity	1.37
FSN E-Commerce Ventures Ltd	Equity	1.37
Hindustan Aeronautics Ltd	Equity	1.35
National Aluminium Co Ltd	Equity	1.35

Fund Managers

Professionals responsible for managing the scheme

Mr. Arun Ramachandran

Arun Ramachandran brings over 19 years of experience in fixed income markets, with expertise in portfolio management, credit research, and macroeconomic research. He currently manages treasury solution-oriented schemes, overseeing portfolio construction, research, and credit evaluation to ensure alignment with investment objectives. Prior to his current role, Arun served as a Fund Manager at SBI Fund Management, where he managed Liquid, Ultra Short Term, Money Market, and Overnight Funds. Earlier in his career, he worked as a Credit Analyst at ING Investment Management, Deutsche Bank Operations India, and CRISIL, building extensive experience in fixed income and credit analysis.

Ms. Tanvi Kacheria

Tanvi Kacheria brings over 14 years of experience in the financial services industry, specializing in equity portfolio management, with expertise in index and quantitative investing. She currently serves as the Index & Active Equity Fund Manager at Jio BlackRock Asset Management Private Limited, where she manages equity portfolios using active and index-based investment strategies. Prior to joining Jio BlackRock, Tanvi was a Portfolio Manager at BlackRock USA, where she managed Emerging Market-listed iShares ETFs, and previously oversaw Canadian and Latin American-listed iShares ETFs. Earlier in her career, she worked as an Associate Portfolio Manager at Los Angeles Capital Management, an institutional quantitative asset management firm, gaining extensive experience in quantitative portfolio construction and investment management.

Documents

Official scheme documents and disclosures

Factsheet

Risk & Disclaimers

Important information investors should be aware of

Riskometer of the Scheme

Low

Risk Level 1 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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