DG
Deepak GuptaLead
Since Nov 2026
AUM managed
₹0
Tenure
Since Nov 2026
Funds
1
SA
Summit Active Asst Allctr L-S Reg Gr
Asset Allocation Long Short Fund
NAV
₹0.00
+0.00% today
AUM
₹0.00
Fund size
Expense
0.00%
Regular plan
Min SIP
₹1,000
per month
Min Lumpsum
₹10,00,000
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterModerate Risk
BenchmarkCRISIL Short Term Bond TR INR (40%) + Nifty 500 TR INR (40%) + iCOMDEX Composite TR (20%)
Number of holdings0
Inception02 Nov 2026
Exit load0.5
Risk metrics
Alpha0
Beta0
Sharpe ratio0
Standard deviation0.00%
Sortino ratio0
Capital gains tax
Hybrid
STCG · short-term
Slab RateShort-term gains taxed at slab rate
Non-equity-oriented hybrid fund gains are taxed at your income slab rate.
LTCG · long-term
Slab RateLong-term gains taxed at slab rate
Non-equity-oriented hybrid fund gains are taxed at your income slab rate.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as non-equity-oriented.
Fund managers
About Summit Active Asst Allctr L-S Reg Gr
Summit Active Asst Allctr L-S Reg Gr is an open-ended Asset Allocation Long Short Fund mutual fund scheme under the regular plan with the growth option. The fund is benchmarked against CRISIL Short Term Bond TR INR (40%) + Nifty 500 TR INR (40%) + iCOMDEX Composite TR (20%). SEBI's riskometer places this scheme in the Moderate Risk category, so read the scheme information document before investing.
Investment objective
To generate income by actively seeking arbitrage opportunities and investing across multiple asset classes, such as equity & equity related instruments, fixed income instruments and commodity derivatives, while taking limited short exposure on permitted instruments through derivatives to optimize returns and manage risk. There is no assurance that the investment objective of the Investment strategy will be achieved.
Regular Plan · Growth option
Summit Active Asst Allctr L-S Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | +1.44% |
| 3 months | -- | +14.13% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
Summit Active Asst Allctr L-S Reg Gr — frequently asked questions
How risky is Summit Active Asst Allctr L-S Reg Gr?
SEBI's riskometer classifies Summit Active Asst Allctr L-S Reg Gr as Moderate Risk, which is typical for a Asset Allocation Long Short Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in Summit Active Asst Allctr L-S Reg Gr?
You can start a SIP in Summit Active Asst Allctr L-S Reg Gr from ₹1,000 per month, and the minimum lumpsum investment is ₹10,00,000.
Scheme identifiers
- Scheme category
- Hybrid
- Scheme sub-category
- Asset Allocation Long Short Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF205K30089
- Scheme code
- FS0000L7R2