Infinity Hybrid Long-Short Fund - Direct Plan

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Value Research Rating

Unrated

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Returns

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Calculate SIP Returns of Infinity Hybrid Long-Short Fund - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

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This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Infinity Hybrid Long-Short Fund - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

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Our Opinion
Risk info
Return (%)
Base Expense Ratio (%) info
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Other details of Infinity Hybrid Long-Short Fund - Direct Plan

Assets

info

₹-- Cr

Exit Load (Days)

info

--

Min. Investment (₹)

10,00,000

Min. Withdrawal (₹)

10,000

Min. SIP Investment (₹)

10,000

Min. No of Cheques

6

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About Infinity Hybrid Long-Short Fund - Direct Plan

Infinity Hybrid Long-Short Fund - Direct Plan is a hybrid mutual fund scheme of Kotak Mahindra Mutual Fund. Launched on June 29, 2026, it is currently managed by Abhishek Bisen, Hiten Shah and Kalpesh Jain. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.

Infinity Hybrid Long-Short Fund - Direct Plan invests in a mix of equity and fixed-income securities. While the fund is mandated to invest minimum 25 per cent each in equity & debt, the proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager. These funds can take up to 25 per cent short exposure through unhedged equity / debt derivative positions, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹10,000 and minimum SIP of ₹10,000.

Investment Strategy

This scheme seeks to achieve a blend of capital appreciation and income generation by investing in equity and equity related instruments as well as debt and money market instruments, including limited short exposure in equity and debt through derivatives.

Suitability

Hybrid Long-Short SIFs are suitable for investors:

  • Looking to invest in a portfolio of equity and debt for moderate returns
  • Who prefer to let fund manager decide how much to invest in equity and in debt
  • Aiming for long-term wealth creation
  • With a 5+ year investment horizon
  • Who are new/unfamiliar with market’s ups and downs
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FAQ for Infinity Hybrid Long-Short Fund - Direct Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Infinity Hybrid Long-Short Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Infinity Hybrid Long-Short Fund - Direct Plan can be bought from the Kotak Mahindra Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

Over the past five years, Infinity Hybrid Long-Short Fund - Direct Plan has delivered an annualised return of --% as of 01-Aug-2026.

The minimum investment required to start investing in Infinity Hybrid Long-Short Fund - Direct Plan is ₹10,00,000 for the lump sum option and ₹10,000 for the SIP (Systematic Investment Plan) option.