Summit Equity Long-Short Fund-Direct Plan
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Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of Summit Equity Long-Short Fund-Direct Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
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Other details of Summit Equity Long-Short Fund-Direct Plan
Assets
₹-- Cr
Exit Load (Days)
0.50 (90)
Min. Investment (₹)
10,00,000
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
1,000
Min. No of Cheques
12
About Summit Equity Long-Short Fund-Direct Plan
Summit Equity Long-Short Fund-Direct Plan is a equity mutual fund scheme of Invesco Mutual Fund. Launched on July 22, 2026, it is currently managed by Hiten Jain. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.
Summit Equity Long-Short Fund-Direct Plan is mandated to invest at least 80 per cent of its assets in equity stocks at all times. These funds can take up to 25 per cent short exposure through unhedged equity derivative positions. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.
Investment Strategy
This scheme seeks to generate long-term capital appreciation by investing primarily in equity and equity-related instruments, combining directional equity investments with tactical short positions to provide risk-adjusted returns over traditional long-only strategies.
Suitability
Equity Long-Short SIFs are suitable for investors:
- Seeking exposure in a diversified set of stocks and derivatives for high returns
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
FAQ for Summit Equity Long-Short Fund-Direct Plan
How to Invest in Summit Equity Long-Short Fund-Direct Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Summit Equity 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, Summit Equity Long-Short Fund-Direct Plan can be bought from the Invesco 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.
What is the return of Summit Equity Long-Short Fund-Direct Plan in the last 5 years?
Over the past five years, Summit Equity Long-Short Fund-Direct Plan has delivered an annualised return of --% as of 02-Aug-2026.
What is the minimum investment required in Summit Equity Long-Short Fund-Direct Plan?
The minimum investment required to start investing in Summit Equity Long-Short Fund-Direct Plan is ₹10,00,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.
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