#QuantMutualFund #EquityExTop100 #LongShortFund #SIF #NFO2025 #MidcapInvestment #SmallCapStrategy #WealthCreation #SEBI #InvestmentOpportunities #IndianEconomy #SmartInvesting #MutualFundsIndia #FinancialPlanning #CapitalMarkets
Mumbai: In a bold move to capture growth across India’s mid and small-cap universe, Quant Mutual Fund has launched its latest offering — the Quant Equity Ex-Top 100 Long-Short Fund, under the newly introduced Specialised Investment Fund (SIF) category by SEBI. The fund is designed to strategically allocate capital beyond large-cap companies, while leveraging long-short strategies to manage market volatility and generate superior risk-adjusted returns.
The New Fund Offer (NFO) is currently open and will close on November 7, 2025. This launch marks a significant development in India’s mutual fund industry as investors increasingly seek diversified strategies that combine growth potential with active risk management.
What Makes This Fund Unique?
Unlike traditional mutual funds that focus heavily on blue-chip stocks (top 100 listed companies), the Quant Equity Ex-Top 100 Long-Short Fund will primarily invest in companies ranked beyond the top 100 by market capitalization. These segments — comprising mid-cap and small-cap companies — are often considered engines of future growth in India’s expanding economy.
Asset Allocation Strategy
-
65%–100% in equity and equity-related instruments of companies outside the top 100
-
Up to 35% in companies within the top 100
-
Up to 35% in debt and money market instruments (for liquidity and stability)
-
Up to 20% in REITs (Real Estate Investment Trusts) and InvITs (Infrastructure Investment Trusts)
-
Short positions up to 25% through derivatives
This flexible allocation, especially the ability to short-sell, gives the fund a tactical advantage in both rising and falling markets. By hedging exposures, the scheme aims to minimize downside risk while capitalizing on stock-specific opportunities.
Who Is This Fund For?
Quant Mutual Fund has stated that this scheme is specifically crafted for sophisticated retail investors and HNIs who understand market dynamics and are seeking long-term wealth creation through differentiated equity strategies.
The minimum investment of ₹10 lakh underlines that the product is positioned for serious investors, though Systematic Investment Plans (SIP) and Systematic Withdrawal Plans (SWP) are available from ₹10,000, with a minimum of six instalments.
An exit load of 1% will be charged on redemptions made within 15 days of allotment, reinforcing its long-term wealth-building objective.
Benchmark & Performance Outlook
The fund’s performance will be benchmarked against the Nifty 500 Total Return Index (TRI), indicating a broad-based comparative framework covering all major sectors and market cap segments.
Quant Mutual Fund believes that in the current economic landscape — where mid- and small-cap companies are expected to outperform large-caps due to India’s growth trajectory — this strategy could unlock significant alpha. The long-short mechanism is expected to cushion against sharp market corrections, which are common in smaller market segments.
Why Specialised Investment Funds (SIFs) Matter
This product belongs to the new SIF category introduced by SEBI in 2024 to bridge the gap between traditional mutual funds and premium investment products such as PMS (Portfolio Management Services) and AIFs (Alternative Investment Funds).
Benefits of SIFs:
-
Increased flexibility in asset allocation
-
Ability to deploy complex strategies like hedging and derivatives
-
Lower entry thresholds compared to PMS or AIFs
-
Focused themes and sectors tailored to niche investment goals
By launching this SIF, Quant MF is positioning itself as a pioneer in offering dynamic, strategy-driven investment solutions while maintaining regulatory safeguards for retail participation.
Market Experts Weigh In
Industry analysts suggest that the launch is well-timed. With India’s economic growth projected to remain in the 7% range and continued capital inflows supporting mid-cap valuations, funds that offer active hedging could appeal to investors wary of market volatility.
A senior market expert noted,
“Quant MF has built a reputation for using data-driven, liquidity-tracking models. Combining this with a long-short framework in the mid-cap space could help investors capitalize on market momentum while protecting capital.”
Investor Considerations
While the fund presents a compelling opportunity, financial advisors caution that investors should understand both the potential and risks. The long-short strategy involves derivatives, which require expert fund management. Additionally, investments in companies outside the top 100 may face higher volatility.
However, with Quant Mutual Fund’s history of navigating market cycles and delivering superior returns through active strategies, many investors are expected to view this NFO with optimism.
The Quant Equity Ex-Top 100 Long-Short Fund is not just another NFO — it represents a new chapter in India’s mutual fund industry where strategy, agility, and innovation converge. As investors increasingly look beyond traditional asset classes, such specialised funds could become vital tools for long-term wealth creation.
With its focus on emerging companies, risk-managed returns, and flexible investment mandates, this new fund offers a distinctive proposition for those looking to participate in India’s growth story, while protecting their portfolios from market uncertainties.
Hashtags
#QuantMutualFund #EquityExTop100 #LongShortFund #SIF #NFO2025 #MidcapInvestment #SmallCapStrategy #WealthCreation #SEBI #InvestmentOpportunities #IndianEconomy #SmartInvesting #MutualFundsIndia #FinancialPlanning #CapitalMarkets
