Independent research on India's Specialized Investment Funds
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Prism Hybrid Long-Short Fund

Jio BlackRock Mutual Fund
Direct NAV10.2054-0.12%As on 11 Sept 2026
1Y Return
AUM₹179 Cr
Min. Investment₹10,00,000

NAV history

Fund NAV

Performance vs. benchmark

PeriodFundNifty 50 Hybrid Composite Debt 50:50 Index (TRI)
1 Week+0.15%
15 Days+0.65%
1 Month+1.04%
3 Months
6 Months
1 Year
3 Years
5 Years
Since Inception+2.03%

Portfolio exposure

Gross exposure 80.8%
Net exposure 79.4%
Long exposure
80.1%
Short exposure
-0.7%
Cash & equivalents
20.6%
InstrumentSectorTypeWeight
Others Equity Total (remaining long positions)Equity - Long23.0%
TREPSCash & Equivalents21.5%
Union Bank of India CD (30-Oct-2026)CRISIL A1+Debt - Long14.0%
7.9% Bajaj Finance Ltd (13-Apr-2028)CRISIL AAADebt - Long11.4%
Treasury Bills (91/364 day)SovereignDebt - Long11.3%
8.12% L&T Finance Ltd (29-Jun-2029)CRISIL AAADebt - Long8.6%
Embassy Office Parks REITRealtyREIT2.7%
Bharat Heavy Electricals LtdElectrical EquipmentEquity - Long1.8%
Oracle Financial Services Software LtdIT - SoftwareEquity - Long1.7%
Mahindra & Mahindra LtdAutomobilesEquity - Long1.4%
Hero MotoCorp LtdAutomobilesEquity - Long1.4%
Samvardhana Motherson International LtdAuto ComponentsEquity - Long1.4%
Brookfield India Real Estate TrustRealtyREIT1.0%
Net Receivables / (Payables) & MarginCash & Equivalents-0.9%
Stock/Index Options (net)Equity - Short (Derivative)-0.7%
Cube Highways TrustTransport InfrastructureInvIT0.4%

Top holdings from the AMC's own portfolio disclosure — not the complete, line-by-line portfolio (which can run to 100+ positions). Gross/net exposure above is calculated from this subset, so it may differ slightly from the AMC's own published figures.

Investment strategy

Combines equity and debt exposure within one mandate, using long-short positioning across both to balance growth and income.

Key facts

Category
Hybrid Long-Short
Benchmark
Nifty 50 Hybrid Composite Debt 50:50 Index (TRI)
Launch date
17 Jul 2026
Expense ratio
0.40%
Exit load
Nil
Lock-in
Risk-o-meter
Risk Band 1 of 5 (Lower Risk) — SIF-specific risk band, distinct from the standard mutual fund risk-o-meter scale
Minimum investment
₹10,00,000
AMFI scheme code
SIF-139
ISIN (Direct, Growth)
INF22M030027
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