Quant launches QSIF Sector Rotation Long-Short Fund; Targets High-Growth Sectors Through Selective Long And Short Exposure

Mumbai, October 31, 2025: Quant Mutual Fund has announced the launch of the QSIF Sector Rotation Long-Short Fund, an open-ended thematic investing strategy designed to capitalise on cyclical opportunities across key sectors of the Indian economy. The fund aims to deliver long-term capital appreciation by taking concentrated equity positions in up to four high-potential sectors while maintaining modest short exposure through derivatives to manage downside risks..

Fund Snapshot

The fund follows an open-ended equity investment approach, allowing limited short exposure through derivatives while targeting long-term capital appreciation via dynamic rotations across up to four sectors. It is benchmarked against the NIFTY 500 Total Return Index (TRI) and is classified under the high-risk category (Level 5).

Each unit is priced at ₹10. The minimum investment required is ₹10 lakh, except for accredited investors, for whom the minimum is reduced to ₹1 lakh. Units may be purchased or redeemed daily. Both regular and direct plans are available, with the option to select either the Growth or Income Distribution cum Capital Withdrawal (IDCW) variant. The fund is managed by Sandeep Tandon, Lokesh Garg, Ankit Pande, Sameer Kate, and Sanjeev Sharma.

Asset Allocation

The fund will allocate 80%–100% of its portfolio to equities across up to four sectors, with the remaining up to 20% invested in debt, money market instruments, REITs, or InvITs. Sector rotation will be guided by macroeconomic indicators and cyclical market trends, selecting four out of twelve key sectors at a time.

Investment Approach

The strategy invests around 80–100% of its portfolio in equities while taking limited unhedged short positions—capped at 25%—through derivatives. These may include index futures, single-stock futures, or options, used to manage downside risk or benefit from market declines.

For short-selling, the fund adopts multiple techniques such as short futures, synthetic shorts, bear spreads, and ratio put spreads, depending on market conditions. This flexible approach enables efficient sector rotation and aims to achieve superior risk-adjusted returns.

Expense & Charges

The maximum total expense ratio for the Regular Plan may not exceed 2.25% of daily net assets, plus an allowance of 0.30% for specific cities and a maximum of 0.05% for other permitted expenses under Regulation 52(6A)(c).

Management & Oversight

Sandeep Tandon serves as the Founder and Chief Investment Officer of Quant Group, bringing over three decades of experience in capital markets. He is supported by a highly qualified team of senior fund managers, each with at least 15 years of experience in long-short equity and derivatives. Collectively, their extensive expertise underscores the firm’s depth of knowledge.

The Net Asset Value (NAV) of the fund will be declared within five business days of unit allocation. Subsequently, the NAV will be published daily on the AMC’s official website as well as on the AMFI portal.

Key Investor Details

The minimum application amount for investors to invest in the NFO is ₹10 lakh, or ₹1 lakh for accredited investors. The SIP, SWP, and STP options start at ₹10,000 and require a minimum of 6 instalments. There is no entry load, and redemption proceeds will be sent within three working days.

Quant Money Managers Ltd runs the Quant Mutual Fund from Prabhadevi, Mumbai. They take a data-driven approach, leveraging macro-quantitative strategies across equities and derivatives. They’re always on the lookout for dynamic sectors and thematic plays in India’s capital markets.

REF: https://www.sebi.gov.in/sebi_data/attachdocs/oct-2025/1761822816006.pdf

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