Quant Mutual Fund Secures SEBI Nod for QSIF Active Asset Allocator Long-Short Fund

Mumbai, October 8, 2025: Quant Mutual Fund has secured regulatory approval to launch a new internally managed strategy: the QSIF Active Asset Allocator Long-Short Fund. This marks the fund house’s formal entry into Specialized Investment Funds (SIFs). The scheme is designed to offer investors long-term capital appreciation and income generation through dynamic multi-asset allocation, while maintaining limited short exposure to manage risk effectively.

Quant Mutual Fund, managed by Quant Money Managers Limited, is part of the Quant Group, headquartered in Mumbai. Known for its data-driven investment framework and tactical asset allocation strategies, the fund house manages a diversified portfolio of equity, hybrid, and thematic schemes. With the launch of the qsif platform, quant expands into Specialized Investment Funds, aiming to deliver adaptive, high-conviction strategies aligned with dynamic market conditions.

Key Scheme Highlights

The QSIF Active Asset Allocator Long-Short Fund is an interval investment strategy under the Specialized Investment Fund (SIF) category. It aims for long-term capital appreciation and income generation by dynamically investing across equities, debt, derivatives, REITs, InvITs, and commodities, with up to 25% short exposure. Benchmarked against a mix of NSE 500 TRI, CRISIL Short Term Bond Fund Index, and iCOMDEX Composite Index, the fund requires a minimum investment of ₹10 lakh (₹1 lakh for accredited investors) and is proposed to be listed on NSE.

Investment Strategy and Allocation

The fund will adopt a dynamic long-short investment strategy wherein exposure across equity, debt, derivatives, REITs/InvITs, and commodities will be actively managed. The risk element lies in the fact that it allows up to 25% short derivative positions, but it will also help in optimising returns. REITs/InvITs and commodities will have a maximum exposure of 30% and 20% respectively.

The benchmark of the fund will be a composite index (offering a blend of equity, debt, and commodities that will align with the fund’s multi-asset investment philosophy.

Fund Management Expertise

The fund will be managed by a seasoned multi-manager team led by Sandeep Tandon, Founder and Chief Investment Officer of the quant Group, along with co-managers Lokesh Garg, Ankit Pande, Sameer Kate, and Sanjeev Sharma. Collectively, they bring decades of experience in equities, derivatives, and risk management.

Risk Profile and Liquidity

The fund falls under Risk Band Level 5, indicating a high-risk, high-reward profile. It will enable daily subscriptions and redemptions every Tuesday and Wednesday, providing periodic liquidity with an exchange listing for interim transactions. NAVs will be disclosed daily before 11:00 p.m. on the AMC and AMFI websites, ensuring transparency.

Fund Expenses and Deployment

The scheme’s total expense ratio (TER) is capped at 2% of the daily average net assets, with additional permissible expenses within the limits set by SEBI. Funds collected during the NFO will be deployed within 30 business days of allotment.

Management Commentary

Quant Money Manager Limited’s CEO expressed his hope in the fund’s multi-asset expertise and data-driven market intelligence that will offer investors a flexible vehicle that adapts across different market cycles. Even though the risk assumed may be higher, the fund will help create long-term value.

REF: https://www.sebi.gov.in/sebi_data/attachdocs/oct-2025/1759836898031.pdf

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