qsif Sector Rotation Long-Short Fund - Growth Option - RegularPlan
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Solid MFIQ Score of 6.0/10 reflects sound fundamentals and risk management.
- Expense ratio (4.11%) is higher than category median (2.52%), which creates fee drag over time.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.56% | +6.32% | -0.76% |
| 3 Months | +5.86% | -0.20% | +6.06% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +7.46% | +4.03% | +3.43% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Investment in equity and equity-related instruments of maximum 4 sectors:- 80-100% | Per Scheme Mandate |
| Investment in debt and money market instruments:- 0-20% | Per Scheme Mandate |
| Investments in InVITS:- 0-20% | Per Scheme Mandate |
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 49.0 cr (AMFI Quarterly AAUM (All Plans) as of 2026-09-30). Positioned as too small relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| SBI HEALTHCARE OPPORTUNITIES FUND | 7.2 | +23.97% | 1.98% | 43.4% | Rs 6,504 cr | Compare → |
| UTI Healthcare Fund | 7.0 | +22.74% | 2.20% | 57.0% | Rs 1,536 cr | Compare → |
| Mirae Asset Healthcare Fund | 7.9 | +22.67% | - | 45.7% | Rs 3,828 cr | Compare → |
| Nippon India Taiwan Equity fund | 7.2 | +45.47% | 2.39% | -77.2% | Rs 806 cr | Compare → |
| DSP Healthcare Fund | 8.0 | +20.31% | 2.04% | 53.2% | Rs 3,946 cr | Compare → |
Frequently Asked Questions about qsif Sector Rotation Long Short Fund
What is the expense ratio of qsif Sector Rotation Long Short Fund?
qsif Sector Rotation Long Short Fund has a total expense ratio (TER) of 4.11% with a base expense ratio of 2.1%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages qsif Sector Rotation Long Short Fund?
qsif Sector Rotation Long Short Fund is managed by Sandeep Tandon (tenure: 0.5 years since 2026-05-15).
What are the historical returns of qsif Sector Rotation Long Short Fund?
qsif Sector Rotation Long Short Fund has a 1-year return of -.
How large is qsif Sector Rotation Long Short Fund?
qsif Sector Rotation Long Short Fund manages assets of Rs 49.0 cr, placing it in the 'too small' size band relative to Sectoral / Thematic peers.
How is qsif Sector Rotation Long Short Fund scored on MFIQ?
qsif Sector Rotation Long Short Fund holds an MFIQ Score of 6.0/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is qsif Sector Rotation Long Short Fund?
qsif Sector Rotation Long Short Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -4.88%.