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  • An open-ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments.

  • It is suitable for investors with high risk-return profile and who can invest minimum Rs 10 lakhs.

How does the fund work?
  • Sapphire Equity Long Short SIF can take short positions up to 25% of net assets using derivatives.

  • Uses Franklin Templeton’s proprietary quant model to decide long and short positions.

  • Long positions can be 75% to 100% of net assets.

  • Short positions can be 0% to 25% of net assets.

  • Evaluates over 40 leading and lagging quantitative factors for portfolio construction and rebalancing.

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  • Exposure to short positions could help cushion during market downturns

  • Leverages Franklin Templeton’s global proprietary quant-based model

  • Dynamic management of long and short positions

  • Aims to minimize downside risks while optimizing long term growth

The recommended investment horizon is “5 years or more”
Alternative To

Suitable For
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Retirement Corpus

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Long Term Wealth Creation

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Education Corpus

Performance

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Portfolio

NAVs & Other Details

Scheme Details

Benchmark(s)
Entry LoadNil
Exit Load"1% if redeemed within 1 year"
AUM (Month end) -
Minimum Investment/Multiples for Fresh Purchase (₹)
Additional Investment/Multiples thereof (₹)

Financial Ratio

Managed funds by
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Daily NAVs

Plan NAV
Plan NAV
NAV in as on - 12/06/2023   Click here for Latest NAVs - AMFI
Click here for Latest NAVs - AMFI

IDCW History

Fund Documents

Product Label as on March 31, 2026

This product is suitable for Investors who are seeking*:
  • Long term capital appreciation.
  • Investing in equity and equity related instruments including limited short exposure in equity through derivative instruments.
Very High
The risk of the scheme is Risk Level 5.
*Investors should consult their financial distributors if in doubt about whether the product is suitable for them.
High

The risk of the benchmark is Risk Level 3.

Riskometer of Benchmark:Nifty 500 TRI

Query Contexts

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