Summit Active Asset Allocator Long Short Fund Direct Growth

Launch date12 Oct 2026
Allotment date--
End date26 Oct 2026
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: --

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

--

Understand terms

Minimum investment amounts

Min. for 1st investment₹10,00,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Fund house & investment objective

Rank (total assets)#16 in India
Total AUM₹1,67,175.20Cr
Date of Incorporation24 Jul 2006

Summit Active Asset Allocator Long Short Fund Direct Growth is a -- Mutual Fund Scheme launched by Invesco Mutual Fund. This scheme was made available to investors on 24 Jul 2006. Deepak Gupta is the Current Fund Manager of Summit Active Asset Allocator Long Short Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,67,175 Cr and the Latest NAV as of 12 Oct 2026 is ₹10.00. The Summit Active Asset Allocator Long Short Fund Direct Growth is rated High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹10,00,000. ;

Investment Objective

This scheme seeks to generate income by actively seeking arbitrage opportunities and investing across multiple asset classes, such as equity & equity related instruments, fixed income instruments and commodity derivatives, while taking limited short exposure on permitted instruments through derivatives to optimize returns and manage risk. ;

Fund house contact details

Address
B-1001, B Wing, 10th Floor, Marathon Futurex,N. M. Joshi Marg, Lower Parel,Mumbai, Maharashtra Mumbai 400013
Phone
+91 022-67310000
Launch Date
24 Jul 2006

Peer Comparison