Summit Equity Long-Short Fund - Direct Plan - Growth

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    Equity · Flexi CapNAV-AUM₹291 croreExpense ratio3.57%1YN/A3YN/A5YN/A

    Investment Objective

    To Generate Long-Term Capital Appreciation By Investing Primarily In Equity And Equity-Related Instruments, Combining Directional Equity Investments With Tactical Short Positions To Provide Risk-Adjusted Returns Over Traditional Long-Only Strategies. There…

    Performance vs Benchmark

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    At a glance

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    Asset Allocation

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    Key Metrics

    Fund size₹291 crore
    Expense ratio3.57% a year

    Trailing Returns

    1M3M6MYTD1Y3Y5Y7Y10Y
    This fundN/AN/AN/AN/AN/AN/AN/AN/AN/A

    Calendar Year Returns vs Benchmark

    Comparison with BSE 500 Index

    Summit Equity Long Short Fund Direct Plan Growth: summary

    Summit Equity Long Short Fund Direct Plan Growth is a Flexi Cap equity fund. Its benchmark is the BSE 500 Index. The expense ratio is 3.57% a year. It manages ₹291 crore.

    Calendar year returns against the BSE 500 Index

    From 2026 to 2026, the fund returned more than the BSE 500 Index in 1 of 1 calendar years. The 2026 figure is year to date.

    Year2026 YTD
    This fund-0.85%
    Benchmark-4.20%

    Investing in this fund from the UAE

    NRIs living in the UAE can generally invest in Indian mutual funds once their KYC is complete, paying from an NRE or NRO bank account.

    Some fund houses do not accept investments from residents of the United States or Canada, or accept them only offline with an extra declaration. If you live in either country, check the fund house's current policy before you invest.

    For an equity fund, India taxes gains on units held for 12 months or less at 20%. Gains on units held longer are taxed at 12.5% on the amount above ₹1.25 lakh in a financial year. Cess and any surcharge are added on top. For NRIs, the fund house deducts this tax when you redeem.

    The UAE does not levy personal income tax, and the India UAE tax treaty may affect how your gains are treated. The outcome depends on your tax residence and your facts, so confirm your own position with a tax adviser. Indian tax rates as of October 2026.

    About this data

    Fund data comes from RuDo Wealth fund analytics. Calendar year returns are compared with the benchmark that the fund house names for this fund. We order funds by published measures such as returns, volatility and years ahead of the benchmark, and we do not label any fund as the best. Method reviewed by Alok Kumar, Chief Executive Officer, RuDo Digital Wealth, October 2026.

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    RuDo Wealth is a fee-only cross-border advisory operating through two separate companies. India: RuDo Wealth Investment Advisory, SEBI Registered Investment Adviser, registration INA000019503. UAE: RuDo Digital Wealth, FSRA Financial Services Permission 220155, Category 3C (Retail), ADGM. The entity permitted to serve you depends on your country of residence.

    This page is general information, not a recommendation to buy or sell this fund. Past performance does not indicate future returns.