Specialised Investment Fund · NFO
Invesco Mutual Fund
Summit Active Asset Allocator Long-Short Fund
The strength of a multi-arbitrage approach
NFO Period
Live NFO12 Oct 2026 – 26 Oct 2026
2 days left to invest
AMC helpline · 1800 209 0007
Strategy
Arbitrage+
Higher return potential than conventional arbitrage
Volatility
Low
Predominantly hedged positions
Minimum investment
₹10 lakh
Per application, lumpsum
Suitable for
Medium term
Income over medium-term
Overview
About the NFO
The Strategy
A multi-asset arbitrage strategy designed to capture pricing inefficiencies across multiple markets through predominantly hedged positions — seeking higher return potential than conventional arbitrage while maintaining low volatility.
Specialized Investment Funds (SIFs) are a new investment category introduced by SEBI, designed for investors seeking access to a broader investment universe and more sophisticated investment approaches.
01
Capture diverse arbitrage opportunities across asset classes
02
Relies on a core arbitrage strategy to anchor the portfolio
03
Deploys tactical arbitrage to capture additional opportunities
04
Aims for potential higher returns than conventional arbitrage
Strategy
Our Investment Approach
Core arbitrage anchors the portfolio; enhancers add tactical return potential.
Core Arbitrage
Plain Arbitrage
Cash and Futures Arbitrage.
Synthetic Arbitrage
Arbitrage via synthetic futures created with options.
Enhancers
Index Arbitrage
Arbitrage opportunities such as between index futures and constituents.
Special Situations Arbitrage
Multiple avenues like OFS / QIP / Buyback / Mergers.
Commodity Arbitrage
Commodities arbitrage in cash & futures market.
Debt & Margin Float
High credit quality debt instruments including CPs offering higher yields.
Based on current views and subject to change from time to time. This is an indicative and non-exhaustive list of sub-strategies the investment strategy intends to follow.
Risk
Risk Profile & Fund Managers
Risk-band of the investment strategy
Benchmark risk-band
Investment considerations
Investments in Specialized Investment Funds involve relatively higher risk including potential loss of capital, liquidity risk and market volatility. This product is suitable for investors seeking income over medium-term and investments across equity & equity related instruments, fixed income instruments, commodity derivatives, and arbitrage opportunities.
Who Manages This Fund
Fund Manager
Deepak Gupta
Full professional biography not yet published in the fund’s factsheet disclosures.
Fees & Plan
Costs, Minimums & Access
Minimum Investment
₹10 lakh
Per application, lumpsum
NFO Period
12 Oct 2026 – 26 Oct 2026
FAQs
Frequently Asked Questions
What is Summit Active Asset Allocator Long-Short Fund?
An internal investment strategy dynamically investing across equity, debt, equity and debt derivatives, InvITs and commodity derivatives, including limited short exposure on permitted instruments through derivatives.
What is the investment approach?
A multi-asset arbitrage approach: core arbitrage (plain and synthetic) anchors the portfolio, while enhancers such as index arbitrage, special situations, commodity arbitrage and debt/margin float add tactical return potential.
What is the minimum investment amount?
₹10,00,000 per application and in multiples of ₹1 thereafter (₹1,00,000 for Accredited Investors).
Documents
Offer Documents & Disclosures
SIF Disclaimer: The Risk Band has been specified by AMFI. Product labelling is based on internal assessment of the characteristics of the investment strategy or model portfolio and may vary post NFO when the actual investments are made. Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility. Please read all investment strategy related documents carefully before making the investment decision.
Ready when you are
Invest through SIF Edge
Speak to our team about Summit Active Asset Allocator Long-Short Fund — onboarding, suitability and paperwork handled end to end.