Sector Allocation
Distribution across different sectors
Mutual Fund Research
Summit Active Asset Allocator Long-Short Fund - Regular Plan - Growth
Fund Performance
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Historical NAV
- SI
SIP Returns
Historical performance of a ₹1,000 monthly SIP
| Investment Period | SIP Start Date | Amount Invested | Current Value | Absolute Return |
|---|---|---|---|---|
| Since Inception | 2026-10-30 | ₹1,000.00 | ₹1,001.00 | +0.10% |
Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.
Return Calculator
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Investment Duration
Projection uses the selected fund return as an annualized assumption. It does not predict future performance.
Estimated Investment Summary
Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%
Illustrative values only. Market returns are not fixed or guaranteed.
Portfolio Allocation
Explore asset allocation, sector exposure and company holdings.
Equity
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Debt
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Others
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Top Holdings
Company-wise portfolio exposure
Risk Ratios & Analysis
Understand the fund’s volatility, benchmark exposure and redemption characteristics.
σ
Standard Deviation
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Return volatility
β
Beta
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Benchmark sensitivity
S
Sharpe Ratio
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Risk-adjusted return
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Lock-in Period
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Redemption restriction
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Residual Maturity
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Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.
Fund Family
Compare schemes from Summit SIF by Invesco MF by performance, fundamentals and risk.
| Fund Name | 1Y Return | 3Y Return | Since Inception |
|---|---|---|---|
| Summit Equity Long-Short Fund - Regular Plan - Payout | 0.00% | 0.00% | 18.48% |
| Summit Equity Long-Short Fund - Regular Plan - Growth | 0.00% | 0.00% | 18.48% |
| Summit Equity Long-Short Fund - Regular Plan - Reinvestment | 0.00% | 0.00% | 18.48% |
| Summit Active Asset Allocator Long-Short Fund - Regular Plan - Growth | 0.00% | 0.00% | 7.57% |
Returns are historical and do not guarantee future performance.
View All Summit SIF by Invesco MF FundsScheme Details
Investment requirements and key fund information
Fund Information
- Min. SIP Amount
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- Min. Lumpsum Amount
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- AUM (in Cr.)
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- Expense Ratio (Regular)
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- Expense Ratio (Direct)
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- Lock-in Period
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- Fund Age
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- Benchmark
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Exit Load
Charges that may apply when you redeem units
N/A
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