Sector Allocation
Distribution across different sectors
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Fund Performance
Historical performance of a ₹1,000 monthly SIP
| Investment Period | SIP Start Date | Amount Invested | Current Value | Absolute Return |
|---|---|---|---|---|
| One Week | 2026-10-27 | ₹1,000.00 | ₹1,027.81 | +2.78% |
| Two Week | 2026-10-19 | ₹1,000.00 | ₹1,019.70 | +1.97% |
| One Month | 2026-10-05 | ₹1,000.00 | ₹1,018.70 | +1.87% |
| Three Months | 2026-08-05 | ₹3,000.00 | ₹3,001.77 | +0.06% |
| Since Inception | 2026-07-22 | ₹4,000.00 | ₹4,036.47 | +0.91% |
Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.
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Projection uses the selected fund return as an annualized assumption. It does not predict future performance.
Illustrative values only. Market returns are not fixed or guaranteed.
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Distribution across different sectors
Company-wise portfolio exposure
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Compare similar mutual funds by performance, fundamentals and risk.
| Fund Name | 1Y Return | 3Y Return | Since Inception |
|---|---|---|---|
| Qsif Equity Long-Short Fund - Regular Plan - Growth | 7.37% | 0.00% | 8.17% |
| Quant Large And Mid Cap Fund - Regular Plan - Growth | 5.38% | 13.48% | 13.37% |
| HSBC Large & Mid Cap Fund - Regular Plan - Growth | 4.16% | 15.64% | 14.85% |
| Invesco India Large & Mid Cap Fund - Regular Plan - Growth | 2.31% | 19.64% | 13.01% |
| Motilal Oswal Large And Midcap Fund - Regular Plan - Growth | 1.28% | 19.45% | 19.68% |
| Bank Of India Large And Mid Cap Fund - Regular Plan - Growth | 1.02% | 12.92% | 13.65% |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 0.42% | 13.22% | 16.27% |
| Bank Of India Large And Mid Cap Fund - Regular Plan - Growth | 0.02% | 11.75% | 12.93% |
| Diviniti Equity Long Short Fund - Regular Plan - Growth | 0.00% | 0.00% | -14.83% |
| Qsif Equity Ex-Top 100 Long-Short Fund - Regular Plan - Growth | 0.00% | 0.00% | 11.11% |
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Plan - Growth | N/A | 1.28% |
| DSP Large & Mid Cap Fund - Regular Plan - Growth | N/A | 0.79% |
| Franklin India Large And Mid Cap Fund - Regular Plan - Growth | N/A | 1.66% |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | N/A | 1.23% |
| Helios Large And Midcap Fund - Regular Plan - Growth | N/A | 1.04% |
| HDFC Large & Mid Cap Fund - Regular Plan - Growth | N/A | N/A |
| Kotak Large & Mid Cap Fund - Regular Plan - Growth | N/A | 0.67% |
| SBI Large & Midcap Fund - Regular Plan - Growth | N/A | 0.86% |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | N/A | 0.85% |
| HSBC Large & Mid Cap Fund - Regular Plan - Growth | N/A | 1.39% |
| Fund Name | Std. Deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Large & Mid Cap Fund - Regular Plan - Growth | N/A | 0.99 | 0.27 |
| DSP Large & Mid Cap Fund - Regular Plan - Growth | N/A | 0.95 | 0.35 |
| Franklin India Large And Mid Cap Fund - Regular Plan - Growth | N/A | 0.89 | 0.26 |
| Bandhan Large & Mid Cap Fund - Regular Plan - Growth | N/A | 0.95 | 0.84 |
| Helios Large And Midcap Fund - Regular Plan - Growth | N/A | N/A | N/A |
| HDFC Large & Mid Cap Fund - Regular Plan - Growth | N/A | 0.98 | 0.377 |
| Kotak Large & Mid Cap Fund - Regular Plan - Growth | N/A | 0.93 | 0.4 |
| SBI Large & Midcap Fund - Regular Plan - Growth | N/A | 0.83 | 0.43 |
| Mahindra Manulife Large & Mid Cap Fund - Regular Plan - Growth | N/A | 0.89 | 0.28 |
| HSBC Large & Mid Cap Fund - Regular Plan - Growth | N/A | 1 | 0.58 |
Returns are historical and do not guarantee future performance.
View All Equity Large Mid Cap FundsCompare 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% | 12.83% |
| Summit Equity Long-Short Fund - Regular Plan - Growth | 0.00% | 0.00% | 12.83% |
| Summit Equity Long-Short Fund - Regular Plan - Reinvestment | 0.00% | 0.00% | 12.83% |
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Summit Equity Long-Short Fund - Regular Plan - Payout | N/A | N/A |
| Summit Equity Long-Short Fund - Regular Plan - Growth | N/A | N/A |
| Summit Equity Long-Short Fund - Regular Plan - Reinvestment | N/A | N/A |
| Fund Name | Std. Deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Summit Equity Long-Short Fund - Regular Plan - Payout | N/A | N/A | N/A |
| Summit Equity Long-Short Fund - Regular Plan - Growth | N/A | N/A | N/A |
| Summit Equity Long-Short Fund - Regular Plan - Reinvestment | N/A | N/A | N/A |
Returns are historical and do not guarantee future performance.
View All Summit SIF by Invesco MF FundsInvestment requirements and key fund information
Charges that may apply when you redeem units
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