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Summit Active Asset Allocator Long-Short Fund
Invesco Asset Management (India) Private Limited
active_asset_allocator
⚠️Moderate
📋 NFO Pending
⚠️
Risk Profile
SEBI Risk Band
Low
Mod-Low
Moderate
High
Very High
Band 3
Derivatives use≤25.00%
LiquidityEvery Monday and Wednesday (next business day if a holiday)
Suitable for investors with
₹0Cr+ surplus3+ year horizonHigh risk toleranceDerivatives awareness
NFO status
NFO open · closes 26 Oct (12 days left)
Scheme opens12 Oct 2026
Scheme closes26 Oct 2026
NAVs and returns appear once units are allotted.
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ISID key facts
Full name
Summit Active Asset Allocator Long-Short Fund
AMC
Invesco Asset Management (India) Private Limited
Fund category
SIF — hybrid
Benchmark
40% Nifty 500 TRI + 40% CRISIL Short Term Bond Fund Index + 20% iCOMDEX Composite Index
Scheme opens
12 Oct 2026
Min investment
₹ 10,00,000
Equity allocation
65–100% in listed equities
Tax: Depends on the strategy's asset mix. Equity-oriented strategies (at least 65% in listed Indian equity): gains taxed at 20% if units are held up to 12 months, 12.5% if held longer. Strategies with more than 65% in debt: gains taxed at your income-tax slab rate, whatever the holding period. Other mixes follow different rules. See this strategy's ISID and consult a tax adviser.