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Infinity Hybrid Long-Short Fund
Kotak Mahindra Asset Management Company Ltd
hybrid_long_short
✓Low
✓ Active
✓ AI Summary
- •Combines equity, equity arbitrage, and short-to-medium-term debt instruments with an active hedging engine, structurally permitted to use up to 25% short exposure against indices or securities via derivatives.
- •Open-ended interval strategy under Kotak Mahindra Mutual Fund's Infinity SIF Platform, evaluated against the Nifty 50 Hybrid Composite Debt 50:50 Index.
AI-generated summary of this strategy's ISID. It may contain errors; check the ISID before investing.
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Risk Profile
SEBI Risk Band
Low
Mod-Low
Moderate
High
Very High
Band 1
Derivatives use≤25.00%
LiquidityTwice a week - Monday and Wednesday
Suitable for investors with
₹0Cr+ surplus3+ year horizon
NAV (Today)
₹10.40
↑ 0.28%
13 Oct
Since Inception
↑ 4.04%
Jul 2026
Period Returns
1 Month+0.40%
3 Months+3.07%
YTD+4.04%
Fund House
Kotak Mahindra Asset Management Company Ltd
Category
Hybrid long-short
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Plan Shown
Direct Growth
Core Idea
Hybrid Long Short
Investment approach
Expense Ratio
1.85%
Regular plan TER
Risk Label
Low
Band 1
ISIN (Payout)
INF174K30012
Minimum Investment
₹10,00,000
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ISID key facts
Full name
Infinity Hybrid Long-Short Fund
AMC
Kotak Mahindra Asset Management Company Ltd
Fund category
SIF — hybrid
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Scheme opens
9 Jul 2026
Min investment
₹ 10,00,000
Exit load
0.000% if redeemed within — days
Assets Under Management
₹ 1,772 Cr
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.
Fund Managers
Mr. Abhishek Bisen
Fund Manager (Debt and Money Market investment)
20+years of experience
Background
- •BA Management, MBA Finance, EPAF from IIM-C.
- •With Kotak AMC since October 2006, responsible for fund management of debt schemes.
- •Prior to joining Kotak AMC, worked at Securities Trading Corporation of India Ltd on Sales & Trading of Fixed Income Products and Portfolio Advisory.
Mr. Hiten Shah
Fund Manager (Equity and Overseas investment)
18+years of experience
Background
- •MMS in Finance from Mumbai University and B.Com, with over 18 years of work experience.
- •Prior to Kotak Mahindra Mutual Fund, spent over 8 years at Edelweiss Asset Management as Co-Fund Manager and Chief Dealer in equities, and over 3 years at Edelweiss Securities Ltd as a low-risk arbitrage trader.