The open-ended investment strategy will invest primarily in mid- and small-cap companies outside the top 100 stocks by market capitalisation. The fund will also have the flexibility to take limited short positions through derivatives in non-large-cap stocks.
According to the scheme information, the strategy will allocate at least 65% of its portfolio to companies outside the top 100 by market capitalisation. It may invest up to 35% in large-cap stocks and up to 25% in debt instruments, including treasury bills, money market securities and corporate bonds.
The fund can take unhedged short positions of up to 25% through derivatives in mid- and small-cap stocks. It may also invest up to 20% of its assets in Infrastructure Investment Trusts (InvITs).
The scheme aims to generate long-term capital appreciation while using derivatives to hedge equity exposure and manage downside risks during weak market phases.
The fund will benchmark its performance against the BSE 500 Total Return Index (TRI). Mayur Patel, Harsh Agarwal, Milan Mody and Pranav Mise will manage the strategy.
The minimum investment amount has been set at Rs 10 lakh, while accredited investors can participate with a minimum investment of Rs 1 lakh. The scheme will levy an exit load of 0.5% on redemptions made within three months from the date of allotment.
The launch marks the third investment strategy under the DynaSIF platform.
360 ONE Mutual Fund had earlier introduced the DynaSIF Equity Long-Short Fund in February and the DynaSIF Active Asset Allocator Long-Short Fund in March.
As of May 31, 2026, the DynaSIF platform managed assets worth about ₹455 crore, while 360 ONE Mutual Fund’s overall assets under management stood at around ₹13,403 crore.
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First Published: Jun 4, 2026 11:39 AM IST
