RedHex Hybrid Long-Short Fund

BY HSBC MUTUAL FUND

Hybrid
Long-Short

RedHex Hybrid Long-Short Fund offers an intermediate investment that combines the regulatory transparency of MFs with portfolio flexibility. The investment objective is to generate regular returns and capital appreciation by investing in fixed income securities and equity and equity related securities

Min. investment₹10L

Accredited investors can invest in this SIF starting ₹1 lakh. Know more

Risk
Low risk
Inception date2-Jun-26

Investment Approach

A dynamic hybrid strategy that combines multiple asset classes with active risk management:

Debt/INVIT units (Upto 65%)

Debt/INVIT units (Upto 65%)

Includes Bonds (Rated Median 'A' at 45-50%) for yield pick-up and accrual, and Liquid Securities (AAA/Sov at 15-20%) for liquidity and margin needs.

Equity Arbitrage/REIT units (Minimum 35%)

Equity Arbitrage/REIT units (Minimum 35%)

Non-Directional Strategy

Non-Directional Strategy

Alpha Generation Opportunities

Alpha Generation Opportunities

Why Invest in This SIF

Targeting high accrual benefits and low volatility

Targeting high accrual benefits and low volatility

Core allocation to arbitrage and fixed income ensures fixed income like returns. Alpha generation by way of steady accruals driven by participation in credit opportunities

Fit for all seasons

Fit for all seasons

Consistent credit exposure aims to generate healthy absolute income levels, irrespective of overall market direction in the medium term

Tax and risk-return efficiency

Tax and risk-return efficiency

Investors benefit from long-term capital gains taxed over 1-year for listed and 2-years period for unlisted at 12.5%

Robust risk management

Robust risk management

Active management and strict strategy level risk controls help reduce portfolio volatility, provide downside protection, and deliver more stable outcomes

Fund Managers

Shriram Ramanathan

Shriram is a B.E. (Electrical), PGDBM from XLRI Jamshedpur and CFA.

Venugopal Manghat

Mr. Manghat is a B.Sc (Mathematics) and MBA (Finance).

Praveen Ayathan

Mr. Praveen is a B.Sc (Mathematics).

Mayank Chaturvedi

Chartered Accountant (ICAI) CFA Level 2 (Charlottsville, USA) B.Com (Ahmedabad University)

Frequently Asked Questions (FAQs)

SIFs and Mutual Funds are different types of funds offered by the same AMCs. They have several similarities such as being SEBI-regulated, a similar investing experience with digital onboarding, online transactions, being SIP-enabled, and similar taxation.