iSIF hybrid Long Short Fund Plan Review🔥How to invest in ICICI Pru Hybrid SIF

Summary

ICICI Mutual Fund has launched two new SIF funds: one in the equity category and the other in the hybrid category. The Hybrid Long Short Fund offers a balanced risk approach, combining debt and equity investments. It uses strategies like long-short equity, short options, and technical analysis to reduce downside risk while maximizing returns. With a minimum investment of ₹1 lakh, the fund aims to provide better alpha and risk-adjusted returns, making it an attractive option for those seeking moderate risk. The NFO period is from January 16 to January 30, 2026, and online investment options are available.

Takeaways

• 😀 Two new SIF funds have been launched by ICICI Mutual Fund: one in the equity category and the other in the hybrid category.
• 😀 The hybrid fund, known as the Hybrid Long Short Fund, combines both debt and equity investments to reduce risk while increasing return potential.
• 😀 The NFO (New Fund Offer) for the Hybrid Long Short Fund will run from January 16 to January 30, 2026.
• 😀 The hybrid fund aims to protect against downside risk using a long-short strategy, while aiming to generate alpha during good market conditions.
• 😀 The fund uses four strategies: 1) selecting strong fundamental stocks for equity, 2) using short strategies to protect against downturns, 3) applying technical analysis to generate income, and 4) investing in special opportunities like IPOs or buybacks.
• 😀 The fund aims to balance risk and performance across different market cycles (uptrend, downtrend, sideways markets).
• 😀 ICICI Mutual Fund has 30 years of experience, with 70+ fund managers and analysts, and a strong track record in equity derivatives exposure.
• 😀 Unlike traditional mutual funds, the SIF offers the flexibility of a Portfolio Management Service (PMS), but with a minimum investment of ₹1 lakh instead of ₹50 lakh required for PMS.
• 😀 The fund allows investors to choose between direct or advisory routes for investment, with the advisory route offering support and guidance for those with less knowledge.
• 😀 Investors can use SIP (Systematic Investment Plan) for regular investments, with options for daily, monthly, weekly, or quarterly SIPs.
• 😀 There is a 1% exit load if withdrawn before 12 months, but no exit load after 1 year. Withdrawals are allowed twice a week (Monday and Thursday).

Q & A

What is the difference between the two new SIF funds launched by ICICI Mutual Fund Company?

The first fund belongs to the equity category, which is more aggressive, and the second fund is in the hybrid category, which aims for moderate risk with a balanced investment approach between equity and debt.

What is the main objective of the Hybrid Long Short Fund?

The main objective of the Hybrid Long Short Fund is to protect downside risk and generate better returns (alpha) in positive market conditions, while reducing potential losses in negative or volatile markets.

What is the NFO period for the Hybrid Long Short Fund?

The NFO (New Fund Offer) period for the Hybrid Long Short Fund runs from January 16 to January 30, 2026.

What are the four layers of protection in the Hybrid Long Short Fund?

The four layers of protection are: 1) Strong fundamentals in equity holdings for growth when the market performs well, 2) A short strategy to protect downside risk during market downturns using covered calls and arbitrage, 3) A day and cash strategy to generate fixed income even in a down market, and 4) Special situation investments like IPOs, QIPs, or buybacks for additional opportunities.

How does the fund manager ensure reduced risk in the Hybrid Long Short Fund?

The fund manager uses a combination of equity, debt, and long-short strategies to manage risks. This includes balancing investments between market cycles, protecting against downside risks, and identifying potential opportunities during market volatility.

How is the Hybrid Long Short Fund different from regular mutual funds?

While both SIFs and mutual funds offer transparency, SIFs provide more flexibility, similar to a Portfolio Management Service (PMS), allowing investors to access advanced strategies with a lower minimum investment compared to PMS, which typically requires ₹50 lakh.

What is the minimum investment required for the Hybrid Long Short Fund?

The minimum investment required is ₹1 lakh, which allows access to the services of a PMS, compared to the ₹50 lakh minimum investment in traditional PMS options.

What types of SIPs are available for the Hybrid Long Short Fund?

The fund allows daily SIPs with a minimum of ₹5,000, and monthly SIPs with a minimum of ₹10,000. You can also do weekly, fortnightly, or quarterly SIPs in specified multiples.

What happens if an investor withdraws funds before 12 months?

If an investor withdraws funds before completing 12 months, an exit load of 1% will be charged. However, there is no exit load after one year.

What are the two ways to invest in the Hybrid Long Short Fund?

Investors can either invest directly in the fund without any advisory support, or they can invest through an advisor, which will provide additional guidance and technical support.