Invesco Mutual Fund SIF launches Summit Active Asset Allocator Long Short Fund

NFO period: 12^th Oct - 26^th Oct, 2026

Highlights of the NFO:

• Scheme type - Interval investment strategy dynamically investing across equity, debt, equity and debt derivatives, InVITs and commodity derivatives, including limited short exposure on permitted instruments through derivatives.


• Investment objective - The investment objective of the scheme is to invest in stocks comprising the BSE Top 10 Banks Index in the same proportion as in the index to achieve returns equivalent to the Total Return Index of BSE Top 10 Banks Index (subject to tracking error).


• Product suitability - This product is suitable for investors who are seeking to generate income over medium-term. Investments across equity & equity related instruments, fixed income instruments, commodity derivatives, and arbitrage opportunities, while taking limited short exposure on permitted instruments through derivatives.


• Minimum Application Amount - Rs. 10,00,000 and in multiples of Re. 1 thereafter.


• Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Managers - Mr. Deepak Gupta


• Benchmark - 40% Nifty 500 TRI + 40% CRISIL Short Term Bond Fund Index + 20% iCOMDEX Composite Index