Geojit Alternates

Geojit Yield Plus is a Category III AIF – Long/Short Fund that seeks to consistently deliver risk - adjusted absolute returns for investors, over long term. The fund deploys both long and short positions using diverse derivatives strategies to generate returns from both upward and downward price movements while maintaining a low risk profile.

About the product

Returns

Aim an Alpha of ~150-200 bps (post fees, expenses & taxes) over risk-free rate.

Financial Instruments

The fund shall invest in equity derivatives instruments using quantitative and technical analysis to identify opportunities.

Strategies

Use of diverse investment strategies to meet the risk and return objectives.

Risk Profile

The fund aims to maintain a low risk profile with managed risks and flexibility to adjust these risk exposures.

Investment Characteristics

investment

investment

All-Weather product

Endeavor to profit in any market condition

Diversification

Shifting risks to more than one strategy reduces the risk of overall investments

Low Correlation

Low correlation to other asset classes

Natural Hedge

Portfolio strategies employed, naturally hedge each other

Dynamic Management

Not required to maintain static exposures

Risk Management

Low Volatility & Low Drawdown

Systemic balancing of exposures and set drawdown cap

Hedging

Portfolio protection by hedging exposures

Leverage

Low or no leverage

High Liquidity

Use of marketable securities

No Counterparty risk

Use of securities listed on the exchange

Suitability

Diagram

Diagram

Consistent Returns

Investors seeking consistent returns regardless of market conditions, with minimal to low volatility on capital deployed

Diversification

Investors seeking to diversify their investments and complement their existing portfolio allocation

Low Correlation

Investors looking for investments with low correlation to traditional assets, to reduce overall portfolio risk

Medium-Term Horizon

Suitable for investors with a medium-term horizon and the ability to withstand potential short-term volatility

Moderate Tolerance

Investors with moderate volatility tolerance