Dyna Equity Long Short

Our view on the fund, the AMC, the strategy, the performance & the investment team.

IME's Review of Dyna Equity Long Short

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View on the Fund

Dyna Equity Long Short is among the earliest SIF strategies launched, with an objective of generating steady income with controlled volatility, similar in nature to a long–biased long–short approach. However, we currently maintain a neutral stance on the strategy. As both the SIF structure and the fund itself are still new, the track record is in the process of being established and We therefore prefer to observe the strategy’s execution over time before forming a stronger view.

Strategy

Fund's Strategy View

Diviniti Equity Long–Short is an equity long–short strategy that dynamically adjusts exposure across market conditions - Bull Markets, Bear Markets, and Volatile/Flat Markets, structured across four investment buckets: - **Long Exposure:** 80-100% (core equity exposure), which functions as a multi cap approach - **Equity Derivatives Short:** 0-25% (used selectively alpha generation during bearish stance) - **Debt:** 0-20% (used for cash management - invests in money market instrument, T-Bills, gov & corp bonds) - **InVits:** 0–20% (Option to invest during favorable opportunities)

Fund Performance

The funds aim to use shorts tactically to reduce portfolio volatility, downside protection during turbulent market conditions. Consistent ability to take such calls is key for low volatility returns over time.

Trailing Performance

1yr3yr5yrSince Inception
Dyna Equity Long Short

Performance as of: 31-Jan-26 | Inception Date: 01-Feb-26 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.

Investment team

Anup Maheshwari | 5-star rated FM

CIO | 27 yrs Experience | 8 yrs at current firm

Past Experience: DSP Blackrock (Executive VP)

Anup Maheshwari is Co-Founder & CIO of 360 ONE Asset. Anup is responsible for the investment and strategy for 360 ONE Asset’s business including mutual funds and Alternative Investment Funds (AIFs). He has over 25 years of work experience in the financial services sector. Prior to joining 360 ONE Asset, he has been associated with DSP Investment Managers for over 21 years as an Executive Vice President & Chief Investment Officer. He was also associated with HSBC Asset Management & Merrill Lynch.

Harsh Agarwal | 3-star rated FM

President - SIF | 24 yrs Experience | 1 yrs at current firm

Past Experience: Tata AMC (Head Alternatives)

Harsh Agarwal has nearly two decades of experience in long-short and alternative investing, with early career training under global hedge fund managers and quant PMs across stock selection, portfolio construction, and risk management using a blend of quantitative and fundamental approaches. Previously, as Head of Alternative Strategies at Tata AMC. He holds an MBA from Symbiosis Pune

IME's Review of Dyna SIF (360One)

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View on AMC

We maintain a neutral stance on the SIF arm of 360One AMC. While the SIF structure offers access to more sophisticated and differentiated investment strategies, it remains relatively new and lacks a meaningful track record, warranting caution given the higher complexity and risks involved. That said, investors specifically seeking advanced or differentiated strategies may consider this AMC, while acknowledging the limited operating history of the SIF platform

AMC's Pedigree

Dyna SIF is housed within 36One AMC, a large wealth management and brokerage firm in India with a strong focus on hiring experienced professionals. While the SIF platform itself is new, its credibility is anchored in 360One AMC’s decades-long experience in managing strategies across asset classes and structures.

AMC Team

The team is led by Anup Maheshwari (Group CIO), a well-known equity fund manager, and Harsh Agarwal (Head – SIF), who brings strong alternatives experience, including managing long-short strategies at Tata AMC The platform is further supported by 360 ONE AMC’s broader research team, which strengthens coverage and idea generation across sectors.

Investment Philosophy

Dyna SIF does not adhere to a single overarching investment philosophy at the AMC level, instead employing frameworks designed on a strategy-specific basis. Given that the SIF platform is still new, the AMC is in the process of establishing and refining its operating and investment frameworks within this structure

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Disclaimer MF/PMS/AIF/Direct Equities are all subject to market risks. Please read the scheme information and other related documents carefully prior to investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund or designing a portfolio that suits your needs. Market & other data on this site has been sourced from what are considered to be reliable sources. All views shared (product ratings, views on individual securities etc.) are the proprietary property of IME Capital and cannot be used in any form without explicit written consent. IME Capital Pvt. Ltd. makes no warranties or representations, express or implied, on products offered through the platform (and that of our partners) or on the correctness of data & views shared. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Detailed Disclaimer | © 2021 All rights reserved | ARN No: ARN-182445