Altiva Hybrid Long-Short Fund Growth

SIF

India Multi Asset

Hybrid

Empty

1-7 YearsInvestment Horizon

HNI,MATarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

What This Strategy Does

Altiva Hybrid Long-Short Fund Regular Growth is an equity hybrid fund which captures India's ₹100 trillion financialization and corporate capex opportunity through long-short positioning, deploying capital across financials, industrials, and technology to achieve benchmark-aligned compounding.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

0.0% AnnuallyAlpha

+7.9% vs +-10.4% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Altiva Hybrid Long-Short Fund Growth

Benchmark Index

Benchmark Performance Comparison

Altiva Hybrid Long-Short Reg Gr

NIFTY 50 + FD Returns

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results and there is no assurance that the scheme's objective will be achieved. Specialised Investment Funds (SIF) involve a higher degree of risk and a minimum investment of ₹10 Lakhs.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Combines long and short positions to generate alpha across market cycles. The long-short approach aims to capture upside from rising stocks while hedging downside risk through short selling, creating a smoother return profile. This flexibility allows the fund to stay invested and compound gains through volatility.

Broader Market View

Market Outlook

India’s economic outlook remains supported by domestic consumption, infrastructure development, urbanisation, and long-term investment activity. While global uncertainties, inflationary pressures, and evolving interest-rate conditions may contribute to near-term volatility, underlying economic fundamentals remain supportive of long-term growth. A selective approach focused on valuations, asset quality, and sustainable returns remains important across market cycles.

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Regulatory & Tax Information

INF754K30052

ISIN

STCG | <null Months null%

LTCG | >null Months null% on gain above 1.25 Lakh

Tax Implications (India)