Altiva Hybrid Long-Short Fund
SIF
Balanced Growth
Investor Profile1–5 YearsInvestment Horizon
HNI,MATarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
12.3% AnnuallyAlpha
+2.2% vs +-10.2% benchmarkSince Inception
+0.0% vs +0.0% benchmark3Y Annualized
+0.0% vs +0.0% benchmark5Y Annualized
Altiva Hybrid Long-Short Fund
Benchmark Index
Benchmark Performance Comparison
Altiva Hybrid Long-Short Reg IDCW-P
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.
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
INF754K30060
ISINNifty 50Benchmark
STCG | <null Months null%
LTCG | >null Months null% on gain above 1.25 Lakh
Tax Implications (India)