Altiva Equity Ex- Top 100 Long - Short Fund Growth

SIF

India Multi Asset

Equity

Balanced Growth

Investor Profile

1–5 YearsInvestment Horizon

HNI,MATarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

What This Strategy Does

Altiva Equity Ex-Top 100 L-S Reg Gr is an equity fund which captures India's ₹30 trillion mid-cap opportunity through a long-short strategy, deploying capital across industrials, financials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

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

Fund Performance

-3.0% AnnuallyAlpha

+6.1% vs +9.1% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Altiva Equity Ex- Top 100 Long - Short Fund Growth

Benchmark Index

Benchmark Performance Comparison

Altiva Equity Ex-Top 100 L-S Reg Gr

NIFTY 50

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

Captures India's next generation of growth leaders before they become household names. This strategy invests in companies outside the top 100 by market cap, providing exposure to emerging businesses with significant upside potential as they scale and gain market share.

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

INF754K30136

ISIN

Nifty 50Benchmark

STCG | <null Months null%

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

Tax Implications (India)