Altiva Equity Ex-Top 100 L-S Reg Gr
What This Strategy Does
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
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.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Amit Vora
Amit Vora has experience of 6 years. Manages 99 funds at Altiva SIF by Edelweiss Mutual Fund with an AUM of approximately ₹23,878 Cr
24 years
Combined Team Experience
₹ 47,821 Cr
Assets Under Management
Trideep Bhattacharya
Co-Portfolio ManagerMr. Trideep Bhattacharya has experience of 18 years. Manages 89 funds at Altiva SIF by Edelweiss Mutual Fund with an AUM of approximately ₹23,943 Cr Holds a MBA degree.
CW Expert Take
Altiva Equity Ex-Top 100 L-S Reg Gr focuses on the mid-cap and small-cap segments of the Indian market. Their investment approach combines fundamental research with quantitative screening to identify quality businesses beyond the large-cap universe. The fund house maintains a concentrated portfolio with a long-term investment horizon, aiming to generate alpha through high-conviction stock selection.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)