Altiva Hybrid Long-Short Reg Gr

25%

Diversified

Hybrid

India Multi Asset

Others

Emotionally driven Investor Profile

Investor Profile

4–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget 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

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Altiva Hybrid Long-Short Reg Gr

Benchmark Index

Benchmark Performance Comparison

Edelweiss Altiva Hybrid Long Short Fund

NIFTY 50 + FD Returns

Risk Profile

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.

Portfolio Holdings Overview

SectoralAllocation

Consumers13.44%

Services11.78%

Energy & Infra19.15%

Technology10.64%

Utilities5.6%

Financial Services20.03%

Capital Goods19.35%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

The Clearing Corporation Of India Ltd.Utilities14.99%

Cash Offset For DerivativesUtilities5.67%

Adani Enterprises LtdEnergy & Infra2.09%

Adani Energy Solutions LtdUtilities1.91%

Rec LimitedUtilities1.72%

Embassy Office Parks REITEnergy & Infra1.56%

Titan Co LtdConsumers1.51%

Small Industries Development Bank of IndiaUtilities1.51%

Indus Towers Ltd Ordinary SharesServices1.50%

Grasim Industries LtdCapital Goods1.47%

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

80 years

Combined Team Experience

₹ 70,608 Cr

Assets Under Management

Kedar Karnik

Co-Portfolio Manager

Mr. Kedar Karnik has experience of 22 years. Manages 118 funds at Altiva SIF by Edelweiss Mutual Fund with an AUM of approximately ₹17,930 Cr Holds a B.E. degree.

Bhavesh Jain

Co-Portfolio Manager

Bhavesh Jain has experience of 2 years. Manages 48 funds at Altiva SIF by Edelweiss Mutual Fund with an AUM of approximately ₹309 Cr

Bharat Lahoti

Co-Portfolio Manager

Mr. Bharat Lahoti has experience of 20 years. Manages 177 funds at Altiva SIF by Edelweiss Mutual Fund with an AUM of approximately ₹28,490 Cr Holds a MMS degree.

CW Expert Take

Altiva Hybrid Long-Short Fund combines equity and debt strategies with a focus on risk-adjusted returns. Their investment approach utilizes long and short positions to navigate market cycles while maintaining a balanced allocation between stocks and bonds. The fund house leverages fundamental research capabilities across asset classes, from sector analysis in equities to credit assessment in fixed income. Altiva aims to deliver consistent performance through disciplined portfolio construction and active management.

Operational & Regulatory Details

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

Costs and Fees

Total Expense Ratio (TER)2.16%

Regulatory & Tax Information

INF754K30052

ISIN

DailyDealing Frequency

CRISIL Hybrid 50+50 Moderate TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)