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Altiva Hybrid Long-Short Reg IDCW-P

4–7 yearsInvestment Horizon

Performance and Risk Analysis

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

Risk Profile

Risk Profile

Strategy Details

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

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Services11.78%
Financial Services20.03%
Capital Goods19.35%
Energy & Infra19.15%
Utilities5.6%
Technology10.64%
Consumers13.44%

Geographic Allocation

Domestic100%
Top Stock Holdings

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

Fund Manager Track Record

BJ

Bhavesh Jain

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

Team

80 years

Combined Team Experience

AUM

₹ 70,608 Cr

Assets Under Management

AV
Amit Vora
Co-Portfolio Manager

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

KK
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.

BL
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.

Operational & Regulatory Details

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

iconCosts and Fees

Total Expense Ratio (TER)2.16%

iconRegulatory & Tax Information

INF754K30060
verified
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)
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