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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹100000

AUM (Fund size)

₹3,216 Cr

Lock In Period

N/A

Expense Ratio

1.67

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Exit Load

If the units are redeemed/ switched out on or before 90 days from the date of allotment - 0.50% of the applicable NAV.If the units are redeemed/ switched out after 90 days from the date of allotment - Nil.

Summary

Latest details for Altiva Hybrid Long-Short Fund Growth include a ₹10.4548 NAV as of Apr 20,2026 and returns since inception of --%. Minimum investments start at SIP ₹1000. The Altiva Hybrid Long-Short Fund Growth AUM is ₹3,216 Cr, with a lock-in of N/A years, expense ratio of 1.67%, and benchmark Nifty50 Hybrid Composite Debt 50:50 Index. Exit load is - If the units are redeemed/ switched out on or before 90 days from the date of allotment - 0.50% of the applicable NAV.If the units are redeemed/ switched out after 90 days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 2.09% returns, against a category average of 0.01% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.090.01297.26
6M0.001.60315.31
1Y0.004.46339.02
3Y0.0011.7855.84

Portfolio Analysis

  • Equity: 39.55%
  • Debt: 61.30%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.1.98%
2. IDFC First Bank Ltd.1.51%
3. RBL Bank Ltd.1.38%
4. ICICI Bank Ltd.0.70%
5. Bandhan Bank Ltd.0.63%
6. The Federal Bank Ltd.0.35%
7. Axis Bank Ltd.0.27%
8. AU Small Finance Bank Ltd.0.26%

1. Manappuram Finance Ltd.1.63%
2. Shriram Finance Ltd.1.56%
3. Muthoot Finance Ltd.1.24%
4. Cholamandalam Investment & Finance Company Ltd.0.34%

1. Bharti Airtel Ltd.1.90%
2. Vodafone Idea Ltd.0.77%

1. Glenmark Pharmaceuticals Ltd.0.74%
2. Biocon Ltd.0.61%
3. Aurobindo Pharma Ltd.0.50%
4. Laurus Labs Ltd.0.35%
5. Cipla Ltd.0.23%

1. INDIGRID INFRASTRUCTURE TRUST1.11%
2. CAPITAL INFRA TRUST0.75%
3. RAAJMARG INFRA INVESTMENT TRUST0.51%

1. Cigniti Technologies Ltd.1.10%
2. Infosys Ltd.0.54%
3. Mphasis Ltd.0.35%
4. Tata Elxsi Ltd.0.06%

1. Eternal Ltd.1.54%
2. Swiggy Ltd.0.04%

1. Multi Commodity Exchange Of India Ltd.1.04%
2. BSE Ltd.0.48%

1. Reliance Industries Ltd.1.04%
2. Bharat Petroleum Corporation Ltd.0.41%

1. Bharat Heavy Electricals Ltd.1.34%

1. Ashok Leyland Ltd.0.58%
2. Tata Motors Passenger Vehicles Ltd.0.48%

About Fund

Altiva Hybrid Long-Short Fund Growth managed by Edelweiss Mutual Fund SIF,is a Debt - Hybridscheme with Assets Under Management of ₹3,216 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 1.67. Under the expert guidance of Bhavesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Bhavesh Jain

Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundAxis Hybrid Fund - Series 35 Growth0189.87 CR1.07
This FundAltiva Hybrid Long-Short Fund Growth03216.06 CR1.67
Fund Name1Y3Y
This FundAxis Hybrid Fund - Series 35 Growth-4.1564-1.9411
This FundAltiva Hybrid Long-Short Fund Growth00

FAQs

Altiva Hybrid Long-Short Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Altiva Hybrid Long-Short Fund Growth is 1.67. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Altiva Hybrid Long-Short Fund Growth’s fund performance is as follows:
  • 1 Month : 2.09%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Altiva Hybrid Long-Short Fund Growth are updated daily based on NAV of ₹ 10.4548 as on Apr 20,2026. Since inception, the return has been 0.00%.

You can invest in Altiva Hybrid Long-Short Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Altiva Hybrid Long-Short Fund Growth is ₹3,216 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Altiva Hybrid Long-Short Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500