Altiva Hybrid Long-Short Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Altiva Hybrid Long-Short Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000000

AUM (Fund size)

₹7,010 Cr

Lock In Period

N/A

Expense Ratio

2.11

Exit Load

If the units are redeemed/ switched out on or before 30 days from the date of allotment - 0.50% of the applicable NAV.If the units are redeemed/ switched out after 30 days from the date of allotment - Nil.

Benchmark

Nifty50 Hybrid Composite Debt 50:50 Index

Altiva Hybrid Long-Short Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.60-1.33297.26
6M7.341.04315.31
1Y0.003.21339.02
3Y0.0010.6155.84

Portfolio Analysis

  • Equity: 36.84%
  • Debt: 57.34%
  • Others
As on: 2026-07-31
View allocation % by

1. Shriram Finance Ltd.1.70%
2. Bajaj Finance Ltd.0.67%
3. Manappuram Finance Ltd.0.63%
4. Cholamandalam Investment & Finance Co. Ltd.0.48%
5. Muthoot Finance Ltd.0.44%

1. Glenmark Pharmaceuticals Ltd.0.80%
2. Biocon Ltd.0.76%
3. Blue Jet Healthcare Ltd.0.52%
4. Aurobindo Pharma Ltd.0.41%
5. Cipla Ltd.0.33%
6. Torrent Pharmaceuticals Ltd.0.13%

1. Coal India Ltd.2.05%
2. Vedanta Ltd.0.47%
3. NMDC Ltd.0.41%

1. Adani Enterprises Ltd.2.90%

1. HDFC Bank Ltd.0.75%
2. ICICI Bank Ltd.0.46%
3. RBL Bank Ltd.0.29%
4. Bandhan Bank Ltd.0.18%
5. AU Small Finance Bank Ltd.0.18%
6. Axis Bank Ltd.0.17%
7. IDFC First Bank Ltd.0.10%
8. The Federal Bank Ltd.0.03%

1. Bharti Airtel Ltd.1.05%
2. Vodafone Idea Ltd.0.79%

1. Bharat Heavy Electricals Ltd.1.12%
2. Inox Wind Ltd.0.62%

1. Coforge Ltd.0.67%
2. Infosys Ltd.0.59%
3. Persistent Systems Ltd.0.23%
4. Mphasis Ltd.0.09%
5. Tata Consultancy Services Ltd.0.01%

1. Indus Towers Ltd.1.52%

1. Varun Beverages Ltd.1.29%

1. Mahindra & Mahindra Ltd.0.97%
2. Maruti Suzuki India Ltd.0.30%

1. Multi Commodity Exchange of India Ltd.0.64%
2. BSE Ltd.0.50%
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About Fund Altiva Hybrid Long-Short Fund Growth

Altiva Hybrid Long-Short Fund Growth managed by Edelweiss Mutual Fund SIF,is a Debt - Hybridscheme with Assets Under Management of ₹7,010 Crore. The fund benchmarks its performance against the Nifty50 Hybrid Composite Debt 50:50 Index while maintaining an expense ratio of 2.11. 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
Altiva Hybrid Long-Short Fund Growth07,009 CR2.11
Fund Name1Y3Y
This FundAltiva Hybrid Long-Short Fund Growth00

Altiva Hybrid Long-Short Fund Growth 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 2.11. 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 : 0.60%
  • 6 Months : 7.34%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Altiva Hybrid Long-Short Fund Growth are updated daily based on NAV of ₹ 11.048 as on Sep 10,2026. 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 ₹7,010 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.