Altiva Hybrid Long-Short Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Altiva Hybrid Long-Short Fund Growth Fund Overview

Min. investment

SIP ₹1000 & Lump. ₹1000000

AUM (Fund size)

₹11,231 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(%)
1M0.13-0.66297.26
6M4.050.85315.31
1Y8.982.44339.02
3Y0.009.5155.84

Portfolio Analysis

  • Equity: 39.34%
  • Debt: 40.06%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Ltd.1.68%
2. RBL Bank Ltd.1.30%
3. Axis Bank Ltd.0.68%
4. ICICI Bank Ltd.0.26%
5. AU Small Finance Bank Ltd.0.20%
6. IDFC First Bank Ltd.0.14%
7. Bandhan Bank Ltd.0.11%
8. The Federal Bank Ltd.0.03%

1. Shriram Finance Ltd.1.08%
2. Muthoot Finance Ltd.0.48%
3. Bajaj Finance Ltd.0.35%
4. Manappuram Finance Ltd.0.34%
5. Cholamandalam Investment & Finance Co. Ltd.0.26%
6. SBI Cards & Payment Services Ltd.0.13%

1. Adani Energy Solutions Ltd.1.61%
2. GE Vernova T&D India Ltd.0.48%
3. Power Grid Corporation of India Ltd.0.13%

1. Coal India Ltd.1.15%
2. NMDC Ltd.0.68%
3. Vedanta Ltd.0.28%

1. Biocon Ltd.0.69%
2. Granules India Ltd.0.31%
3. Aurobindo Pharma Ltd.0.27%
4. Glenmark Pharmaceuticals Ltd.0.27%
5. Cipla Ltd.0.19%
6. Blue Jet Healthcare Ltd.0.18%
7. Torrent Pharmaceuticals Ltd.0.13%

1. Pine Labs Ltd.0.50%
2. Infosys Ltd.0.48%
3. Coforge Ltd.0.42%
4. KPIT Technologies Ltd.0.37%
5. Persistent Systems Ltd.0.15%
6. Mphasis Ltd.0.05%
7. Tata Consultancy Services Ltd.0.02%
8. Wipro Ltd.0.00%

1. Adani Enterprises Ltd.1.63%

1. Grasim Industries Ltd.1.19%
2. Ultratech Cement Ltd.0.34%

1. Bharat Heavy Electricals Ltd.0.99%
2. Inox Wind Ltd.0.54%

1. Titan Company Ltd.1.51%

1. Indus Towers Ltd.1.19%

1. Vodafone Idea Ltd.0.63%
2. Bharti Airtel Ltd.0.54%

1. Multi Commodity Exchange of India Ltd.0.74%
2. BSE Ltd.0.41%

1. Mahindra & Mahindra Ltd.0.84%
2. Maruti Suzuki India Ltd.0.22%

1. Bharat Forge Ltd.0.94%
2. Sona Blw Precision Forgings Ltd.0.11%
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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 ₹11,231 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 Growth011,230 CR2.11
Fund Name1Y3Y
This FundAltiva Hybrid Long-Short Fund Growth8.97910

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 : 0.13%
  • 6 Months : 4.05%
  • 1 Year : 8.98%
  • 3 Years : 0.00%
Returns of Altiva Hybrid Long-Short Fund Growth are updated daily based on NAV of ₹ 10.8591 as on Oct 30,2026. 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 ₹11,231 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.
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