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Altiva Hybrid Long-Short Fund
Edelweiss Asset Management Limited
hybrid_long_short
✓Low
✓ Active
✓ AI Summary
- •Combines multi-asset classes, allocating roughly 35% to equities, 27% to debt securities, and 37% to cash equivalents or arbitrage strategies, using equity derivatives to create downside protection.
- •India's first open-ended hybrid-oriented Specialized Investment Fund (SIF) on Edelweiss's Altiva SIF Platform, tracking the Nifty 50 Hybrid Composite Debt 50:50 Index.
AI-generated summary of this strategy's ISID. It may contain errors; check the ISID before investing.
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Risk Profile
SEBI Risk Band
Low
Mod-Low
Moderate
High
Very High
Band 1
Derivatives use≤25.00%
LiquidityEvery Monday and Every Wednesday (next business da
Suitable for investors with
₹0Cr+ surplus3+ year horizon
NAV (Today)
₹11.06
↑ 0.26%
13 Oct
Since Inception
↑ 10.58%
Oct 2025
Period Returns
1 Month-0.67%
3 Months+1.46%
YTD+7.43%
Fund House
Edelweiss Asset Management Limited
Category
Hybrid long-short
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Plan Shown
Direct Growth
Core Idea
Hybrid Long Short
Investment approach
Expense Ratio
2.10%
Regular plan TER
Risk Label
Low
Band 1
ISIN (Payout)
INF754K30011
Minimum Investment
₹10,00,000
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ISID key facts
Full name
Altiva Hybrid Long-Short Fund
AMC
Edelweiss Asset Management Limited
Fund category
SIF — hybrid
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Scheme opens
24 Oct 2025
Min investment
₹ 10,00,000
Exit load
0.500% if redeemed within 90 days
Assets Under Management
₹ 9,279 Cr
Equity allocation
65–100% in listed equities
Tax: Depends on the strategy's asset mix. Equity-oriented strategies (at least 65% in listed Indian equity): gains taxed at 20% if units are held up to 12 months, 12.5% if held longer. Strategies with more than 65% in debt: gains taxed at your income-tax slab rate, whatever the holding period. Other mixes follow different rules. See this strategy's ISID and consult a tax adviser.
Fund Managers
Mr. Bhavesh Jain
Co-head for hybrid and solution funds (Equity portion)
17+years of experience
Background
- •Total work experience of over 17 years in the equity market segment.
- •Associated with the AMC for over 14 years.
- •Currently co-head for hybrid and solution funds, manages various schemes using derivative strategies like cash-future arbitrage, hedging using F&O, covered calls, and reverse arbitrage strategies.
- •Previously associated with Edelweiss Securities Limited as a derivative trader and started career at India Diversified (Mauritius) Ltd.
Mr. Bharat Lahoti
Co-head for hybrid and solution funds (Equity portion)
18+years of experience
Background
- •Total work experience of over 18 years in the equity market segment.
- •Associated with the AMC for over 9 years.