Mr. Bharat Lahoti, Mr. Dhawal Dalal, Ms. Pranavi Kulkarni, Mr. Amit Vora
Investment Objective
The primary objective of the investment strategy is to generate capital appreciation through equity and equity related instruments and income through arbitrage, derivatives strategies, special situations and fixed income investments. There is no assurance that the investment objective of the Investment strategy will be achieved.
Returns Calculator for
Altiva Hybrid Long-Short Fund - Regular Plan - Growth
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
Altiva Hybrid Long-Short Fund - Regular Plan - Growth
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Altiva Hybrid Long-Short Fund - Regular Plan - Growth
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SIF - Hybrid Long Short
PEER
COMPARISION
Scheme Name
Launch Date
1-Year Ret (%)
2-Yrs Ret (%)
3-Yrs Ret (%)
5-Yrs Ret (%)
10-Yrs Ret (%)
Asset
Allocation (%)
PORTFOLIO
ANALYSIS of Altiva Hybrid Long-Short Fund - Regular Plan - Growth