Altiva Hybrid Long-Short Fund - Regular Plan - IDCW
Category: SIF - Hybrid Long Short
Launch Date: 01-10-2025
Asset Class:
Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index
Expense Ratio: 0.0% As on ( )
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 0 Cr As on ( )
Turn over:
NAV as on
( % )
CAGR Since Inception
%
NIFTY 50 Hybrid Composite Debt 50:50 Index 7.33%
Performance of Altiva Hybrid Long-Short Fund - Regular Plan - IDCW
Fund Managers

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 - IDCW
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

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 - IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Altiva Hybrid Long-Short Fund - Regular Plan - IDCW - - - - - -
SIF - Hybrid Long Short

PEER COMPARISION

Scheme Name Launch
Date
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Asset Allocation (%)

PORTFOLIO ANALYSIS of Altiva Hybrid Long-Short Fund - Regular Plan - IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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