Altiva Hybrid Long-Short Fund - Direct Plan

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Unrated

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Returns

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Risk

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Portfolio of Altiva Hybrid Long-Short Fund - Direct Plan

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Peer Comparison

Fund name	Rating		Base Expense Ratio (%)
Altiva Hybrid Long-Short Fund - Direct Plan	Unrated	loading...	--
Magnum Hybrid Long Short Fund - Direct Plan	Unrated	loading...	--
iSIF Hybrid Long-Short Fund - Direct Plan Invest Now	Unrated	loading...	--
Titanium Hybrid Long-Short Fund - Direct Plan	Unrated	loading...	--

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Other details of Altiva Hybrid Long-Short Fund - Direct Plan

Assets

₹5,545 Cr

Exit Load (Days)

0.50 (30)

Min. Investment (₹)

10,00,000

Min. Withdrawal (₹)

Min. SIP Investment (₹)

1,000

Min. No of Cheques

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About Altiva Hybrid Long-Short Fund - Direct Plan

Altiva Hybrid Long-Short Fund - Direct Plan is a hybrid mutual fund scheme of Edelweiss Mutual Fund. Launched on October 22, 2025, it is currently managed by Dhawal Dalal, Bhavesh Jain, Bharat Lahoti and Pranavi Kulkarni. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹5,545 Cr.

Altiva Hybrid Long-Short Fund - Direct Plan invests in a mix of equity and fixed-income securities. While the fund is mandated to invest minimum 25 per cent each in equity & debt, the proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager. These funds can take up to 25 per cent short exposure through unhedged equity / debt derivative positions, depending on where the fund management team expects maximum gains. The fund allows minimum lumpsum investment of ₹10,000 and minimum SIP of ₹1,000.

Investment Strategy

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.

Suitability

Hybrid Long-Short SIFs are suitable for investors:

Looking to invest in a portfolio of equity and debt for moderate returns
Who prefer to let fund manager decide how much to invest in equity and in debt
Aiming for long-term wealth creation
With a 5+ year investment horizon
Who are new/unfamiliar with market’s ups and downs

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FAQ for Altiva Hybrid Long-Short Fund - Direct Plan

How to Invest in Altiva Hybrid Long-Short Fund - Direct Plan?

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Altiva Hybrid Long-Short Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Altiva Hybrid Long-Short Fund - Direct Plan can be bought from the Edelweiss Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

What are the top holdings of Altiva Hybrid Long-Short Fund - Direct Plan?

Company	Percentage of Portfolio
Hindustan Petroleum Corporation Ltd SR I Bonds/NCD 7.74 02/03/2028	1.82
Small Industries Devp. Bank of India Ltd SR V Bonds 7.51 12/06/2028	1.81
National Bank For Agriculture & Rural Development SR 25G Bonds 7.48 15/09/2028	1.81
Manappuram Finance Ltd Debenture 8.60 24/03/2028	1.81
Reserve Bank of India T-Bills 182-D 17/07/2026	1.80

What is the return of Altiva Hybrid Long-Short Fund - Direct Plan in the last 5 years?

Over the past five years, Altiva Hybrid Long-Short Fund - Direct Plan has delivered an annualised return of --% as of 02-Aug-2026.

What is the minimum investment required in Altiva Hybrid Long-Short Fund - Direct Plan?

The minimum investment required to start investing in Altiva Hybrid Long-Short Fund - Direct Plan is ₹10,00,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.