Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan

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Value Research Rating

Unrated

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Returns

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Calculate SIP Returns of Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

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This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan

Asset Allocation

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
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Risk info
Return (%)
Base Expense Ratio (%) info
Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan
Unrated
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Other details of Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan

Assets

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₹440 Cr

Exit Load (Days)

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--

Min. Investment (₹)

10,00,000

Min. Withdrawal (₹)

--

Min. SIP Investment (₹)

1,000

Min. No of Cheques

6

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About Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan

Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan is a equity mutual fund scheme of Edelweiss Mutual Fund. Launched on June 08, 2026, it is currently managed by Trideep Bhattacharya and Nikhil Gada. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹440 Cr.

Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan is mandated to invest at least 65 per cent of its assets in mid- and small-cap stocks at all times. These funds can take up to 25 per cent short exposure through unhedged equity derivative positions in ex-top 100 stocks. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹1,000.

Investment Strategy

This scheme seeks to generate capital appreciation in the long term by predominantly investing in equity and equity related securities of Ex top 100 companies. The Investment Strategy may also invest in various derivative instruments, including short exposure through unhedged derivative positions in equity and equity related instruments of Ex top 100 stocks upto 25%.

Suitability

Equity Sector Rotation Long-Short SIFs are suitable for investors:

  • Seeking exposure in stocks and derivatives of up to four sectors
  • With a 5+ year investment horizon
  • Who can withstand interim sharp declines in investment value
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FAQ for Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Altiva Equity Ex-Top 100 Long - Short Fund - Regular 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 Equity Ex-Top 100 Long - Short Fund - Regular 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.

Over the past five years, Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan has delivered an annualised return of --% as of 02-Aug-2026.

The minimum investment required to start investing in Altiva Equity Ex-Top 100 Long - Short Fund - Regular Plan is ₹10,00,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.