Altiva Hybrid Long-Short Fund - Regular Plan - Growth
Category: SIF - Hybrid Long Short
Launch Date: 01-10-2025
AUM:
₹ 0 Cr
Expense Ratio
1.66%
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
ISIN
INF754K30052
Minimum Investment
100000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Mr. Bharat Lahoti, Mr. Dhawal Dalal, Ms. Pranavi Kulkarni, Mr. Amit Vora
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Altiva Hybrid Long-Short Fund - Regular Plan - Growth | - | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.6128
Last change
0.01 (0.1008%)
Fund Size (AUM)
₹ 0 Cr
Performance
6.03% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Mr. Bharat Lahoti, Mr. Dhawal Dalal, Ms. Pranavi Kulkarni, Mr. Amit Vora
Riskometer
Low to Moderate
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd. | 13.04 |
| Net Receivables/(Payables) | 4.51 |
| 7.74% HPCL NCD RED 02-03-2028** | 3.13 |
| 7.51% SIDBI SR V NCD RED 12-06-2028** | 3.11 |
| 7.48% NABARD NCD SR 25G RED 15-09-2028** | 3.1 |
| HDFC BANK CD RED 12-06-26#** | 3.07 |
| NIFTY 28-Apr-2026 | 2.95 |
| JSW KALI STEEL ZCB24-03-31 1ST P/C230329** | 2.34 |
| 7.60% TORRENT PHARMA SR2 NCD R 19-01-29** | 2.31 |
| 8.75% PIRAMAL FINANCE LTD 29-10-27** | 2.17 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 15.55 |
| Capital Goods | 3.63 |
| Telecommunication | 3.33 |
| Healthcare | 2.97 |
| Information Technology | 2.05 |
| Consumer Services | 1.85 |
| Metals & Mining | 1.67 |
| Automobile and Auto Components | 1.6 |
| Oil, Gas & Consumable Fuels | 1.45 |
| Consumer Durables | 0.82 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Altiva Hybrid Long Short Fund Reg Plan Gr | 0.0 |