Altiva Hybrid Long-Short Fund Direct Growth
Get the latest NAV of Altiva Hybrid Long-Short Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹11.14
NAV as on 09 Sep 2026
11.36%/per year
Since Inception
▲▼
210 people have invested ₹ 8.7Cr in Altiva Hybrid Long Short Fund in the last three months
Altiva Hybrid Long Short Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (09-Sep-26)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
Altiva Hybrid Long Short Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Altiva Hybrid Long Short Fund Asset Allocation
See fund asset allocation details as on (15-Aug-26)
Fund Distribution
as on (15-Aug-26)
Altiva Hybrid Long Short Fund Sector Allocation
See fund sector allocation details as on (15-Aug-26)
Sector Allocation
Top 3 Sectors in July were Corporate, Financial Services & Tech
Corporate
36%
Financial Services
33%
Industrial
11%
Corporate
36%
Financial Services
34%
Tech
12%
Altiva Hybrid Long Short Fund Holdings Details
as on (31-Mar-26)
Altiva Hybrid Long Short Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.22% |
Benchmark | Nifty 50 Hybrid Composite Debt 50:50 |
| AUM | ₹7010 Cr |
| Inception Date | 20 October, 2025 |
| Min Lumpsum/SIP | ₹10,00,000/₹1,000 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Low to Moderate Risk |
About Altiva Hybrid Long Short Fund
Altiva Hybrid Long-Short Fund Direct Growth is a hybrid fund. This fund was started on 20 October, 2025. The fund is managed by Kedar Karnik, Bhavesh Jain, Dhawal Dalal, Bharat Lahoti, Amit Vora. This fund gives you the benefit of diversification.
Key Parameters
- Altiva Hybrid Long Short Fund has ₹7010 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 1.2.
Returns
Altiva Hybrid Long Short Fund has given a CAGR return of 11.36% since inception.
Holdings
Altiva Hybrid Long Short Fund has allocated its funds majorly in Cash Equivalent, Corporate, Financial Services, Industrial, Energy, Consumer Cyclical, Tech, Communication, Health, Government, Real Estate, Consumer Defensive, Basic Materials, Utilities.
Taxation
As it is a hybrid long-short fund mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of Altiva Hybrid Long Short Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000000.00 and for SIP is INR 1000.00. Altiva Hybrid Long Short Fund has no lock in period.
Fund Manager
Kedar Karnik
Fund Manager of Altiva Hybrid Long Short Fund, since 15 January 2026
Bhavesh Jain
Fund Manager of Altiva Hybrid Long Short Fund, since 20 October 2025
Dhawal Dalal
Fund Manager of Altiva Hybrid Long Short Fund, since 20 October 2025
Bharat Lahoti
Fund Manager of Altiva Hybrid Long Short Fund, since 20 October 2025
Amit Vora
Fund Manager of Altiva Hybrid Long Short Fund, since 20 October 2025
- AUM of the fund stands at 5.5K Cr as of Jul'26
- AUM has remained same between Jul'26 and Jun'26
Frequently Asked Questions for Altiva Hybrid Long-Short Fund Direct Growth
How do I invest in Altiva Hybrid Long Short Fund?
- Download the INDmoney app.
- Search for ‘Altiva Hybrid Long Short Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.