Altiva Hybrid Long Short Fund

Altiva Hybrid Long Short Fund

Get the latest NAV of Altiva Hybrid Long Short Fund. 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.

₹10.57

-0.2%1D

NAV as on 04 May 2026

Absolute Gain%

134 people have invested ₹ 6.7Cr 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 (04-May-26)

The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
3.17%
2.32%
5.26%
--
--
--
Nifty 500
10.5%
-1.72%
-4.33%
2.97%
14.23%
12.9%
Hybrid Long-Short Fund Avg
--
--
--
--
--
--
Best in Hybrid Long-Short Fund
3.17%
2.32%
5.26%
--
--
--
Worst in Hybrid Long-Short Fund
2.28%
0.83%
2.2%
--
--
--

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Altiva Hybrid Long Short Fund
-
3,216Cr
--
-
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/48
32,925Cr
0.67%
4.41%
22.08%
7.39
0.85
1.03
1.62
1.69
ICICI Prudential Business Cycle Fund
2/48
14,359Cr
0.75%
7.63%
21.7%
5.97
0.90
0.90
1.35
1.44
Nippon India Quant Fund
3/48
100Cr
0.53%
4.86%
18.6%
4.26
1.01
0.73
1.10
1.46

Altiva Hybrid Long Short Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit


Total Corpus

0

Absolute Return

Altiva Hybrid Long Short Fund Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Large cap
21.2%

Mid cap
13.6%

Small cap
5.5%

Altiva Hybrid Long Short Fund Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Top 3 Sectors in March were Corporate, Financial Services & Industrial

Mar'26

Corporate

48%

Financial Services

39%

Industrial

12%

Feb'26

Corporate

36%

Financial Services

35%

Industrial

14%

Altiva Hybrid Long Short Fund Holdings Details

as on (31-Mar-26)

Holdings
Weight%
1M Change
HDFC Bank Ltd
1.98%
212%
Bharti Airtel Ltd
1.9%
288.2%
Manappuram Finance Ltd
1.63%
62.3%
Shriram Finance Ltd
1.56%
1081.4%
Eternal Ltd
1.54%
0%
Top Stocks bought last month
Nuvama Wealth Finance Limited's allocation increased from 0.46% to 1.86%
Nuvama Wealth Finance Limited's allocation increased from 0.46% to 1.86%
Shriram Finance Ltd's allocation increased from 0.19% to 1.56%
Shriram Finance Ltd's allocation increased from 0.19% to 1.56%
Bharti Airtel Ltd's allocation increased from 0.61% to 1.9%
Bharti Airtel Ltd's allocation increased from 0.61% to 1.9%
Top Stocks sold last month
Hindustan Petroleum Corporation Limited's allocation decreased from 3.76 % to 3.13 %
Hindustan Petroleum Corporation Limited's allocation decreased from 3.76 % to 3.13 %
Small Industries Development Bank Of India's allocation decreased from 3.73 % to 3.11 %
Small Industries Development Bank Of India's allocation decreased from 3.73 % to 3.11 %
National Bank For Agriculture And Rural Development's allocation decreased from 3.87 % to 3.1 %
National Bank For Agriculture And Rural Development's allocation decreased from 3.87 % to 3.1 %

Altiva Hybrid Long Short Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio--
Benchmark
Nifty 50 Hybrid Composite Debt 50:50
AUM₹3216 Cr
Inception Date20 October, 2025
Min Lumpsum/SIP₹10,00,000/₹1,000
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
0%
Risk
Risk meter
pointer
Low to Moderate Risk

About Altiva Hybrid Long Short Fund

Altiva Hybrid Long Short Fund is a hybrid fund. This fund was started on 20 October, 2025. The fund is managed by Amit Vora, Kedar Karnik, Bharat Lahoti, Bhavesh Jain, Dhawal Dalal. This fund gives you the benefit of diversification.

Key Parameters

  1. Altiva Hybrid Long Short Fund has ₹3216 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 0.

Returns

Altiva Hybrid Long Short Fund has given a CAGR return of 0.00% since inception.

Holdings

Altiva Hybrid Long Short Fund has allocated its funds majorly in Corporate, Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Communication, Tech, Health, Government, Energy, Basic Materials, Utilities, Real Estate, Consumer Defensive.

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 benefit
Long 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

Amit Vora

Fund Manager of Altiva Hybrid Long Short Fund, since 20 October 2025

Kedar Karnik

Fund Manager of Altiva Hybrid Long Short Fund, since 15 January 2026

Bharat Lahoti

Fund Manager of Altiva Hybrid Long Short Fund, since 20 October 2025

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

Learn more about Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 2.7K Cr
₹ 2.7K Cr
₹ 2.1K Cr
  • AUM of the fund stands at 2.7K Cr as of Mar'26
  • AUM has remained same between Mar'26 and Feb'26

Frequently Asked Questions for Altiva Hybrid Long Short Fund

How do I invest in Altiva Hybrid Long Short Fund?

INDmoney makes it simple to invest in the Altiva Hybrid Long Short Fund. To do so, follow the steps below:
  • 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.

What is the current NAV of Altiva Hybrid Long Short Fund?

The NAV of the fund today is ₹10.57. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

Who is the fund manager of Altiva Hybrid Long Short Fund?

The fund managers are Amit Vora, Kedar Karnik, Bharat Lahoti, Bhavesh Jain, Dhawal Dalal.

What is the exit load of the fund?

The exit load is 0.5% if redeemed in 0-90 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.00%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹3216 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

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

The top 3 holdings of the fund are Hindustan Petroleum Corporation Limited(3.13%), Small Industries Development Bank Of India(3.11%), National Bank For Agriculture And Rural Development(3.1%)