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.

₹10.29

0.1%1D

NAV as on 17 Mar 2026

Absolute Gain%

192 people have invested ₹ 11.1Cr 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 (17-Mar-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
-1.08%
0.38%
--
--
--
--
Nifty 500
-9.13%
-8.96%
-8.76%
5.44%
14.05%
11.67%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
-0.27%
8.57%
15.16%
40.39%
32.84%
27.06%
Worst in Equity - Other
-14.21%
-21.92%
-23.59%
-11.68%
7.85%
5.89%

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
-
2,704Cr
--
-
-
--
--
--
--
--
ICICI Prudential India Opportunities Fund
1/47
35,666Cr
0.66%
11.49%
22.63%
7.78
0.82
1.52
3.00
1.60
ICICI Prudential Business Cycle Fund
2/47
16,202Cr
0.74%
12.01%
21.8%
7.04
0.84
1.44
2.86
1.52
Nippon India Quant Fund
3/47
113Cr
0.53%
10.51%
19.61%
3.82
1.02
1.13
2.00
1.38

Altiva Hybrid Long Short Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

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Total Investment

0

Profit


Total Corpus

0

Absolute Return

Altiva Hybrid Long Short Fund Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
17.7%

Mid cap
13.7%

Small cap
4.2%

Altiva Hybrid Long Short Fund Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Altiva Hybrid Long Short Fund Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
IDFC First Bank Ltd
2.66%
479.7%
Eternal Ltd
1.97%
130.7%
Polycab India Ltd
1.51%
-18.5%
Bharat Heavy Electricals Ltd
1.38%
100%
Manappuram Finance Ltd
1.35%
133.7%

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₹2704 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 an equity fund. This fund was started on 20 October, 2025. The fund is managed by Amit Vora, Bharat Lahoti, Kedar Karnik, Bhavesh Jain, Dhawal Dalal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Altiva Hybrid Long Short Fund has ₹2704 Cr worth of assets under management (AUM) as on Mar 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 Cash Equivalent, Corporate, Financial Services, Industrial, Consumer Cyclical, Tech, Communication, Health, Government, Utilities, Basic Materials, Energy, Consumer Defensive, Real Estate. Its top holdings are Hindustan Petroleum Corporation Limited, National Bank For Agriculture And Rural Development, Small Industries Development Bank Of India, Torrent Pharmaceuticals Limited, IDFC First Bank Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
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
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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

Bharat Lahoti

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

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

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 ₹10.29. 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, Bharat Lahoti, Kedar Karnik, 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 ₹2704 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 IDFC First Bank Ltd(2.66%), Eternal Ltd(1.97%), Polycab India Ltd(1.51%)