Altiva Hybrid Long-Short Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹11.14
Total Expense Ratio
1.22%
Base Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
₹7010Cr
Min Investment
₹0.10Cr
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 30D, NIL after 30D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.79%
Beta
0.23
Sharpe Ratio
0.577046
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(0.00)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Platinum Hybrid Long-Short Fund
- Titanium Hybrid Long-Short Fund
- Apex Hybrid Long-Short Fund
- Arudha Hybrid Long-Short Fund
- Altiva Hybrid Long-Short Fund
- Magnum Hybrid Long Short Fund
- RedHex Hybrid Long-Short Fund
- Infinity Hybrid Long-Short Fund
- Prism Hybrid Long-Short Fund
- iSIF Hybrid Long-Short Fund
- Qsif Hybrid Long-Short Fund
Bhavesh Jain
Total assets under management
₹0 Crores
Date of incorporation
1 Jan 1
Altiva Hybrid Long-Short Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Altiva Hybrid Long-Short Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Altiva Hybrid Long-Short Fund has an AUM of ₹7009.59 Cr as on 8/21/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 0.00%. The risk is Low against the category average of 0.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on Altiva Hybrid Long-Short Fund.
Ans. The expense ratio of Altiva Hybrid Long-Short Fund is 1.22%.