Hybrid
●
Aggressive Hybrid
Current NAV
₹10.01
Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
NA
Min Investment
₹0.10Cr
Lock In
NA
Scheme Information Document
Exit load: 0.50% on or before 180D, Nil after 180D
Alpha
0.00%
Beta
NA
Sharpe Ratio
0
Risk
NA
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(0.00)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Bhavesh Jain
Altiva Hybrid Long-Short FundTotal assets under management
₹0 Crores
Date of incorporation
1 Jan 1
Ans.
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Ans. The Altiva Hybrid Long-Short Fund has an AUM of ₹0.00 Cr as on 10/28/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.86%. The risk is Low to Moderate against the category average of 51.53.
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 0%.