Altiva Hybrid Long Short IDCW Reinvest Direct Plan
SIP amount
Min. ₹10,00,000
Lumpsum amount
Min. ₹1,00,000

Altiva Hybrid Long Short IDCW Reinvest Direct Plan

NAV
₹10.2503
+0.12%
(18 Dec)
AUM
614 Cr
Risk
Low to Moderate Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+3.5%
+0.1%
+0.1%
+0.1%
NA
3Y
+28.2%
+28.8%
+28.8%
+28.8%
NA
5Y
+29.4%
+23.5%
+23.5%
+23.5%
NA
ALL
+12.0%
+17.5%
+17.5%
+17.5%
+2.3%
VOL
20.0%
17.8%
17.8%
17.8%
2.1%
TER
0.8%
0.5%
0.5%
0.5%
NA
AUM
₹5,763 Cr
₹8,189 Cr
₹8,189 Cr
₹8,189 Cr
₹614 Cr
INFO
0.60
0.98
0.98
0.98
1.13
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Altiva Hybrid Long Short IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Clearing Corporation Of India Ltd.
21.7%
Net Receivables/(Payables)
10.1%
Jtpm Metal TRaders Limited - NCD & Bonds
9.2%
National Bank For Agriculture And Rural Development - NCD & Bonds
8.3%
Rec Limited - NCD & Bonds
8.1%
Cash Offset For Derivatives
7.0%
Infosys Ltd
5.8%
Piramal Finance Limited - NCD & Bonds
4.9%
One Prime Ltd - NCD & Bonds
4.9%
Treasury Bills
4.9%
Top industry exposure
Technology
9.8%
Financial Services
9.4%
Communication Services
6.8%
Basic Materials
3.0%
Healthcare
2.8%
Other information
Minimum SIP
₹10,00,000
Minimum lumpsum
₹1,00,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund objective
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.
Fund manager(s)
Dhawal Dalal
Bharat Lahoti
Amit Vora
Pranavi Kulkarni
Bhavesh Jain

FAQs