What is the current price / NAV of Altiva Hybrid Long-Short Fund?
The current NAV of Altiva Hybrid Long-Short Fund is ₹10.54, as of 27th April 2026.What are the top 5 sectoral holdings of Altiva Hybrid Long-Short Fund?
The top sectors Altiva Hybrid Long-Short Fund has invested in are as follows:- Investment Banking & Brokerage | 22.04%
- Others | 11.88%
- G-Sec | 10.98%
- Private Banks | 10.02%
- Specialized Finance | 7.38%
What are the top 5 holdings of Altiva Hybrid Long-Short Fund?
The top 5 holdings for Altiva Hybrid Long-Short Fund are as follows:- Clearing Corporation of India Ltd. | 13.04%
- Net Receivables/(Payables) | 4.56%
- 7.74% HPCL NCD RED 02-03-2028** | 3.13%
- 7.51% SIDBI SR V NCD RED 12-06-2028** | 3.11%
- 7.48% National Bank for Agriculture and Rural Development 15-Sep-2028 | 3.10%
What is the asset allocation of Altiva Hybrid Long-Short Fund?
The asset allocation for Altiva Hybrid Long-Short Fund is as follows:- Equity | 36.84%
- Corporate Debt | 29.04%
- Cash & Equivalents | 18.21%
- Treasury Bills | 10.98%
- Certificate of Deposit | 3.07%
What is the AUM of Altiva Hybrid Long-Short Fund?
The AUM (i.e. assets under management) of Altiva Hybrid Long-Short Fund is ₹3216.06 Cr as of 27th April 2026.What is the expense ratio of Altiva Hybrid Long-Short Fund?
The expense ratio of Altiva Hybrid Long-Short Fund Plan is 0.68 as of 27th April 2026.What is the alpha ratio of Altiva Hybrid Long-Short Fund?
The alpha ratio for the Altiva Hybrid Long-Short Fund is 4.24
Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the volatility or standard deviation of Altiva Hybrid Long-Short Fund?
The volatility or standard deviation for the Altiva Hybrid Long-Short Fund is 3.77
Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Altiva Hybrid Long-Short Fund?
The Sharpe ratio for the Altiva Hybrid Long-Short Fund is 1.58
The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Altiva Hybrid Long-Short Fund?
The Sortino Ratio for the Altiva Hybrid Long-Short Fund is 0.16
The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.
What is the Price to Earnings (PE) ratio of Altiva Hybrid Long-Short Fund?
The PE ratio of Altiva Hybrid Long-Short Fund is 19.81, while category PE ratio is 27.20.
Altiva Hybrid Long-Short Fund Direct Growth
Scorecard
Performance
HighThe creamy layer - amongst the top performing Mutual Funds
Risk
AvgAverage risk vs others in sub-category
Cost
LowExpense that wouldn't create any worry
Composition
HighA well thought mix versus other funds
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Altiva Hybrid Long-Short Fund Direct Growth
Growth
₹10.540.38% (+0.04)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
Scorecard
Performance
HighThe creamy layer - amongst the top performing Mutual Funds
Risk
AvgAverage risk vs others in sub-category
Cost
LowExpense that wouldn't create any worry
Composition
HighA well thought mix versus other funds
Red flags
LowWe got you covered, no major red flags identified
How to use scorecard? Learn more
Altiva Hybrid Long-Short Fund Performance & Key Metrics
Altiva Hybrid Long-Short Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.68 | 8.13 | 1.58 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.19 | 7.26 | 0.34 |
Altiva Hybrid Long-Short Fund Scheme InfoAltiva Hybrid Long-Short Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.50% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 10,00,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 50:50 Index |
About Balanced Hybrid Fund
About Balanced Hybrid Fund
Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Altiva Hybrid Long-Short Fund Peers
Altiva Hybrid Long-Short Fund Peers & Comparison
Comparing 3 mutual funds from
HybridBalanced Hybrid Fund
HybridBalanced Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Altiva Hybrid Long-Short Fund | — | — | — |
| Magnum Hybrid Long Short Fund | — | — | — |
| 360 ONE Balanced Hybrid Fund | 4.61% | — | 11.14% |
| iSIF Hybrid Long-Short Fund | — | — | — |
Altiva Hybrid Long-Short Fund Returns Comparison
Compare Altiva Hybrid Long-Short Fund with any MF, ETF, stock or indexCompare Altiva Hybrid Long-Short Fund with any MF, ETF, stock or index
Altiva Hybrid Long-Short Fund
Hmm, looks like data is unavailable here. Please come back after some timeAltiva Hybrid Long-Short Fund Portfolio
Altiva Hybrid Long-Short Fund Asset Allocation
Altiva Hybrid Long-Short Fund Asset Allocation
Actual
Target
Dec 2025
Mar 2026
Dec 2025
Mar 2026
Altiva Hybrid Long-Short Fund Sector Distribution
Altiva Hybrid Long-Short Fund Sector Distribution
Dec 2025
Mar 2026
Altiva Hybrid Long-Short Fund Sector Weightage
Altiva Hybrid Long-Short Fund Sector Weightage
Investment Banking & Brokerage
Investment Banking & Brokerage as a % of total holdings for last six quarters
Altiva Hybrid Long-Short Fund Current Holdings
Altiva Hybrid Long-Short Fund Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
Holdings
1.98 %
1.76 %Holdings
1.90 %
0.48 %Holdings
1.63 %
1.63 %
AMC Profile of Altiva Hybrid Long-Short Fund
AMC Profile of Altiva Hybrid Long-Short Fund
Hmm, looks like data is unavailable here. Please come back after some timeAltiva Hybrid Long-Short Fund Manager Details
Altiva Hybrid Long-Short Fund Manager Details
Altiva Hybrid Long-Short Fund Manager Profile
Altiva Hybrid Long-Short Fund Manager Profile
Bhavesh Jain
AUM: ₹54,295.79 Cr.
|
Exp: 5yrs
Bharat Lahoti
AUM: ₹38,831.31 Cr.
|
Exp: 9yrs
Dhawal Dalal
AUM: ₹13,462.16 Cr.
|
Exp: 15yrs
Kedar Karnik
AUM: ₹23,845.47 Cr.
|
Exp: 8yrs
Altiva Hybrid Long-Short Fund Manager Performance (0)
Altiva Hybrid Long-Short Fund Manager Performance (0)
Hybrid: Balanced Hybrid Fund
Altiva Hybrid Long-Short Fund Tax Implications
Altiva Hybrid Long-Short Fund Tax Implications
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₹10 Lakh - ₹12 Lakh
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Altiva Hybrid Long-Short Fund Review & Opinions
Altiva Hybrid Long-Short Fund Review & Opinions
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Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%