Good morning :)

Altiva Equity Long-Short Fund NFO

Growth

EquityLong,Short Fund
Moderate RiskPrincipal investment will be at moderate risk

Altiva Equity Long-Short Fund Key Offer Details

Opening date
10 Sept 2026
Closing date
24 Sept 2026
Scheme type
Open-Ended
NAV
₹10
Min. invst.
₹10,00,000
Min. SIP
₹1,000

About Altiva Equity Long-Short Fund

-

Altiva Equity Long-Short Fund Scheme Info

Plan
Direct
Lock in
None
Exit Load
0.50%
0.50% on or before 90D, NIL after 90D
Base Exp. Ratio
0%
Benchmark
NIFTY 100 - TRI

Altiva Equity Long-Short Fund Scheme Objective

To generate long-term capital appreciation by predominantly investing in listed equity and equity-related instruments. The Investment Strategy may also invest in various derivative instruments, including limited short exposure through unhedged derivative positions in equity up to 25%. There is no assurance that the investment objective of the Investment strategy will be achieved.

AMC Profile of Altiva Equity Long-Short Fund

—

Total AUM
₹ 12,973.24 Cr
No. of schemes
3

Altiva Equity Long-Short Fund Manager Profile

Altiva Equity Long-Short Fund Peers

Altiva Equity Long-Short Fund Peers & Comparison

Comparing 4 mutual funds from 
EquityLong,Short Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Altiva Hybrid Long-Short Fund(IDCW)———
Magnum Hybrid Long Short Fund(IDCW)———
Infinity Hybrid Long-Short Fund———
iSIF Hybrid Long-Short Fund———

Frequently asked questions

  1. Altiva Equity Long-Short Fund is an open-ended Long,Short Fund scheme launched by Edelweiss Asset Management Limited - SIF, investing primarily in Equity. It is benchmarked against NIFTY 100 - TRI and offered in Direct and Regular plans with Growth and IDCW options.

  2. The NFO of Altiva Equity Long-Short Fund opens for subscription on 09 Sep 2026.

  3. The NFO of Altiva Equity Long-Short Fund closes for subscription on 24 Sep 2026. Applications must be submitted before this date for allotment at the NFO offer price.

  4. The minimum lumpsum investment in Altiva Equity Long-Short Fund is ₹10,00,000.

  5. The minimum SIP amount for Altiva Equity Long-Short Fund is ₹1,000 per SIP installment.

  1. Altiva Equity Long-Short Fund is managed by Bharat Lahoti, Bhavesh Jain, Amit Vora, who has 9 years of fund management experience and also manages 36 other schemes at Edelweiss Asset Management Limited - SIF.

  2. Altiva Equity Long-Short Fund is a new scheme with no performance track record yet, so it should be evaluated on Bharat Lahoti, Bhavesh Jain, Amit Vora's experience, Edelweiss Asset Management Limited - SIF's record on similar schemes, the fund's Equity strategy, and fit with an investor's existing portfolio — not past returns.

  3. Altiva Equity Long-Short Fund is categorized as a Long,Short Fund scheme under SEBI's mutual fund classification — investing at least 35% each in large-cap and mid-cap stocks (for Large & Mid Cap funds).

  4. Altiva Equity Long-Short Fund has no lock-in period and an exit load of 0.5% if redeemed within 90 days of investment.