Altiva Hybrid Long-Short Fund - Direct Plan

Altiva Hybrid Long-Short Fund - Direct Plan के बारे में

Altiva Hybrid Long-Short Fund - Direct Plan hybrid की एक Edelweiss Mutual Fund म्यूचुअल फ़ंड स्कीम है. अक्तूबर 22, 2025 को लॉन्च हुए इस फ़ंड का प्रबंधन वर्तमान में Dhawal Dalal, Bhavesh Jain, Bharat Lahoti और Pranavi Kulkarni द्वारा किया जा रहा है. फ़ंड का एक्सपेंस रेशियो --% है और इसका कुल AUM (एसेट अंडर मैनेजमेंट) ₹5,545 करोड़ है.

Altiva Hybrid Long-Short Fund - Direct Plan invests in a mix of equity and fixed-income securities. While the fund is mandated to invest minimum 25 per cent each in equity & debt, the proportion of the two is dynamically managed and may keep varying depending on the market outlook of the fund manager. These funds can take up to 25 per cent short exposure through unhedged equity / debt derivative positions, depending on where the fund management team expects maximum gains. यह फ़ंड न्यूनतम ₹10,000 का एकमुश्त निवेश और न्यूनतम ₹1,000 की SIP की अनुमति देता है.

निवेश की रणनीति

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.

उपयुक्तता

Hybrid Long-Short SIFs are suitable for investors:

• Looking to invest in a portfolio of equity and debt for moderate returns
• Who prefer to let fund manager decide how much to invest in equity and in debt
• Aiming for long-term wealth creation
• With a 5+ year investment horizon
• Who are new/unfamiliar with market’s ups and downs