Altiva Equity Long-Short Fund

By EDELWEISS MUTUAL FUND

Equity
Long-Short

To generate long-term capital appreciation by predominantly investing in listed equity and equity-related instruments. The strategy may also invest in various derivative instruments, including limited short exposure through unhedged derivative positions in equity up to 25%.

Min. investment₹10L

Accredited investors can invest in this SIF starting ₹1 lakh. Know more

Risk
Moderate risk
Inception date30-Sep-26

Investment Approach

A dynamic hybrid strategy that combines multiple asset classes with active risk management:

Core Large-Cap Allocation

Core Large-Cap Allocation

Core universe of Top 100 stocks; a well-diversified, benchmark-oriented portfolio with average large-cap exposure of ~80% over the long term.

Selective Mid & Small-Cap Exposure

Selective Mid & Small-Cap Exposure

Derivative Income Engine

Derivative Income Engine

Active Risk Management

Active Risk Management

Why Invest in This SIF

Large Cap + Risk Return Profile

A diversified large-cap oriented portfolio constructed to seek returns above the Nifty 100 index, anchored by stable, resilient businesses.

Alpha Over Passive & Traditional Large-Cap

Combines beta, stock alpha and derivative income alpha, aiming to outperform passive and other large-cap strategies.

Income From Derivative Overlay

Income-oriented derivative strategies such as covered calls and straddle/strangle aim to generate incremental returns across market conditions.

Fund Managers

Bhavesh Jain

Mr. Jain is a MMS (Finance) from Mumbai University.

Bharat Lahoti

Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies

Amit Vora

Mr. Vora has done B.Com from University of Mumbai

Frequently Asked Questions (FAQs)

SIFs and Mutual Funds are different types of funds offered by the same AMCs. They have several similarities such as being SEBI-regulated, a similar investing experience with digital onboarding, online transactions, being SIP-enabled, and similar taxation.

This NFO is open for investment till 24/Sep/26