PERFORMANCE of Altiva Hybrid Long-Short Fund - Regular Plan - IDCW
Scheme Performance (%) Data as on - 04-11-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Benchmark | - | - | - | - | - |
| Category: SIF - Hybrid Long Short |
| Launch Date: 01-10-2025 |
| Asset Class: |
| Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Expense Ratio: 0.0% As on () |
| Status: Open Ended Schemes |
| Minimum Investment: 100000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 0 Cr As on () |
| Turn over: |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Benchmark | - | - | - | - | - |
Mr. Bharat Lahoti, Mr. Dhawal Dalal, Ms. Pranavi Kulkarni, Mr. Amit Vora
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. There is no assurance that the investment objective of the Investment strategy will be achieved.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Altiva Hybrid Long-Short Fund - Regular Plan - IDCW | - | - | - | - | - | - |
| SIF - Hybrid Long Short |
| Scheme Name | Launch Date |
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3-Yrs Ret (%) |
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Portfolio as on