- Will investors get more returns in large-cap stocks?
- Edelweiss' Altiva SIF launches new long-short fund
- A good investment option for 3 to 5 years
Edelweiss Mutual Fund Altiva SIF : Altiva SIF, the platform of Edelweiss Mutual Fund (Edelweiss MF / EMF / EAMC) today announced the launch of Altiva Equity Long-Short Fund. It is an open-ended Equity Long-Short investment option that aims to achieve long-term capital growth by investing primarily in listed equity and equity-related instruments. The New Fund Offer (NFO) will commence on 10 September 2026 and close on 24 September 2026. The minimum application amount is ₹10 lakh. ( Edelweiss Mutual Fund Altiva SIF )
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Altiva is one of the largest SIF platforms
On the occasion of the launch, Radhika Gupta, MD & CEO, Edelweiss Mutual Fund said, “Altiva SIF has received an overwhelming response from investors and partners and we are deeply grateful for the trust reposed in the platform. In less than a year, our first two funds have crossed ₹11,000 crore AUM. Altiva has emerged as one of the largest SIF platforms. The platform has been built with a focus on customer trust and meeting the specific needs of investors.
This approach to the Large Cap+ sector
Our previous strategies include Altiva Hybrid Long Short Fund and Altiva Equity Ex Top 100 Long Short Fund. Both these strategies were designed to meet the specific needs of Arbitrage+ and Mid Cap+ respectively. With this new launch of the Altiva Equity Long-Short Fund, we are now taking this approach to the Large Cap+ sector. We aim to address the challenge of volatile alpha in large-cap stocks through derivatives on a large-cap-focused core portfolio.”
Additional returns across different market cycles
Altiva Equity Long-Short Fund is introduced as a Large Cap+ strategy. It adds an additional layer of income-oriented derivatives to a large-cap-oriented equity portfolio. The strategy aims to provide investors with an opportunity to participate in the market while keeping the potential for additional returns across various market cycles. This investment strategy will have approximately 80% allocation in large-cap stocks and 20% allocation in mid- and small-cap stocks based on long-term market capitalization.
This investment strategy benchmarks the Nifty 100 TRI
An additional source of return can be sought by using other permitted strategies including derivative strategies such as covered calls, straddles and strangles. This additional layer of derivatives does not guarantee a fixed or regular income and the contribution from it will depend on the market conditions at that time. This investment strategy considers Nifty 100 TRI as the benchmark. Bharat Lahoti and Bhavesh Jain will manage the equity portfolio, while Amit Vora will serve as Overseas Fund Manager.
Short term investment expected
The fund may be suitable for investors looking for core equity investments, higher return potential than conventional large-cap investments and an investment horizon of three to five years. However, the fund may not be suitable for investors looking for pure index-tracking investments, short-term returns or an investment horizon of less than three years.
Daily investment and withdrawal facility will be available in this strategy. The fund will be available under Direct and Regular Plans and will have Growth and IDCW options. An exit load of 0.50% will be applicable in case of sale of units or declassification from one scheme to another within 90 days from the date of allotment or on the 90th day. After that no exit load will apply. Existing Altiva SIF investors who have already met the applicable minimum investment limit of ₹10 lakh, may invest in multiples of ₹1,000 and thereafter in increments of ₹1,000 subject to the conditions set out in the final offer documents.
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