Altiva Hybrid Long-Short Fund
A balanced fund blending equities, fixed income, and derivatives designed to deliver consistent, low-volatile returns across market conditions.
Why Choose Altiva?
The Altiva Hybrid Long-Short Fund blends equities, fixed income, and derivatives to help achieve consistent returns in most market conditions.(Interval investment strategy in equity & debt, with limited short exposure via derivatives.)
Well-positioned to serve targeted needs
SIF = Best of both worlds
Core Income + Enhanced Drivers
Arbitrage
Fixed Income
Special Situations
Derivative Strategies
Arbitrage & fixed income form the foundation, with selective opportunities in special situations and derivatives for enhanced returns.
Portfolio Construction
Cash-Future Arbitrage & Covered Call
Capture low-risk returns via arbitrage opportunities
Allocation: 20–40%
Fixed Income
Invest in quality debt to generate accrual & appreciation
Allocation: 40–60%
Special Situations
IPOs, buybacks, mergers, index inclusion, etc.
Allocation: 0–10%
Derivative Strategies
Long-short, straddle, strangle, put-call parity, etc.
Allocation: 10–20%
What Makes This Fund Attractive?
Consistent Income
Stable fixed-income like returns with moderate equity growth.
All-weather Strategy
Multiple strategies for smoother outcomes regardless of market cycles.
Tax Efficiency
Long-term capital gains taxed at just 12.5% post 2 years.
Robust Risk Management
Active monitoring and strict risk controls reduce volatility.
Experienced Team
Specialized managers with strong track record in derivatives & special situations.
Scheme Details
| Name | Altiva Hybrid Long-Short Fund |
| Objective | Capital appreciation + stable income through equity, arbitrage, derivatives, and fixed income. |
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Category | Hybrid Long-Short |
| Frequency | Subscription: Daily | Redemption: Mon & Wed |
| Exit Load | 0.5% if redeemed 180 days | Nil after |
| Min Investment | ₹10 lakh |
| Features | Lump sum, SIP, STP, SWP |
Back-tested Strategy – Rolling Returns
Historical simulations (Jun 2019 – Aug 2025) show stable outcomes with lower volatility across time horizons.
What to Expect in Different Market Conditions
Flat Market
- Covered Call + Arbitrage
- Debt
- Derivatives
- Special Situations
Bull Market
- Long Equity*
- Special Situations
- Derivatives
- Covered Call
Bear Market
- Short Equity
- Debt
- Arbitrage
- Buybacks/Open Offers
Performance Notes
- Underperform: Sharp bear & volatile markets, very low rates
- Outperform: Bull + Flat markets, rising interest rate cycles
Disclaimer
Investments in Specialized Investment Funds involve risks, including capital loss, liquidity risks, and market volatility. Please read all related documents carefully before investing.