NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

Altiva Hybrid Long-Short Fund Plan - Growth for NRI [10.18]

Min Investment

1,000,000

Fund Size

2,093.32 Cr

Expense Ratio

1.7%

Exit Load

%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

10.18

0.01%

NAV as on 31 Mar 26, 12:00 AM

low risk

sif

sif

NAV as on 31 Mar 26, 12:00 AM

low risk

sif

sif

0.00%p.a.

Last 1Y

0.00%p.a.

Last 3Y

0.00%p.a.

Last 5Y

1.76%p.a.

Since Inception

About Altiva Hybrid Long-Short Fund Plan - Growth for NRIs

NRIs can achieve long-term capital appreciation by investing in the Altiva Hybrid Long-Short Fund Plan - Growth scheme from Edelweiss Asset Management Limited. It is a SIF mutual fund scheme that predominantly invests in SIF stocks of companies. Launched on Oct 2025, Altiva Hybrid Long-Short Fund Plan - Growth is SIF fund of its category with 2,093.32 Cr fund under management as on Jan 2026. The expense ratio of this fund is less than that of most other Fund category SIF funds.

  • Altiva Hybrid Long-Short Fund Plan - Growth delivered 0.0% annual returns during the last year. It has delivered 1.8% average annual returns since the fund was launched.
  • Altiva Hybrid Long-Short Fund Plan - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
  • The scheme has predominantly invested in sif

Fund Objective

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.

Top 10 Holdings

0

27.64%

0

24.24%

0

21.66%

0

20.12%

0

9.83%

0

9.60%

0

9.34%

JTPM METAL TRADERS LIMITED NCD 30AP30 FVRS1LAC

9.21%

NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC

8.30%

REC LIMITED SR 248A 6.52 BD 31JN28 FVRS1LAC

8.14%

Fund Managers

  1. Dhawal Dalal (Oct 2025 - Present)
  2. Kedar Karnik (Feb 2026 - Present)
  3. Bhavesh Jain (Oct 2025 - Present)
  4. Bharat Lahoti (Oct 2025 - Present)
  5. Amit Vora (Oct 2025 - Present)

Key Information

View Scheme Document

Altiva Hybrid Long-Short Fund Plan - Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on Altiva Hybrid Long-Short Fund Plan - Growth

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in Altiva Hybrid Long-Short Fund Plan - Growth?

NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:

  • Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
  • PAN Number
  • Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
  • Passport – front and back
  • Passport size photograph
  • signature

If all details are correct, your KYC will be approved within 7 to 8 business days.

  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Altiva Hybrid Long-Short Fund Plan - Growth
  • Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
  • City and country of birth
  • NRE/NRO bank account statement/ canceled cheque for the latest 3 months
  • Nominee details

Frequently Asked Questions