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Altiva SIF
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Equity
Equity Long-Short

Altiva Equity Ex- Top 100 Long - Short Fund

INF754K30094·Launched 10 Jun 2026
Plan & Option
Returns — source: AMFI NAV history
1M
+8.4%
vs cat avg +3.4%
3M
+8.4%
vs cat avg +5.5%
6M
+8.4%
vs cat avg +0.9%
1Y
+8.4%
SI
+8.4%
Since inception
Category context

Performance vs. category

1M Return
+8.37%
Cat avg: +3.4%
Sharpe Ratio
6.83
Cat avg: 1.1
Max Drawdown
-1.84%
Cat avg: -4.7%
Volatility
14.04%
NAV Performance
₹9.9363₹10.1590₹10.3818₹10.6045₹10.8273Jun 10Jun 12Jun 16Jun 18Jun 22Jun 24Jun 29Jul 1Jul 3Jul 7Jul 9
Latest NAV
₹10.8032
+₹0.1748 (+1.64%)2026-07-09
AUM—
Min investment—
Exit loadIf the units are redeemed/ switched out on or before 90 days from the date of allotment 0.50% of the applicable NAV. If the units are redeemed/switched out after 90 days from the date of allotment Nil
Expense ratio—
Since inception+8.4%
Add to compare
Category comparison — 1M returns
Equity Long-Short · 10 funds
WSIF Equity Long-Short
+6.59%
qsif Equity Long Short
+5.61%
DynaSIF Equity Long -
+4.18%
Category average
+3.37%
Key facts
from KIM / ISID
Min. investment—
Expense ratio—
AUM—
Inception dateJun 2026
Exit loadIf the units are redeemed/ switched out on or before 90 days from the date of allotment 0.50% of the applicable NAV. If the units are redeemed/switched out after 90 days from the date of allotment Nil
BenchmarkNifty 500 TRI
SK
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SIFcase is a research and comparison platform. Information shown is for educational purposes only and should not be considered investment advice. Investments in securities markets are subject to market risks. Please read all official scheme documents carefully before investing. Past performance is not indicative of future results. SIFs require a minimum investment of ₹10 lakh.

Taxation

How returns from this fund are taxed

Short-Term Capital Gain (< 12 months)

Taxed at 20% as per equity taxation rules.

Long-Term Capital Gain (> 12 months)

Taxed at 12.5% on gains exceeding ₹1.25 lakh per year.

Dividend / IDCW

Taxed at applicable slab rate as ordinary income.

Based on fund category (Equity). Consult a tax advisor for your specific situation.

NAV from AMFIReturns calculated from NAV historyScheme details pending ISID/AMC verification
Scheme information
Scheme codeSIF-120
CategoryEquity
StrategyEquity Long-Short
PlanDirect
OptionGrowth
Launch dateJun 2026
BenchmarkNifty 500 TRI