Research preview: Specialized Investment Fund (SIF) profiles show source evidence and known gaps. Verify official documents before relying on any data point.

Review methodology

AMC profile

Edelweiss Mutual Fund

AMC represented through the Altiva hybrid long-short SIF strategy in the current catalog.

Research angle

Edelweiss Altiva adds another hybrid long-short reference point, helping users compare how AMCs explain asset allocation, hedging, suitability, and document access.

Tracked SIFs

2

Strategies

2

NAV available

2/2

Ready to review

2/2

Manager evidence

2/2

AMC credibility lens

Evidence strength across this AMC's SIF lineup.

This view separates AMC familiarity from scheme-level evidence: profile depth, document readiness, NAV visibility, and manager evidence are tracked independently.

Next gap: AUM / AAUM disclosure

Profile depth

95%

Document depth

75%

Daily NAV

2/2

Open document gaps

2

Strongest current signal

At least one SIF has enough evidence for meaningful review.

AMC diligence

What to check before comparing this AMC's SIFs

AMC reputation can help discovery, but SIF evaluation should remain scheme-specific and source-led.

Use the current Altiva product page and ISID for the mandate and scheme structure.

Read the June fund update for dated AUM, costs, manager roles, strategy weights, and holdings.

Use the daily AMFI NAV feed separately from the current AMFI risk and revised exit-load evidence.

Hybrid / Multi-Asset

Altiva Hybrid Long-Short Fund

Edelweiss Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Hybrid Long-Short

Latest NAV

₹11.01

17 Sept 2026

Daily NAV

AUM

AUM month end: Rs. 5,599 crore; monthly average: Rs. 5,053 crore.

Available

TER / costs

Base expense ratio / TER as on 30 June 2026: Direct 0.60% / 1.46%; Regular 1.43% / 2.43%.

Available

Fund manager

Fund managers: Equity - Mr. Bhavesh Jain and Mr. Bharat Lahoti; Debt - Mr. Dhawal Dalal and Mr. Kedar Karnik; Overseas - Mr. Amit Vora. Factsheet lists experience and managing-since dates for each role.

Available

Risk-band

Risk Band Level 1

Current AMFI summary checked 15 Sept 2026

Evidence

7/8 items checked

Review sources in the profile

A hybrid SIF strategy designed around flexible participation across market phases.

Use case lens: Flexible allocation research

Check carefully if: liquidity or tax fit is unclear

EdelweissHybridLong-Short
Open profile

Equity-Oriented

Altiva Equity Ex-Top 100 Long-Short Fund

Edelweiss Mutual Fund

launchedEvidence sufficient for review. Enough evidence is available for a meaningful research review, not a suitability decision. This reflects evidence coverage, NAV freshness, and document availability. It is not a performance rating or investment recommendation.

Decision facts

Key facts at a glance. Dates and sources are in the profile.

Strategy

Equity Ex-Top 100 Long-Short

Latest NAV

₹10.72

17 Sept 2026

Daily NAV

AUM

Pending verification

Source found

TER / costs

Estimated maximum Base Expense Ratio (BER): up to 2.10% of daily net assets. Direct Plan should be lower because distribution expenses and commission are excluded.

Available

Fund manager

Fund management team: Mr. Nikhil Gada and Mr. Trideep Bhattacharya (co-managers), Mr. Ashish Sood (assistant fund manager from 3 August 2026), and Mr. Amit Vora (overseas portion).

Available

Risk-band

Risk Band Level 5

Current AMFI summary checked 15 Sept 2026

Evidence

6/8 items checked

Review sources in the profile

A source-backed Edelweiss Mutual Fund SIF profile covering the Equity Ex-Top 100 Long-Short strategy, AMFI NAV history, and official disclosure links.

Use case lens: Equity strategy research

Check carefully if: liquidity or tax fit is unclear

EdelweissAltiva SIFEquityEx-Top 100Long-Short
Open profile