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

Review methodology

SIF comparison

Compare any SIF with any other SIF.

Every tracked Specialized Investment Fund remains selectable. Compare mandate, risk-band, liquidity, costs, NAV context, and source evidence across the same strategy or across entirely different categories.

27 tracked SIFs

Up to 4 side by side

No pairing restrictions

Cross-category comparison is useful for understanding portfolio role, access, and risk. It is not a like-for-like return ranking; verify the official benchmark and scheme documents before drawing conclusions.

All-SIF selector

Choose any 2 to 4 SIFs

Every tracked SIF is available. Select schemes from the same AMC, the same strategy, or entirely different categories.

27 available / 1 selected

Add one more SIF to make this a useful side-by-side comparison.

Current compare set

1/4 selected

Altiva Hybrid Long-Short FundAdd 3 more

Comparison context

Add another SIF

Every tracked SIF remains available for the second selection.

Choose any scheme. The page will explain whether the result is a closer mandate comparison or a broader cross-category review.

Key differences

What changes your review

Scan these first. They show where the shortlist actually differs.

Category

All selected: Hybrid / Multi-Asset.

Strategy

Similar strategy: Hybrid Long-Short.

AMC

Single AMC; focus on strategy and access terms.

NAV freshness

Consistent: Daily NAV.

Evidence and access

Broadly similar; focus on mandate fit.

Investor fact readiness

Compare the facts that decide whether a SIF is reviewable.

This table uses the same answer-first fact sheet as each profile. Values appear only when approved for public promotion; otherwise the status tells you whether extraction, source review, or proof is still pending.

Answers shown

6/10

Extraction pending

4

High-priority open

0

Investor fact
Altiva Hybrid Long-Short Fund
Edelweiss Mutual Fund
Risk-band

Risk Band Level 1

Current AMFI summary checked 15 Sept 2026

Answer ready

Proof: AMFI current strategy summary document (S-3)

Minimum investment

As per scheme documents

Source ready

Proof: Investment Strategy Information Document

Liquidity / exit terms

Scheme-specific exit and redemption terms

Source ready

Proof: Investment Strategy Information Document

Fund manager / team

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.

Answer ready

Proof: Edelweiss Altiva June 2026 fund update

AUM

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

Answer ready

Proof: Edelweiss Altiva June 2026 fund update

TER / costs

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

Answer ready

Proof: Edelweiss Altiva June 2026 fund update

Exit load / dealing rules

Exit load: 0.50% if units are redeemed or switched out on or before 30 days from allotment; nil after 30 days.

Answer ready

Proof: Official AMFI Altiva Hybrid Long-Short strategy summary

Benchmark

Not captured yet

Source ready

Proof: Monthly factsheet

Portfolio snapshot

Not captured yet

Source ready

Proof: Portfolio disclosure

SIF attributes

Side-by-side SIF attributes

Attribute
Altiva Hybrid Long-Short Fund
Edelweiss Mutual Fund
Research contextFlexible allocation research
Review carefully ifliquidity or tax fit is unclear
AMCEdelweiss Mutual Fund
CategoryHybrid / Multi-Asset
StrategyHybrid Long-Short
Statuslaunched
Investor typeInvestors seeking actively managed hybrid SIF exposure
Minimum investmentAs per scheme documents
LiquidityScheme-specific exit and redemption terms
TaxationRefer latest offer document and advisor guidance
Latest NAV₹11.01
NAV date17 Sept 2026
NAV freshnessDaily NAV

Source matrix

Compare evidence quality

Evidence
Altiva Hybrid Long-Short Fund
Edelweiss Mutual Fund
Review statusReady to review
Next checkOpen the profile and check mandate, liquidity, NAV freshness, costs, and documents.
Evidence statusReady to review
Evidence checked7/8 evidence items checked
Verify nextAUM / AAUM disclosure

Conventional mutual-fund context

MF alternatives for this shortlist

Open only when the Rs. 10 lakh SIF route or strategy complexity is not suitable. These funds are comparison starting points, not SIF equivalents.

13 curated funds / open

Dynamic allocation comparison

Hybrid long-short context

5 funds

Compare equity-debt-gold mix, volatility control, downside participation, and tax/liquidity treatment against hybrid SIF disclosures.

Balanced advantage, multi-asset, and equity-savings funds cannot be treated as the same product as a hybrid long-short SIF with broader strategy permissions.

HDFC Balanced Advantage FundICICI Prudential Balanced Advantage FundSBI Balanced Advantage FundICICI Prudential Multi-Asset FundHDFC Multi-Asset Allocation Fund

Next step

Move the review forward

Open the strongest document, inspect the lead profile, or copy the current shortlist note.

Open factsheetOpen profileCheck methodology