About Company
Edelweiss Mutual Fund
Edelweiss Mutual Fund, managed by Edelweiss Asset Management Limited, is a fast-growing Indian AMC backed by Edelweiss Financial Services Limited (est. 1996). Registered with Securities and Exchange Board of India in 2008 and operational since 2009, it is known for its strong focus on passive investing—including products like Bharat Bond ETF—alongside active equity, debt, and hybrid strategies. The AMC emphasizes research-driven and innovative solutions, with key strengths in target maturity funds, thematic (technology) funds, and arbitrage strategies. Investors typically use Edelweiss funds for low-cost index investing, long-term capital growth, thematic exposure, income stability, and tax-efficient wealth creation.
Fund Snapshot
| Category | Hybrid Long-Short Fund |
|---|---|
| Benchmark | NIFTY 50 Hybrid Composite Debt 50:50 Index |
| Subscription | Daily |
| Inception Date | 01 October 2025 |
| SIF ID | SIF-11 |
| Type | Interval Strategy |
Strategy Overview
Altiva follows a hybrid long-short strategy, blending equity, debt, and selective derivative exposure to create a more balanced portfolio.
The approach includes:
- Core allocation to equities and fixed income
- Use of arbitrage and derivatives for additional income
- Limited short positions in equity and debt to manage risk
This structure allows the fund to participate in market upside while cushioning downside volatility.
Objective
The fund is designed with a dual focus—growth plus income.
- Capital appreciation through equity and related instruments
- Income generation via arbitrage, derivatives, special situations, and fixed income
A strategy that doesn’t rely on just one return driver.
Redemption Details
Liquidity is structured, not on-demand:
- Redemption available: Every Monday & Wednesday
- If either day falls on a non-business day → next business day applies
This ensures better execution and avoids forced exits during volatile phases.
Portfolio Allocation
| Asset Class | Instrument Type | Allocation |
|---|---|---|
| Equity | Nifty 50 | 25% |
| Debt | Government Bonds | 25% |
| Commodity | Gold Futures | 0% |
| REITs / InvITs | Real Estate & Infrastructure Trusts | 15% |
| Equity (Short) | Banking Sector Futures | 10% |
| Debt (Short) | Pharma Sector Futures | 15% |
| Cash | Liquid / Cash Equivalents | 10% |
| Total | — | 100% |
Investments Made for You, Not Just the Market
A lot of portfolios look good on paper but fall apart when markets shift. This one is built to adapt.
At AltPort Funds, the focus stays clear:
- Align investments with your goals and time horizon
- Balance growth and stability without extremes
- Avoid unnecessary reactions to short-term market noise
Because real wealth building isn’t about chasing every opportunity—
it’s about staying consistent with a strategy that actually fits you.
Listen to expert conversations and investment insights anytime on Spotify.
Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.
Radhika Gupta
Radhika Gupta is a prominent figure in the Indian financial sector, currently serving as the MD & CEO of Edelweiss Mutual Fund (Asset Management Company Limited). Known for her insightful contributions to investment and asset management, her journey in the financial realm has been marked by significant accomplishments and strategic leadership.
View Profile →Our Investment Experts
Our experts will understand your goals, map the right strategy across AIFs, PMS, Mutual Funds and Wealth Solutions, and guide you through every step.
Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.
Altiva aims to generate a combination of capital appreciation and income by investing across equities, fixed-income securities, arbitrage opportunities, derivatives, and special situations. The strategy is designed to create multiple sources of return rather than relying solely on market direction.
The fund combines long positions in equities and debt with selective short positions through derivatives. This approach seeks to participate in market upside while using short exposure and arbitrage opportunities to manage downside risks and portfolio volatility.
The portfolio includes 25% in equities, 25% in government bonds, 15% in REITs/InvITs, 10% in short equity positions, 15% in short debt-related positions, and 10% in cash and liquid instruments. This diversified allocation supports both growth and income objectives.
Altiva follows an interval structure, with redemption opportunities available every Monday and Wednesday. If either redemption day falls on a non-business day, transactions are processed on the next business day.
Altiva may appeal to investors seeking a balanced investment strategy that combines growth potential with income generation and active risk management. Its diversified allocation across asset classes and use of long-short strategies can help reduce dependence on a single market driver.
Subscribe to the ALTPORT newsletter
Join HNIs, family offices and NRI investors reading with us.
You're on the list
Thanks — we've added your email to the ALTPORT newsletter.