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.
