Your feedback matters!
(An open ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments)
Large Cap is one of the largest pools of dedicated equity capital in the Indian mutual fund industry, with significant participation across both active and passive formats.
Source: AMFI, NSE, CLSA. Passive AUM includes Nifty 50, Nifty Next 50 and Sensex Index and ETFs. AUM data is as on 30th June 2026 | FPI holding data is as on 31st Dec 2025 | Folio data as on 31st July 2026.
Source: ACE MF, NIFTY 100 TRI month–end levels, January 2003 to June 2026. Past performance may or may not be sustained in the future.
invested in large caps through dedicated MF products
Active ₹4.1lakh cr · Passive ₹8.0 lakh cr
of FPI holdings are in the top 100 stocks
1,000 → 34,459
Index level start to latest
Since 2003, the index has spent long stretches below its previous peak. The longest stretch was 33 months, from December 2007 to September 2010.
TOP 5 ATH PLATEAUS SINCE 2003| Rank | Plateau (months) | From ATH | Next ATH |
|---|---|---|---|
| 1 | 33 | Dec 2007 | Sep 2010 |
| 2 | 25 | Dec 2010 | Jan 2013 |
| 3 | 17 | Feb 2015 | Jul 2016 |
| 4 | 14 | Sep 2024 | Nov 2025 |
| 5 | 11 | Dec 2019 | Nov 2020 |
Returns cluster in short bursts, separated by long flat stretches.
In those stretches, pure equity earns no cash return.
Source: ACE MF; NIFTY 100 TRI month-end levels, January 2003 to June 2026. CAGR computed from index levels shown.
Past performance may or may not be sustained in the future. ATH – All Time High.
Altiva Equity Long-Short fund aims to combine beta, stock alpha and derivative income alpha to deliver relatively consistent alpha at comparable risk.
Market returns only, no alpha
Returns track the index.
Alpha through active stock selection
Market + Stock Alpha
Alpha from stock selection can be inconsistent.
Alpha through income-oriented derivative strategies
Market + Stock + Income alphaAims to generate alpha with relatively lower risk from derivative stratagies
Over multiple cycles, the strategy aims to generate alpha over the benchmark and other large cap strategies.
In line with the market over rising market phases.
May miss some upside during sharp market rallies.
Aims to outperform market during extended bear market periods.
It can experience slightly lower drawdowns vs the benchmark during sharp market falls.
Aims to outperform in flat market conditions.
The above is for illustrative purposes only. Actual fund performance may vary based on market conditions and other domestic and global factors.
To generate long-term capital appreciation by predominantly investing in listed equity and equity-related instruments. The Investment Strategy may also invest in various derivative instruments, including limited short exposure through unhedged derivative positions in equity up to 25%.
There is no assurance that the investment objective of the Investment strategy will be achieved.
Altiva Equity Long-Short Fund
Nifty 100 TRI
Equity Long-Short Fund
An open-ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instruments
Direct, Regular
Growth, IDCW
If 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
Daily
Daily
INR 10 lakh. Existing Altiva SIF investors who have met the minimum threshold may invest ₹1,000 and in multiples of ₹1 thereafter.
Rs. 1,000 and in multiples of Re. 1/- thereafter
Lump sum, SIP, SWP, STP
Share your details and our team will get in touch with you.
Everything investors most commonly ask about the Altiva Equity Long-Short Fund.
The fund is a large-cap-oriented equity strategy that combines a diversified large-cap portfolio with income-oriented derivative strategies to seek market-linked returns along with incremental alpha.*
The fund aims to generate long-term capital appreciation by predominantly investing in listed equity and equity-related instruments. The Investment Strategy may also invest in various derivative instruments, including limited short exposure through unhedged derivative positions in equity up to 25%. There is no assurance that the investment objective of the Investment strategy will be achieved.
The fund aims to allocate approximately 80% to large caps and 20% to mid and small caps, along with an income-oriented derivatives overlay*.
The fund seeks to deliver alpha through a combination of stock selection and derivative income strategies, while aiming for relatively lower volatility and drawdowns compared to traditional large-cap strategies.
Investors can expect relative outperformance than traditional large-cap strategies and lower drawdowns in sharp corrections; may miss some upside during sharp market rallies.
Investors seeking a Large Cap+ risk-return profile with the potential for alpha generation over passive and traditional large-cap strategies, and an investment horizon of 3-5 years, may consider the Altiva Equity Long-Short Fund.
*The fund can invest across market cap and the above allocation is indicative and subject to change basis Fund Manager view. Please refer iSID for more details on asset.
This product is suitable for investors who are seeking
Risk-band*
Benchmark
Nifty 100 TRI
The Risk Band is as per AMFI Specifications*
This document is for information purposes and is not an offer to sell or a solicitation to buy any SIF units/ securities or to have business relations with Sponsor/ AMC/ Trustee Company and its associates. These views alone are not sufficient and should not be used for the development or implementation of an investment strategy. All opinions, figures and estimates included in this document (unless as specified in the document) are as of this date and are subject to change without notice. It should not be construed as investment advice to any party. Neither Sponsor/ AMC/ Trustee Company and its associates or any person connected with it, accepts any liability arising from the use of this information. Utmost care has been exercised while preparing the document, and Sponsor/ AMC/ Trustee Company and its associates does not warrant the completeness or accuracy of the information and disclaims all liabilities, losses and damages arising out of the use of this information. The recipient of this material should rely on their investigations and take their own professional advice. Investment decisions of the AMC may not always be profitable.
Investments in Specialized Investment Fund involves relatively higher risk including potential loss of capital, liquidity risk and market volatility.
Please read all investment strategy related documents carefully before making the investment decision.
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
ISID 
Leaflet 
Forms 
