Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan is ₹10.84.
It is better to invest in a fund with a longer track record as Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty Midcap 150, as the Funds portfolio is similar to its benchmark.
Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan fund’s expense ratio is 0.66%
The process for redemption is
The AUM of Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan is currently ₹440 Crores.
The Top three stocks are Radico Khaitan, Billionbrains Garage and Bharat Dynamics and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 34% of fund’s portfolio respectively.
Top three sectors of Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan fund are BFSI, Others and Capital Goods accounting for 48% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan Fund is Equity - Mid Cap Fund.
Nikhil Gada and Trideep Bhattacharya manage the Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan Fund.
Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan current PE ratio is 45.85 and PB ratio is 6.89
The asset allocation of Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan is Stocks : 88.55%, Debt : 11.45% and Gold : 0%
The minimum SIP amount for Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹1000000.00
The exit load for Altiva Equity Ex-Top 100 Long-Short Fund - Growth - Direct Plan is 0.50% on or before 90 days, Nil after 90 days
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