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Mumbai: Edelweiss Mutual Fund announced that its Altiva Hybrid Long-Short Specialised Investment Fund (SIF) successfully concluded its maiden subscription round, mobilising approximately ₹320 crore. The newly launched fund, which blends hybrid investment strategies under a tax-efficient structure, attracted strong interest from both individual and corporate investors.
The Altiva Hybrid Long-Short SIF is designed to generate income-oriented, low-volatility returns through a diversified investment approach that combines fixed income instruments, equity arbitrage, long/short equity positions, and selective participation in special situations such as IPOs, mergers, buybacks, and low-risk derivative opportunities.
This multi-strategy structure allows the fund to aim for consistent risk-adjusted returns, making it an attractive proposition for investors seeking stability and predictability over the medium term.
Innovative Structure with Tax Efficiency
One of the fund’s standout features is its Specialised Investment Fund (SIF) framework, which offers greater flexibility and tax efficiency compared to conventional investment vehicles. Under this structure, long-term capital gains exceeding 24 months are taxed at 12.5%, compared with higher rates applicable to Category III Alternative Investment Funds (AIFs).
This advantage, along with the fund’s hybrid allocation strategy, makes it suitable for investors looking to balance growth potential with capital protection and post-tax efficiency.
The Altiva Hybrid Long-Short Fund allows daily subscriptions and redemptions twice a week (on Mondays and Wednesdays). The minimum investment requirement is ₹10 lakh, positioning it as a premium offering for high-net-worth individuals (HNIs) and institutional investors who seek sophisticated yet stable exposure to hybrid strategies.
Balanced Strategy for Dynamic Markets
Edelweiss Mutual Fund’s Altiva platform is part of its ongoing efforts to build innovative investment solutions that adapt to India’s evolving capital market landscape. The hybrid long-short strategy aims to deliver steady income and moderate growth, even in fluctuating markets, by maintaining a balance between directional exposure and hedged positions.
The fund manager employs a mix of:
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Fixed Income Assets for predictable income and capital preservation.
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Equity Arbitrage to capture short-term price differentials.
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Long/Short Equity Strategies to benefit from both rising and falling markets.
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Special Situations Investments, including IPO allocations, buybacks, and corporate actions that offer asymmetric returns.
Through this dynamic mix, the fund seeks to generate consistent returns with lower drawdowns than traditional equity funds, making it a compelling choice for investors with moderate risk appetites.
Managing Risk and Transparency
Edelweiss Mutual Fund emphasized that while the Altiva Hybrid Long-Short SIF aims for stability, it remains subject to the inherent risks associated with capital markets, including potential capital loss, liquidity risks, and market volatility.
The fund’s disclosure documents advise investors to carefully assess their risk tolerance, investment horizon, and liquidity needs before committing capital. Edelweiss underscored its focus on transparency and active communication, ensuring that investors remain informed about portfolio performance and strategy execution.
Part of a Broader Growth Strategy
Edelweiss Mutual Fund, a part of Edelweiss Financial Services Ltd, manages a diverse suite of investment products across equities, fixed income, hybrid funds, and SIFs. With an investor base of over one crore customers and assets under management (AUM) of nearly ₹2.2 lakh crore, the firm continues to strengthen its leadership in innovative and alternative investment solutions.
The launch of the Altiva Hybrid Long-Short SIF comes amid increasing demand from investors for structured, low-volatility products that can perform well across market cycles. The product reflects Edelweiss MF’s commitment to risk-managed, tax-efficient wealth creation tailored to the needs of sophisticated investors.
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