Archive · 29 Sep 2025
Edelweiss Launches New Hybrid Fund for Affluent Investors
Edelweiss launched the Altiva SIF Hybrid Long-Short Fund (AHLSF), a Specialised Investment Fund (SIF) for wealthier investors.
SIFs are a new type of investment in India, requiring a minimum investment of ₹10 lakh.
The AHLSF invests in stocks, bonds, and uses strategies involving derivatives.
It aims to offer potentially higher returns with strategies like covered calls and protective puts.
Long-term gains are taxed at 12.5% after two years.
Investors should consider carefully, as this investment includes derivatives that are potentially riskier.
Edelweiss launched the Altiva SIF Hybrid Long-Short Fund (AHLSF) on October 1, 2025.
SIFs are designed for affluent investors with a minimum investment of ₹10 lakh.
AHLSF allocates to debt, equities, arbitrage, and derivatives.
The fund will utilize covered calls, straddle, strangle and protective put strategies.
Long-term capital gains are taxed at 12.5% after two years.
- Who
- Edelweiss Mutual Fund
- What
- Launched the Altiva SIF Hybrid Long-Short Fund
- When
- NFO: October 1-15, 2025
- Where
- India
- Why
- To provide a new investment avenue for affluent investors.
- Fund Name
- Altiva SIF Hybrid Long-Short Fund (AHLSF)
- Launch Date
- October 1, 2025
- Minimum Investment
- ₹10 lakh
- Redemption
- Mondays and Wednesdays
- Expense Ratio
- Max 2.35% (Regular Plan)
- Equity Allocation
- 25-50%
- Debt Allocation
- Approx. 50%
- Tax Benefits
- 12.5% LTCG after 2 years
