Insufficient fund history to generate its report card
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Regular growth
Launched On
20 Oct 2025
1 years ago
Lock-in Period
No lock-in
NAV
as of 12 Oct 2026
₹10.9268
+0.0696% (0.10)
AUM
₹7,010 Cr
Expense ratio
2.11%
Benchmark
Fund Plan
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Tax info and exit load
Exit Load
If units sold before 30D
0.5%
If units sold after 30D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
20.03%
Industrials
11.58%
Consumer Cyclical
10.85%
Technology
10.64%
Real Estate
9.97%
Fund House
Altiva SIF
Inc: 20 Oct 2025 • Total AUM: ₹7,955 Cr • Rank #38
Edelweiss Mutual Fund, started in 2009, has Edelweiss as its sponsor. The fund house is headed by Radhika Gupta as the CEO. As of 31 March 2024, it has an AUM of ₹1,61,815 Cr.
Fund Managers
Kedar Karnik
Experience: 9.78 yrs • Total AUM: 3,34,221 Cr
Bharat Lahoti
Experience: 9.06 yrs • Total AUM: 3,81,261 Cr
Amit Vora
Experience: 5.65 yrs • Total AUM: 2,83,885 Cr
Dhawal Dalal
Experience: 9.87 yrs • Total AUM: 2,45,766 Cr
Bhavesh Jain
Experience: yrs • Total AUM: 47,516 Cr
Risk
Category risk
Low to moderate
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.