Altiva Equity Ex-Top 100 Long-Short Fund - Regular Plan - Growth
Investment Objective
To generate capital appreciation in the long term by predominantly investing in equity and equity related securities of Ex - top 100 companies. The Investment Strategy may also invest in various derivative instruments, including short exposure through unhedged derivative positions in equity and equity related instruments of Ex - top 100 stocks upto 25%. There is no assurance that the investment objective of the Investment strategy will be achieved.
Fund Mandate
TRUSTMF Small Cap Fund - Growth - Direct Plan and 4 more peers in this category.
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Category avg is the average return of every scheme in this fund's SEBI class (Equity - Ex-Top 100 Long-Short Fund) over the same period. Returns up to 1 year are absolute; returns beyond 1 year are annualised (CAGR). This is Accord's own stated convention for equity-oriented schemes.
Risk metrics are not available for this fund.
This is an equity-oriented fund. Under rules effective since Budget 2024 (23 July 2024):
Short-Term Capital Gains (held ≤ 12 months): taxed at a flat 20%.
Long-Term Capital Gains (held > 12 months): taxed at 12.5% on gains above ₹1.25 lakh in a financial year, with no indexation benefit.
General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.