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Fund Card

Arudha Equity Long-Short Fund-Reg(G)

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fund objective

The Investment strategy seeks to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments, including limited short exposure through derivativesThere is no assurance that the investment objective of the Investment strategy will be realized.

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2025-2026
NAV in Rs (as on 31-Mar-2026)9.82
Net Assets(Rs Crores) (as on 31-Mar-2026) 39.30
Scheme Returns(%)(Absolute)-1.76
B'mark Returns(%)(Absolute)NA
Category Rank14/38
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2026-20274.37-1.60NANA
Top 10 holdings
company (%)
ICICI Bank Ltd.4.42 
HDFC Bank Ltd.4.00 
Bharti Airtel Ltd.3.46 
Mahindra & Mahindra Ltd.3.06 
Cipla Ltd.2.41 
TVS Holdings Ltd.2.09 
Shriram Finance Ltd.2.02 
Ipca Laboratories Ltd.2.02 
Bajaj Holdings & Investment Ltd.2.01 
State Bank Of India1.99 

Category

Long-Short Fund

Launch Date

24-Mar-26

Scheme Benchmark

NIFTY 500 - TRI

AUM ( in Cr.)

133.38

portfolio price to book value

4.6

investing style?

Large Growth

fund manager?

Nilesh Saha,Brijesh Shah

inception date (regular plan)

24-Mar-26

expense ratio (regular plan) %

3.24

Top 10 sectors
sectors (%)
Bank - Private11.68
Finance - NBFC5.79
Pharmaceuticals & Drugs5.53
Telecommunication - Service Provider5.12
Finance - Asset Management3.12
Automobiles - Passenger Cars3.06
Hospital & Healthcare Services2.76
Film Production, Distribution & Entertainment2.52
Power Generation/Distribution2.34
Steel & Iron Products2.30

Growth Chart of the Scheme (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • maximum
performance comparison with similar schemes
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Arudha Equity Long-Short Fund-Reg(G)Large-Growth 24-Mar-2026133.38NANANANA0.65
Qsif Equity Long-Short Fund-Reg(G)Large-Growth 07-Oct-20251,017.785.32NANANA6.03
WSIF Equity Long-Short Fund-Reg(G)Large-Growth 06-May-202642.21NANANANA-1.06
Diviniti Equity Long Short Fund-Reg(G)Large-Growth 01-Dec-2025246.02NANANANA-14.39
Arthaya Equity Long Short Fund-Reg(G)Large-Growth 25-May-2026130.96NANANANA-3.37
Sapphire Equity Long-Short SIF-Reg(G)Large-Growth 29-Apr-2026211.03NANANANA-5.85
Titanium Equity Long-Short Fund-Reg(G)Large-Growth 14-May-2026343.89NANANANA0.83
iSIF Equity Long-Short Fund-Reg(G)Large-Growth 05-Jun-2026789.84NANANANA1.90
DynaSIF Equity Long-Short Fund-Reg(G)Large-Growth 25-Feb-2026403.87NANANANA-0.90
Summit Equity Long-Short Fund-Reg(G)Large-Growth 22-Jul-2026375.61NANANANA-0.30

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AMFI Logo Registered Distributor: ARN- 257036

Disclaimer

Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing. Past performance is not indicative of future returns. Please consider your specific investment requirements before choosing a fund, or designing a portfolio that suits your needs. ARN - 257036

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