Arudha Equity Long-Short Fund-Regular Plan-Monthly IDCW
Category: SIF - Equity Long Short
Launch Date: 05-03-2026
AUM:
₹ 110.81 Cr
Expense Ratio
3.24%
Benchmark
Nifty 500 TRI
ISIN
INF194K30390
Minimum Investment
1000000.0
Minimum Topup
10000.0
Minimum SIP Amount
10000
Fund Manager
Mr. Nilesh Saha, Mr. Brijesh Shah
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Arudha Equity Long-Short Fund-Regular Plan-Monthly IDCW | - | - | - |
| NIFTY 500 TRI | -8.03 | 10.07 | 8.09 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.895
Last change
0.06 (0.5963%)
Fund Size (AUM)
₹ 110.81 Cr
Performance
-1.4% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment 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 derivatives There is no assurance that the investment objective of the Investment strategy will be realized.
Fund Manager
Mr. Nilesh Saha, Mr. Brijesh Shah
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Clearing Corporation of India Ltd | 11.14 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 5.07 |
| HDFC BANK LIMITED EQ NEW FV RE. 1/- | 4.17 |
| 182 Days Treasury Bills | 3.85 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 3.55 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 3.02 |
| SUNDARAM CLAYTON LIMITED EQ NEW FV RS.5/- | 2.93 |
| Net Receivables / (Payables) | 2.45 |
| CIPLA LIMITED EQ NEW FV RS.2/- | 2.31 |
| IPCA LABORATORIES LIMITED EQ NEW FV RE .1/- | 2.16 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 32.44 |
| Healthcare | 8.56 |
| Automobile and Auto Components | 4.93 |
| Telecommunication | 4.83 |
| Information Technology | 3.5 |
| Fast Moving Consumer Goods | 3.42 |
| Oil, Gas & Consumable Fuels | 3.18 |
| Realty | 2.5 |
| Metals & Mining | 2.38 |
| Media, Entertainment & Publication | 2.29 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Arudha Equity Long Short Fund Reg Plan Mly IDCW | 0.0 |