Arudha Equity Long-Short Fund

Benchmark Index: NIFTY 500 TRI

Plan: Regular Growth

NAV

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Minimum Investment Amount:Rs.10,00,000/- and in multiples of Re. 1/- thereafter

Minimum Investment for SIP:Rs. 10,000/- and in multiples of Re. 1 thereafter [Minimum 6 instalments]

Exit Load:If redeemed/switched out on or within 30 days from the date of allotment: 0.50% of the applicable NAV.
If redeemed/switched out after 30 days from date of allotment – Nil.

Subscription:Daily (Business days)

Redemption:Daily (only on business days) or at such frequency as may be decided by the AMC, subject to approval of SEBI.

This product is suitable for investors who are seeking

To generate long-term capital appreciation. Investments in a diversified portfolio of equity and equity related instruments, including limited short exposure through derivatives.

Risk Band Level 5

Arudha Equity Long Short Fund - Regular Plan Growth Option

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Fund Details (Arudha Equity Long-Short Fund)

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.

Category of SchemeEquity Long-Short Fund

Type of SchemeAn open-ended equity investment strategy investing in listed equity and equity-related instruments including limited short exposure in equity through derivative instruments.

Inception Date05 Mar 2026

Lock in PeriodNil

Minimum Application Amount• During NFO: Rs. 10,00,000/- and in multiples of Re. 1/- thereafter. The aggregate investment across all investment strategies under Arudha SIF at the PAN level should not be less than Rs. 10 lakhs. • On Continuous Basis: Rs. 10,00,000/- and in multiples of Re. 1/- thereafter. Minimum switch amount: Rs. 10,000/- and in multiples of Re. 1/- thereafter. • For accredited investor: Rs. 1,00,000/- and in multiples of Re. 1/- thereafter.

Benchmark IndexNIFTY 500 TRI

Load StructureIf redeemed/switched out on or within 30 days from the date of allotment: 0.50% of the applicable NAV. If redeemed/switched out after 30 days from date of allotment – Nil.

Fund ManagerMr. Brijesh Shah | Mr. Nilesh Saha

Applicable NAVThe NAV applicable for purchase or redemption or switching of Units will be based on the time of the Business Day on which the application is time stamped at the official point of acceptance and subject to receipt of funds before the prescribed cut-off time.

Risk FactorFor detailed scheme/securities related risk factors, please refer to the ISID (Investment Strategy Information Document)

Asset Allocation Pattern

Instrument	Minimum	Maximum
Investments in equity and equity-related instruments (including unhedged short exposure)	80%	100%
Investments in Debt & Money Market instruments	0%	20%
Investments in InvITs	0%	20%

Investment Strategy

This investment approach seeks to generate long-term capital appreciation through a diversified portfolio primarily invested in listed equity and equity-related instruments, while employing limited short exposure through derivatives to enhance risk-adjusted returns. The strategy predominantly allocates 80%–100% of its assets to equity and equity-related instruments (including unhedged short exposure), 0%–20% to debt and money market instruments, and 0%–20% to units of InvITs, providing flexibility to manage market opportunities and risks.

The portfolio combines long positions in fundamentally strong equities with selective short positions in equity derivatives (up to 25% of assets) to hedge market risks and capture relative value opportunities. The strategy may also invest in domestic and permitted overseas securities to broaden the opportunity set and enhance diversification across markets.