Arudha Hybrid Long- Short Fund

Benchmark Index: CRISIL Hybrid 85+15 Conservative Index

Plan: Regular Growth

NAV

10.00

TER:
Minimum Investment Amount:Rs.10,00,000/- and in multiples of Re. 1/- thereafter
Minimum SIP Investment:Rs. 10,000/- and in multiples of Re. 1 thereafter [Minimum 6 instalments]
Exit Load:NIL

This product is suitable for investors who are seeking

To generate short to medium term optimal returns. An Interval investment strategy investing predominantly in equity and debt secu

Risk Band Level 2

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Arudha Hybrid Long-Short Fund-Regular Plan-Growth

From — To

AMC AUM: ₹40 Cr as of 31 January 2026

No data available

Fund Details (Arudha Hybrid Long- Short Fund)

Investment Objective

The investment objective of the strategy is to generate optimal returns by investing predominantly in equity and debt securities, including limited short exposure in equity and debt through derivatives.

Category of SchemeHybrid Long- Short Fund
Type of SchemeAn interval investment strategy investing in equity and debt securities, including limited short exposure in equity and debt through derivatives
Inception Date9th,Jan 2026
Lock-in PeriodThe investment strategy will be structured as an “Interval Investment Strategy” with twice a week (Monday & Wednesday) redemption facility and daily subscription facility.
Minimum Application AmountDuring NFO: Minimum Investment Amount/ Minimum Investment Threshold: Rs. 10,00,000 and in multiples of Re. 1/- thereafter, across all the investment strategies launched under Arudha SIF, at the Permanent Account Number (‘PAN’) level, should not be less than Rs. 10 lakhs. On continuous basis: Initial Investment Amount: Rs.10,00,000/- and in multiples of Re. 1/- thereafter. Switches During NFO or on continuous basis, between Investment Strategies of Arudha SIF are allowed and will be subject to compliance of Minimum Investment Threshold. The minimum switch amount shall be Rs. 10,000/- and in multiples of Re. 1 thereafter. Initial Investment amount for accredited investor* during NFO and on continuous basis: Rs.1,00,000/- and in multiples of Re. 1/- thereafter.
Benchmark IndexCRISIL Hybrid 85+15 Conservative Index
Fund ManagerKapil Kankonkar | Brijesh Shah | Debraj Lahiri | Nilesh Saha
Risk FactorFor detailed scheme/securities related risk factors, please refer to the ISID (Investment Strategy Information Document)

Asset Allocation Pattern

InstrumentMinimumMaximum
Investment in Equity and equity related instruments 35%65%
Investments in Debt & Money Market instruments35%65%
Investments in InvITs0%20%

Investment Strategy

This investment approach seeks to deliver risk-adjusted long-term capital appreciation and income through a dynamically managed hybrid portfolio.

The strategy allocates across equity and equity-related instruments (25%–75%), debt and money market instruments (25%–75%), unhedged derivative short positions in equity and debt (0%–25%), REITs and InvITs (0%–20%), and hedged positions in equity and debt (0%–100%), allowing flexibility across market cycles.

The portfolio combines long positions in high-quality equities with tactical short positions via derivatives to manage downside risk and capitalize on market inefficiencies.

The debt allocation focuses on investment-grade instruments and money market securities to provide stability and income, while selective exposure to REITs and InvITs enhances diversification and cash-flow visibility.

Active asset allocation, disciplined risk management, and periodic rebalancing are used to control volatility and improve portfolio resilience, with the objective of generating consistent outcomes across varying market conditions.