SCHEME OVERVIEW

Arudha Equity Long-Short Fund-Regular Plan-Quarterly IDCW

Category: SIF - Equity Long Short
Launch Date: 05-03-2026
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 0.0% As on ()
Status: Open Ended Schemes
Minimum Investment: 1000000.0
Minimum Topup: 10000.0
Total Assets: 0 Cr As on ()
Turn over:
NAV as on 24-04-2026

10.108

-0.08 (-0.7618%)

CAGR Since Inception

2.89%

NIFTY 500 TRI 12.13%

PERFORMANCE of Arudha Equity Long-Short Fund-Regular Plan-Quarterly IDCW

Scheme Performance (%) Data as on - 24-04-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Arudha Equity Long-Short Fund-Regular Plan-Quarterly IDCW - - - - 2.89
NIFTY 500 TRI 2.74 15.88 14.39 14.27 12.13
SIF - Equity Long Short - - - - -1.37

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Nilesh Saha, Mr. Brijesh Shah

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.

RETURNS CALCULATOR for Arudha Equity Long-Short Fund-Regular Plan-Quarterly IDCW

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Arudha Equity Long-Short Fund-Regular Plan-Quarterly IDCW

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Arudha Equity Long-Short Fund-Regular Plan-Quarterly IDCW - - - - - -
SIF - Equity Long Short - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Arudha Equity Long-Short Fund-Regular Plan-Quarterly IDCW 05-03-2026 0.0 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Arudha Equity Long-Short Fund-Regular Plan-Quarterly IDCW

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)