Arudha SIF

Arudha Equity Long-Short Fund-Regular Plan-Growth

AMFI scheme code SIF-62 · ISIN INF194K30358

A predominantly equity mandate that holds long positions in stocks it expects to appreciate while taking limited short exposure, through derivatives, against those it expects to fall. The short leg is capped by SEBI at 25% of net assets, so the strategy is directional rather than market-neutral: it aims to add return and damp drawdowns, not to remove market exposure.

Minimum investment

₹10,00,000

Expense ratio

3.11%Total TER, Regular plan, 12 Nov 2026

Exit load

0.50% of applicable NAV if redeemed/switched out on or within 30 days from date of allotment; Nil after 30 days. Entry Load: Not Applicable.

Risk band

Band 5

Benchmark

NIFTY 500 Total Return Index (TRI)

Redemption

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

Taxation

Equity-oriented: LTCG (holding >12 months) 12.5% u/s 112A; STCG (<12 months) 20% u/s 111A; IDCW taxed at investor slab rates plus surcharge and cess; STT applicable. Tax at strategy/SIF level: NIL.

Dividend

Growth Option and IDCW (Income Distribution cum capital withdrawal) Option available under both Regular and Direct Plans. IDCW offers Daily/Weekly (reinvestment only), Fortnightly, Monthly, Quarterly, Half yearly, Annual & Periodic frequencies, each with Payout/Reinvestment/Transfer of IDCW. Default option is Growth. This scheme is the Regular Plan - Growth option.

Arudha Hybrid Long-Short Fund-Regular Plan-Growth

AMFI scheme code SIF-40 · ISIN INF194K30010

A mandate that holds both equity and debt, with limited short exposure through derivatives on either leg. The debt allocation is what separates it from an equity long-short strategy — it is meant to steady returns across the cycle rather than to maximise them in a rising market. Short exposure is capped by SEBI at 25% of net assets.

Minimum investment

₹10,00,000

Expense ratio

1.23%Total TER, Regular plan, 12 Nov 2026

Exit load

Entry Load: Nil; Exit Load: Nil

Risk band

Band 1

Benchmark

CRISIL Hybrid 85+15 Conservative Index (Tier 1; Tier 2: NA)

Redemption

Twice a week (Mondays and Wednesday). Revised from Mondays and Thursdays with effect from March 19, 2026 by Notice-cum-Addendum no. 9 of 2026.

Taxation

Tax on income distribution cum capital withdrawal: as per applicable slab/tax rates; for FPIs 20% (under section 115AD); Nil for the Investment Strategy/SIF. Capital gains, as tabulated in the ISID for funds other than equity-oriented funds that are not a Specified Mutual Fund ("Hybrid Funds"): long-term (holding period more than 12 months) 12.50%; short-term (holding period up to 12 months) at applicable slab rates. Tax rates are increased by applicable surcharge and health and education cess. Full details deferred to the SAI.

Dividend

Growth and IDCW options available; IDCW offered as Payout and Reinvestment in Daily, Weekly, Fortnightly, Monthly, Quarterly, Half Yearly, Annual and Periodic frequencies (Regular and Direct plans)