Arthaya Equity Long Short Fund - Regular Plan
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Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of Arthaya Equity Long Short Fund - Regular Plan
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
Peer Comparison
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Arthaya Equity Long Short Fund - Regular Plan
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Other details of Arthaya Equity Long Short Fund - Regular Plan
Assets
₹117 Cr
Exit Load (Days)
--
Min. Investment (₹)
10,00,000
Min. Withdrawal (₹)
1,000
Min. SIP Investment (₹)
10,000
Min. No of Cheques
6
About Arthaya Equity Long Short Fund - Regular Plan
Arthaya Equity Long Short Fund - Regular Plan is a equity mutual fund scheme of Union Mutual Fund. Launched on May 25, 2026, it is currently managed by Rajesh Aynor and Hiten Bhadra. The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹117 Cr.
Arthaya Equity Long Short Fund - Regular Plan is mandated to invest at least 80 per cent of its assets in equity stocks at all times. These funds can take up to 25 per cent short exposure through unhedged equity derivative positions. The fund allows minimum lumpsum investment of ₹10,000 and minimum SIP of ₹10,000.
Investment Strategy
This scheme seeks to generate longterm capital appreciation over the investment cycle by deploying capital in equity and equity related instruments including limited short exposure through derivatives across the market capitalisation.
Suitability
Equity Long-Short SIFs are suitable for investors:
- Seeking exposure in a diversified set of stocks and derivatives for high returns
- Aiming for long-term wealth creation
- With a 5+ year investment horizon
- Who are at ease with the market's ups and downs
FAQ for Arthaya Equity Long Short Fund - Regular Plan
How to Invest in Arthaya Equity Long Short Fund - Regular Plan?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Arthaya Equity Long Short Fund - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Arthaya Equity Long Short Fund - Regular Plan can be bought from the Union Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What are the top holdings of Arthaya Equity Long Short Fund - Regular Plan?
| Company | Percentage of Portfolio |
|---|---|
|
Reserve Bank of India T-Bills 91-D 20/08/2026 |
8.47
|
|
Reserve Bank of India T-Bills 91-D 28/08/2026 |
4.23
|
What is the return of Arthaya Equity Long Short Fund - Regular Plan in the last 5 years?
Over the past five years, Arthaya Equity Long Short Fund - Regular Plan has delivered an annualised return of --% as of 01-Aug-2026.
What is the minimum investment required in Arthaya Equity Long Short Fund - Regular Plan?
The minimum investment required to start investing in Arthaya Equity Long Short Fund - Regular Plan is ₹10,00,000 for the lump sum option and ₹10,000 for the SIP (Systematic Investment Plan) option.
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