Arudha Hybrid Long- Short Fund

About the Fund

Strategy snapshot and portfolio approach

The investment objective of the Investment Strategy is to generate regular income by predominantly investing in Derivatives strategies like covered calls, arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. There is no assurance that the investment objective of the Investment strategy will be achieved.

Investment Objective

Primary goal of the fund and outlines

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.

Fund Details

Structural and regulatory information about the scheme

Scheme Type

Open Ended Fund

Taxation

Debt

Launch Date

28 Jan 2026

Exit Load

NIL

Standard Deviation

—

Beta

—

Sharpe Ratio

—

YouTube

Product and sales related videos

Product Related

Sales Related

Performance

Net Asset Value (NAV) movement over time

NAV history is not available yet for .

Performance Data Disclaimer

The daily NAV performance charts displayed on this page are sourced directly from NAV files uploaded by the respective Asset Management Companies (AMCs) on the AMFI website. SIFbazar.in has no control over the accuracy, timeliness, or completeness of this data and merely plots it for visualization purposes.

Past performance is not indicative of future results. NAV values are subject to market risks, and investors should independently verify data with official AMFI sources or the AMC before making decisions. SIFbazar.in disclaims any liability for errors, delays, or omissions in the displayed information.

Portfolio Composition

How the fund's investments are distributed across assets and sectors

Asset Allocation data not available

Sector Allocation

Tap or hover on segments to inspect allocation values.

Top Holdings

Largest investments by portfolio weight

Instrument	Type	Allocation (%)
Adani Green Energy Ltd	Equity	1.63
Axis Bank Ltd	Equity	1.38
Jio Financial Services Ltd.	Equity	1.34
State Bank of India	Equity	1.32
Reliance Industries Ltd	Equity	1.29
Bharti Airtel Ltd.	Equity	1.28
Vodafone Idea Ltd.	Equity	1.27
Adani Energy Solutions Ltd.	Equity	1.24

Fund Managers

Professionals responsible for managing the scheme

Kapil Kankonkar

Mr. Kapil Kankonkar is associated with Bandhan AMC since June 2025 as a part of the equity fund management team. In his current role, he is responsible for equity investment function for the schemes of Bandhan Mutual Fund. Prior to joining the same, he was associated with Kotak Securities Limited from February 20, 2023 to June 07, 2025 and with JM Financial Services Limited from June 06, 2007 to February 18, 2023, where he was responsible for fund management of Arbitrage Funds.

Nilesh Saha

Mr. Saha joined Bandhan AMC Limited on September 29, 2025 as a part of equity investment team. Prior to the same he was associated with Julius Baer Wealth Advisors (India) Pvt Limited from September 2023 to September 2025 where he was responsible for investment research and portfolio management activities for Category III AIF. Prior to that he was associated with Edelweiss Asset Management Limited from May, 2014 to August 2023, where he was responsible for investment research and portfolio management of Category III AIF.

Documents

Official scheme documents and disclosures

Factsheet

Risk & Disclaimers

Important information investors should be aware of

Riskometer of the Scheme

Low

Risk Level 1 of 5

This fund's risk level is based on the scheme's Risk-o-Meter as disclosed by the fund house. Investors should assess their risk appetite before investing.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

NAV and performance data shown above are historical and for illustrative purposes only. Past performance does not guarantee future returns.

For detailed information on investment objectives, risks, expenses, and other scheme-related details, please refer to the official scheme documents such as the Factsheet and Key Information Memorandum (KIM).

Check SEBI Website for more on Risk-O-Meter: https://investor.sebi.gov.in/riskometer.html

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