Arthaya Equity Long Short Fund - Regular Plan - IDCW Option
Fund House: Union Mutual Fund SIF| Category: SIF - Equity Long Short |
| Launch Date: 04-05-2026 |
| Asset Class: |
| Benchmark: NIFTY 200 TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 1000000.0 |
| Minimum Topup: 10000.0 |
| Total Assets: - |
| Turn over: - | Exit Load: 1% if redeemed or switched out on or before completion of 1 year from the date of allotment of units. Nil if redeemed or switched out after completion of 1 year from the date of allotment of units. |
10.0193
-0 (-0.0259%)
0.3%
Benchmark: 13.69%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 200 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the Investment Strategy is to generate long term 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Arthaya Equity Long Short Fund - Regular Plan - IDCW Option | 04-05-2026 | - | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Scheme Documents
There are no scheme documents available
