Union Mutual Fund SIF launches Arthaya Equity Long Short Fund

NFO period: 04^th May - 18^th May, 2026

Highlights of the NFO:

• Scheme type - An open-ended equity investment strategy investing in listed equity and equity related instruments including limited short exposure in equity through derivative instrument


• 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. There is no assurance that the investment objective of the Investment Strategy will be achieved.


• Product suitability - This product is suitable for investors who are seeking to generate long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments while employing limited short exposure through derivatives to enhance returns and manage risk efficiently.


• Minimum Application Amount - Rs. 5,000 and in multiples of Re. 1 thereafter.


• Plan/ Options available - Regular plan & Direct plan having Growth Option and Income Distribution cum Capital Withdrawal (IDCW) Option (with Payout of Income Distribution cum capital withdrawal option and Reinvestment of Income Distribution cum capital withdrawal option).


• Fund Managers - Mr. Rajesh Aynor & Mr. Hiten Bhadra


• Benchmark - NIFTY 200 Total Return Index (TRI)