Debt
High-quality instruments with short to moderate duration; an intended stability layer.
Arudha SIF · Bandhan Mutual Fund
Arudha Equity Long-Short Fund
An open-ended strategy investing in listed equities and equity-related instruments, with limited short exposure through derivatives. It seeks long-term capital appreciation while using multiple portfolio levers to manage risk.
Fund information is based on the June 2026 one-pager. Outcomes and capital are not guaranteed.
Investment approach
Four levers in one equity strategy
The one-pager describes dynamic allocation between gross equity and debt, followed by long positions, short positions and a covered call overlay within the equity sleeve. These are intended portfolio roles, not promises of returns or downside protection.
Long equity
A focused equity portfolio, with attention to earnings risk and valuation discipline.
Short equity
Derivative positions that may hedge risk or seek opportunities in richly valued stocks.
Covered calls
Opportunistic call selling intended to add income when the manager sees a fair-value gap.
The described construction is indicative and may change with market conditions and the fund managers' views. Refer to the current ISID for the investment mandate and limits.
Portfolio snapshot
Allocation as of 30 June 2026
| Portfolio component | Reported allocation |
|---|---|
| Gross equity | 84.12% |
| Long positions | 74.83% |
| Short positions | 6.28% |
| Covered call overlay | 0.00% |
| CD / T-bill / G-Secs | 12.04% |
Figures reproduce the one-pager's reported categories. Gross equity, long positions, short positions and covered calls use different exposure measures and must not be added together.
How to read this snapshot
A point-in-time portfolio
The strategy describes 80–100% gross equity and 0–20% debt as its indicative allocation ranges. Actual holdings and derivative exposure can change. The one-pager states a maximum 25% unhedged short exposure through equity derivatives.
Fund details
Key terms to review
- Fund structure
- Open-ended equity investment strategy
- Benchmark
- Nifty 500 TRI
Minimum investment
₹10 lakh initially for unaccredited investors, aggregated across Arudha SIF strategies at PAN level; ₹1 lakh for accredited investors. Further investments: multiples of ₹1.
Exit load
0.50% of applicable NAV for redemption or switch-out within 30 days of allotment; nil after 30 days.
Terms shown are from the June 2026 one-pager and may change. Verify the current ISID and application documents before investing.
Before you invest
Risk and performance context
Suitability and risk
The product is described for investors seeking long-term capital appreciation from a diversified equity portfolio with limited derivative short exposure. The fund house's strategy page and ISID show Risk Band Level 5 for both the fund and Nifty 500 TRI. SIFs involve relatively higher risk, including potential loss of capital, liquidity risk and market volatility.
Illustrative backtest
The one-pager includes a modelled return comparison using historical data and assumptions. It is illustrative, does not represent the fund's realised performance and should not be used as a return expectation. Actual positioning and results may differ.
Portfolio snapshot source: Arudha SIF (Bandhan Mutual Fund), Arudha Equity Long-Short Fund one-pager, June 2026. Risk band checked against the official strategy page and ISID. BlackSwan Securities has summarised the documents for information only.
FAQ
What is Arudha Equity Long-Short Fund?
It is an open-ended equity investment strategy of Arudha SIF (Bandhan Mutual Fund). It invests in listed equity and equity-related instruments and may take limited short exposure through derivatives.
What is the minimum investment?
The June 2026 one-pager states an initial minimum of ₹10 lakh for unaccredited investors, measured in aggregate across Arudha SIF strategies at PAN level. It states ₹1 lakh for accredited investors. Further investments can be made in multiples of ₹1. Check the current ISID before applying.
What is the exit load?
The June 2026 one-pager states an exit load of 0.50% of applicable NAV if units are redeemed or switched out within 30 days from allotment, and nil after 30 days.
What are the risk band and benchmark?
The fund house's current strategy page and ISID show Risk Band Level 5 for both the strategy and its benchmark, Nifty 500 TRI. Risk bands may change; verify the latest disclosure before investing.
Are the one-pager's backtest returns actual fund returns?
No. The return figures in the one-pager are an illustrative backtest based on a model portfolio. They are not actual fund performance and do not indicate future returns.
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