Arthaya Equity Long Short Fund Direct Growth

Arthaya Equity Long Short Fund Direct Growth
High Risk
Launch date04 May 2026
Allotment date25 May 2026
End date18 May 2026
NAV₹10.00
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: --Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implication--
Understand terms
Minimum investment amountsMin. for 1st investment₹10,00,000
Min. for 2nd investment onwards₹1,00,000
Min. for SIP₹10,000
Fund managementHiten Bhadra
May 2026 - Present
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Also manages these schemes
Arthaya Equity Long Short Fund Direct Growth
Rajesh Aynor
May 2026 - Present
View details
Education
Mr. Aynor is Bachelor of Engineering in Chemical and MMS (Finance).
Experience
He has over 5 years of experience in the field of financial services. He is designated as fund manager for investments in overseas securities market. He is working as an Investment Analyst with the AMC since October 29, 2007. Prior to this assignment, he was working as Investment Analyst with Tata Mutual Fund. He has also been associated with organizations like Alliance Capital Mutual Fund, CARE Ratings Ltd. and IDBI Capital Market Services Ltd.
Also manages these schemes
Arthaya Equity Long Short Fund Direct Growth
Fund house & investment objective
Union Mutual Fund
Rank (total assets)--
Total AUM--
Date of Incorporation--
    Arthaya Equity Long Short Fund Direct Growth is a -- Mutual Fund Scheme launched by --.     This scheme was made available to investors on 04 May 2026.     Rajesh Aynor is the Current Fund Manager of Arthaya Equity Long Short Fund Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of NA Cr and     the Latest NAV as of 04 May 2026 is ₹10.00.  

    The Arthaya Equity Long Short Fund Direct Growth is rated High risk.     Minimum SIP Investment is set to ₹10,000.     Minimum Lumpsum Investment is ₹10,00,000.     
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Investment ObjectiveThis 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. 
 
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Fund benchmark--
Scheme Information Document(SID)
Fund house contact details
Address
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Phone
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Launch Date
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E-mail
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Website
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Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Nippon India Small Cap Fund Direct Growth
4
11.2%22.0%61,808.85
Franklin India Mid Cap Fund Direct Growth
3
3.9%21.3%10,899.40
Franklin India Small Cap Fund Direct Growth
3
8.7%20.3%11,724.35
HDFC Small Cap Fund Direct Growth
4
8.0%17.4%33,724.28
Franklin India Technology Fund Direct Growth
--
-4.2%16.7%1,556.24

Rank (total assets)	--
Total AUM	--

Date of Incorporation	--

Fund benchmark	--

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Small Cap Fund Direct Growth	4	11.2%	22.0%	61,808.85
Franklin India Mid Cap Fund Direct Growth	3	3.9%	21.3%	10,899.40
Franklin India Small Cap Fund Direct Growth	3	8.7%	20.3%	11,724.35
HDFC Small Cap Fund Direct Growth	4	8.0%	17.4%	33,724.28
Franklin India Technology Fund Direct Growth	--	-4.2%	16.7%	1,556.24