Arthaya Equity Long Short Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Arthaya Equity Long Short Fund Growth Fund Overview
SIP ₹10000 & Lump. ₹1000000
₹117 Cr
N/A
5.65
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.
Nifty 200 Total Return
Arthaya Equity Long Short Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.06 | 0.72 | 4.51 |
| 6M | 0.00 | 2.98 | 0.00 |
| 1Y | 0.00 | 5.55 | 0.00 |
| 3Y | 0.00 | 15.54 | 0.00 |
Portfolio Analysis
- Equity: 65.91%
- Debt: 34.09%
- Others
About Fund Arthaya Equity Long Short Fund Growth
Arthaya Equity Long Short Fund Growth managed by Union Mutual Fund SIF,is a Equity - Long Shortscheme with Assets Under Management of ₹117 Crore. The fund benchmarks its performance against the Nifty 200 Total Return while maintaining an expense ratio of 5.65. Under the expert guidance of Rajesh Aynor ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rajesh Aynor
Mr. Rajesh Aynor holds B. (Chemical Engineering), MBA (Finance). Mr. Aynor has over 21 years of experience in the field of investment research and fund management. <br> Prior to joining the Union MF, he was working with Prajana Advisors as Head of Equities, with ITI Long Short Fund as Fund Manager, with Metlife India Insurance Fund as Sr Equity Research Analyst as Fund Manager - Overseas Investments, with Mirae Asset AMC as Equity Research Analyst, with Tata AMC as Credit Analyst with Alliance Capital AMC as Rating Analyst with Care Ratings.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| DynaSIF Equity Long - Short Fund Growth | 0 | 276 CR | 3.98 |
| WSIF Equity Long-Short Fund Growth | 0 | 17 CR | 4.98 |
| Arthaya Equity Long Short Fund Growth | 0 | 116 CR | 5.65 |
| Arudha Equity Long-Short Fund Growth | 0 | 91 CR | 3.21 |
| iSIF Equity Long-Short Fund Growth | 0 | 274 CR | 5.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundDynaSIF Equity Long - Short Fund Growth | 0 | 0 |
| This FundWSIF Equity Long-Short Fund Growth | 0 | 0 |
| This FundArthaya Equity Long Short Fund Growth | 0 | 0 |
| This FundArudha Equity Long-Short Fund Growth | 0 | 0 |
| This FundiSIF Equity Long-Short Fund Growth | 0 | 0 |
Arthaya Equity Long Short Fund Growth FAQs
- 1 Month : 0.06%
- 6 Months : 0.00%
- 1 Year : 0.00%
- 3 Years : 0.00%
