🟢 Arudha SIF One-Pager

Bandhan Mutual Fund's Hedge-Style Strategies for HNIs

🎯 Strategy Overview

Aspect	Arudha Hybrid Long-Short	Arudha Equity Long-Short
Type	Interval (Daily buy, Mon/Thu redeem)	Open-Ended (Daily liquidity)
Objective	Short-medium optimal returns	Long-term capital appreciation
Core Allocation	35-65% Equity + 35-65% Debt	80-100% Equity
Short Exposure	Equity + Debt (max 25%)	Equity only (max 25%)
Benchmark	CRISIL Hybrid 85:15 Conservative	NIFTY 500 TRI
Risk Band	Level 3 (Moderate)	Level 5 (High)
NFO Price	₹10/unit	₹10/unit

💰 Investment Details

MINIMUM INVESTMENT: ₹10 Lakh (PAN-level across Arudha SIFs)
✅ Accredited Investors: ₹1 Lakh only
✅ SIP/SWP/STP: ₹10K (min 6 instalments)

EXIT LOAD:
• Hybrid: NIL
• Equity: 0.50% (<30 days)

PLANS: Direct + Regular | Growth + Flexible IDCW (Daily/Weekly/Monthly)

⚙️ Key Features

Derivatives Power: Covered calls, protective puts, spreads, straddles (upto 100% gross exposure)
Global Access: Up to 50% overseas (US$25M limit post-NFO)
REITs/InvITs: Up to 20% allocation
Stock Lending: Up to 20% (5% single party)
Listing: Hybrid on BSE/NSE | Equity unlisted (open-ended)

SIP Flexibility: Weekly (Wed default), Monthly, Quarterly + Top-up/Pause/Booster options

📊 Managers & Process

Hybrid: Brijesh Shah (Debt) + Team Overlay
Equity: Nilesh Saha (Equity) + Brijesh Shah (Overlay)

✅ Bottom-up stock selection
✅ Active derivative overlay
✅ Risk-managed shorts
✅ Daily NAV (11 PM) | Bi-monthly portfolios

⚠️ Risks & Taxation

RISK LEVEL: Moderate to Very High
Key Risks: Derivatives, Market Volatility, Liquidity, Credit Events

TAX (Equity-Oriented):
• LTCG (>₹1.25L): 12.5%
• STCG: 20% slab rate
• Stamp Duty: 0.005%

🚀 Who Should Invest?

✅ HNIs (₹10L+ corpus)
✅ Accredited Investors (₹2Cr income/₹7.5Cr net worth)
✅ Portfolio Diversifiers seeking hedge-fund alpha
✅ Market-savvy investors comfortable with derivatives

NOT FOR: Conservative investors / <₹10L corpus

Meta Investment | Your Arudha SIF Specialists
Schedule FREE Portfolio Fit Assessment → WhatsApp/Call

Untitled