{"id":224829,"date":"2026-08-31T17:12:07","date_gmt":"2026-08-31T11:42:07","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/"},"modified":"2026-08-31T17:12:07","modified_gmt":"2026-08-31T11:42:07","slug":"arudha-hybrid-long-short-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/","title":{"rendered":"Arudha Hybrid Long-Short Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/arudha-hybrid-long-short-fund-g-direct-plan\">Arudha Hybrid Long-Short Fund Direct Growth Plan<\/a> is at a NAV of \u20b910.385 as of 28 August 2026 with scheme AUM of \u20b9116 Cr. Its 1-year, 3-year and 5-year returns are Data not available, Data not available and Data not available, and the fund is tagged Low Risk. Our view is that the fund\u2019s very short history and low-risk positioning make it more suitable for investors who want a cautious hybrid allocation than for those looking for a long, proven compounding record.<\/p>\n<p>At the same time, the portfolio leans heavily into debt, cash and government securities, which helps explain why the fund has so far behaved more like a steady hybrid structure than an equity-led growth vehicle. The key question for investors is less about long-run track record and more about whether the current mix of lower-volatility assets and modest equity exposure fits their horizon and return expectations.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Arudha_Hybrid_Long-Short\" title=\"Should you BUY or HOLD Arudha Hybrid Long-Short?\">Should you BUY or HOLD Arudha Hybrid Long-Short?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Arudha_Hybrid_Long-Short_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Arudha Hybrid Long-Short Fund Direct Growth Plan?\">What is the current NAV of Arudha Hybrid Long-Short Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#How_has_it_performed_against_the_benchmark_recently\" title=\"How has it performed against the benchmark recently?\">How has it performed against the benchmark recently?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_listed_here\" title=\"How does it compare with the peer funds listed here?\">How does it compare with the peer funds listed here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/arudha-hybrid-long-short-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b910.385<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9116 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.0%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>28 Jan 2026<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b910,000<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>Low Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Hybrid<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Kapil Kankonkar, Nilesh Saha, Brijesh Shah, Debraj Lahiri<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Kapil Kankonkar, Nilesh Saha, Brijesh Shah and Debraj Lahiri.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>0.23%<\/td>\n<td>-0.85%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>2.15%<\/td>\n<td>3.39%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The most recent one-month pattern looks stable, with the fund staying slightly positive while the benchmark was mildly negative. That suggests the portfolio has so far been able to dampen short-term swings, which fits the Low Risk tag.<\/p>\n<p>The three-month view is more mixed. The fund gained 2.15% versus 3.39% for the benchmark, so it has not matched the benchmark\u2019s stronger recent pace even though both have remained constructive over the period. This is an important read-through because it shows that lower volatility has not automatically translated into higher short-term returns.<\/p>\n<p>What stands out is that the fund does not yet have a long public return history in the visible data window. In that setting, the best interpretation is to focus on the recent tendency rather than on any long-run compounding claim. The pattern so far points to a defensive hybrid profile with modest upside participation rather than a return stream built to outpace equity-led benchmarks in every market phase.<\/p>\n<p>For investors, the benchmark comparison also matters because the Nifty 50 has been the reference point throughout the visible performance set. The fund\u2019s short-term resilience in the one-month period is encouraging, but the three-month lag tells us that the portfolio may trade some upside for steadier behaviour.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Arudha_Hybrid_Long-Short\"><\/span>Should you BUY or HOLD Arudha Hybrid Long-Short?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Arudha Hybrid Long-Short? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/arudha-hybrid-long-short-fund-g-direct-plan\">Arudha Hybrid Long-Short Fund Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/nippon-india-conservative-hybrid-fund-g-direct-plan\">Nippon India Conservative Hybrid Fund Direct Growth Plan<\/a><\/td>\n<td>7.7325%<\/td>\n<td>8.9197%<\/td>\n<td>8.4914%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/baroda-bnp-paribas-conservative-hybrid-fund-g-direct-plan\">Baroda BNP Paribas Conservative Hybrid Fund Direct Growth Plan<\/a><\/td>\n<td>6.6384%<\/td>\n<td>8.9987%<\/td>\n<td>7.9265%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/sbi-conservative-hybrid-fund-g-direct-plan\">SBI Conservative Hybrid Fund Direct Growth Plan<\/a><\/td>\n<td>6.408%<\/td>\n<td>8.8152%<\/td>\n<td>9.1076%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-conservative-hybrid-fund-g-direct-plan\">Aditya Birla SL Conservative Hybrid Fund Direct Growth Plan<\/a><\/td>\n<td>6.2902%<\/td>\n<td>9.1505%<\/td>\n<td>8.6404%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-conservative-hybrid-fund-payment-direct-plan\">Aditya Birla SL Conservative Hybrid Fund(Payment)-Direct Plan<\/a><\/td>\n<td>6.2902%<\/td>\n<td>9.1505%<\/td>\n<td>8.6404%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. In the available peer set, the current fund has no published 1-year, 3-year or 5-year return figures to place beside the others, while the conservative hybrid peers show mid-to-high single-digit returns across the visible horizons. That means the short-term comparison currently favours the peer set on available history, but the more important point is that Arudha Hybrid Long-Short Fund Direct Growth Plan still sits at an early stage where meaningful long-horizon comparison is not yet possible. For now, the gap between a brand-new track record and established peer histories is the main takeaway.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The market-cap mix is 27.86% large-cap, 8.50% mid-cap, 1.93% small-cap and 61.71% other exposure. That makes the portfolio look less like a conventional equity blend and more like a structure anchored by debt, cash and other non-equity positions.<\/p>\n<table>\n<thead>\n<tr>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<th>Key holdings<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>CORPORATE DEBT<\/td>\n<td>34.75%<\/td>\n<td>7.42% SIDBI 2029(SR- VII) 12\/03\/2029 ** (5.6%), 7.12% EXIM BANK NCD (MD 27\/06\/2030) ** (4.19%)<\/td>\n<\/tr>\n<tr>\n<td>CASH &amp; CASH EQUIVALENTS AND NET ASSETS<\/td>\n<td>13.16%<\/td>\n<td>CLEARING CORPORATION OF INDIA LTD (8.92%), NET RECEIVABLES \/ (PAYABLES) (4.24%)<\/td>\n<\/tr>\n<tr>\n<td>CERTIFICATE OF DEPOSIT<\/td>\n<td>10.42%<\/td>\n<td>CD &#8211; BANK OF BARODA &#8211; 05\/03\/2027 (2.46%), CD &#8211; PUNJAB NATIONAL BANK &#8211; 05\/02\/2027 ** (2.41%)<\/td>\n<\/tr>\n<tr>\n<td>BANK<\/td>\n<td>7.32%<\/td>\n<td>ICICI BANK LTD (1.11%), PUNJAB NATIONAL BANK (1.05%)<\/td>\n<\/tr>\n<tr>\n<td>GOVERNMENT SECURITIES<\/td>\n<td>5.72%<\/td>\n<td>6.68% GSEC BONDS- 07\/07\/2040 (5.72%)<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest visible allocation is corporate debt at 34.75%, and that is materially higher than every other named sector in the table. In practice, this may make debt-market conditions more influential than equity-market swings when the portfolio\u2019s behaviour is assessed.<\/p>\n<p>The large-caps at 27.86% are the main listed equity-style bucket, but the 61.71% \u201cother\u201d exposure and the substantial cash and debt allocation mean the overall mix is still dominated by lower-volatility instruments. The small-cap slice is only 1.93%, so the portfolio does not look geared toward aggressive growth through smaller companies.<\/p>\n<p>Among the visible sectors, corporate debt is likely to have the greatest influence on portfolio behaviour because it is both the largest named bucket and the clearest single concentration. Cash and cash equivalents also sit at a meaningful 13.16%, which may help keep day-to-day movement more controlled. Overall, the structure looks designed more around stability and liquidity management than around broad equity participation.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund appears better suited to investors with a conservative to moderate risk tolerance who are comfortable with a Low Risk profile and want a hybrid allocation that is still early in its return history. The recent numbers show short-term steadiness, but the three-month result also shows that the fund has not consistently outpaced the benchmark in every recent window.<\/p>\n<p>A longer holding period may matter because the current public history is still limited. Investors would need to accept that the trade-off for a more defensive portfolio mix is that return upside may be more restrained than in more equity-oriented hybrid funds. The portfolio\u2019s heavy debt and cash orientation supports that view.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 28 Aug 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Arudha_Hybrid_Long-Short_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Arudha Hybrid Long-Short Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b910.385 as of 28 August 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year, 3-year and 5-year returns are Data not available, Data not available and Data not available. The fund was launched on 28 Jan 2026, so the longer published history is still limited.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_it_performed_against_the_benchmark_recently\"><\/span>How has it performed against the benchmark recently?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Over 1 month, the fund returned 0.23% while the benchmark returned -0.85%. Over 3 months, the fund returned 2.15% versus 3.39% for the benchmark.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_listed_here\"><\/span>How does it compare with the peer funds listed here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The peer funds listed here have published 1-year, 3-year and 5-year return figures, while this fund does not yet have those long-horizon figures available. That makes the current comparison more useful as a peer-history check than as a full performance contest.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b910,000.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Kapil Kankonkar, Nilesh Saha, Brijesh Shah and Debraj Lahiri. The exit load is no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Arudha Hybrid Long-Short Fund Direct Growth Plan is still building its track record, so the most useful reading today is its low-risk structure and recent short-term behaviour rather than any long-horizon return story. It has been steadier in the one-month window than the benchmark, but it has lagged the benchmark over three months. Compared with the visible peers, it currently lacks published long-term return history. The portfolio\u2019s debt-heavy, cash-supported mix suggests a defensive hybrid profile that may appeal to cautious investors who can accept limited growth visibility.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 31 August 2026 at 5:10 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Arudha Hybrid Long-Short Fund Direct Growth Plan\",\"identifier\":\"arudha-hybrid-long-short-fund-g-direct-plan\",\"category\":\"Hybrid\",\"dateCreated\":\"28 Jan 2026\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":10.385,\"valueReference\":\"as of 28 Aug 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"116 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.0\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Kapil Kankonkar, Nilesh Saha, Brijesh Shah, Debraj Lahiri\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Arudha Hybrid Long-Short Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b910.385 as of 28 August 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year, 3-year and 5-year returns are Data not available, Data not available and Data not available. The fund was launched on 28 Jan 2026, so the longer published history is still limited.\"}},{\"@type\":\"Question\",\"name\":\"How has it performed against the benchmark recently?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 month, the fund returned 0.23% while the benchmark returned -0.85%. Over 3 months, the fund returned 2.15% versus 3.39% for the benchmark.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds listed here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The peer funds listed here have published 1-year, 3-year and 5-year return figures, while this fund does not yet have those long-horizon figures available. That makes the current comparison more useful as a peer-history check than as a full performance contest.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b910,000.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Kapil Kankonkar, Nilesh Saha, Brijesh Shah and Debraj Lahiri. The exit load is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Person\",\"name\":\"{{ANALYST_NAME}}\",\"affiliation\":{\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\"},\"description\":\"Uniapps Investment Adviser Pvt. Ltd. \u2014 SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Arudha Hybrid Long-Short Fund Direct Growth Plan has a NAV of \u20b910.385 as of 28 August 2026, scheme AUM of \u20b9116 Cr and a Low Risk profile.<\/p>\n","protected":false},"author":29,"featured_media":224827,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-224829","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["224827"],"rank_math_title":["Arudha Hybrid Long-Short Fund Review 2026"],"rank_math_description":["Arudha Hybrid Long-Short Fund Direct Growth Plan has a NAV of \u20b910.385 and Low Risk profile, with 0.23% 1M return."],"rank_math_focus_keyword":["Arudha Hybrid Long-Short Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/08\/Arudha_Hybrid_Long_Short_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224829","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=224829"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/224829\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/224827"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=224829"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=224829"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=224829"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}