Arudha Hybrid L-S Dir Gr
Empty
4–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Cash Offset For DerivativesUtilities38.00%
Clearing Corporation Of India LtdUtilities9.21%
Small Industries Development Bank Of IndiaUtilities6.77%
National Bank For Agriculture And Rural DevelopmentUtilities6.76%
Bajaj Finance LimitedUtilities6.73%
6.68% Govt Stock 2040Utilities5.26%
Bajaj Housing Finance LimitedUtilities3.40%
Interest Rate Swap - 30/07/2029 FixedUtilities3.39%
Muthoot Finance LimitedUtilities3.38%
Bajaj Finance LimitedUtilities3.38%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.83%
Regulatory & Tax Information
INF194K30184
ISINDailyDealing Frequency
CRISIL Hybrid 50+50 Moderate TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)