MUTUAL FUNDS
Union Mutual Fund files offer document for Arthaya Equity Long Short Fund
Mar-31-2026

Union Mutual Fund has filed offer document with SEBI to launch an open-ended equity investment strategy named ‘Arthaya Equity Long Short Fund’. The New Fund Offer price for units would be Rs 10 each during the NFO. Entry load will be nil and Exit load will be 1% - if redeemed or switched out on or before completion of 1 year from the date of allotment of units; and Nil - if redeemed or switched out after completion of 1 year from the date of allotment of units. The Scheme offers Growth and Income Distribution cum Capital Withdrawal (IDCW) Option for investment and seeks to collect a Minimum Target Amount of Rs 10 crore.

The performance will be benchmarked against NIFTY 200 Total Return Index. The minimum application amount during NFO will be Rs 1000000 and in multiple of Rs 1 thereafter.

The investment objective of the scheme is to generate long-term 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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