Edelweiss Income Plus Arbitrage Active FoF Growth

Edelweiss Income Plus Arbitrage Active FoF Growth

Debt
Others
Moderate Risk
1M
All
NAV: 09 Jan '26
₹10.24
Min. SIP amount
Not Supported
Fund size
₹211.99 Cr
Expense ratio
0.34%

Holdings (4)

NameSectorInstrumentsAssets
Edelweiss Arbitrage Fund Direct-GrowthNAMutual Fund41.19%
Kotak Corporate Bond Fund - Standard Plan - Direct PlanNAMutual Fund27.44%
SBI Corporate Bond Fund Direct - GrowthNAMutual Fund27.44%
ICICI Prudential Constant Maturity Gilt Fund Direct-GrowthNAMutual Fund3.52%

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M3M6MAll
Fund returns+1.4%+1.4%--+2.3%
Category average (Debt Others)--------
Rank (Debt Others)33----

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

NA
Check past data

Fund management

BJ
Bhavesh Jain
Jul 2025 - Present
View details

Education
Mr. Jain is a MMS (Finance) from Mumbai University.
Experience
Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Also manages these schemes

BL
Bharat Lahoti
Jul 2025 - Present
View details

Education
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience
Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Also manages these schemes

About Edelweiss Income Plus Arbitrage Active FoF Growth

Edelweiss Income Plus Arbitrage Active FoF Growth is a Debt Mutual Fund Scheme launched by Edelweiss Mutual Fund. This scheme was made available to investors on 30 Apr 2008. Dhawal Dalal is the Current Fund Manager of Edelweiss Income Plus Arbitrage Active FoF Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,66,386 Cr and the Latest NAV as of 09 Jan 2026 is ₹10.24. The Edelweiss Income Plus Arbitrage Active FoF Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. ;

Investment Objective

The scheme seek to generate long-term capital appreciation by investing in units of actively managed debt oriented mutual fund schemes and actively managed arbitrage mutual fund schemes.

Fund house

Rank (total assets)#15 in India
Total AUM₹1,66,386.01 Cr
Date of Incorporation30 Apr 2008
Phone+91 22 4093 3400
E-mailNA
Launch Date30 Apr 2008
AddressEdelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
CustodianStandard Chartered Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,