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1M
6M
1Y
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NAV: NA
NA
Rating
2
Min. SIP amount
Not Supported
Fund size
₹510.24Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (27)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Oberoi Realty Ltd. | Construction | Equity | 9.72% |
Axis Bank Ltd. | Financial | Equity | 7.79% |
Reliance Industries Ltd. | Energy | Equity | 7.05% |
HDFC Bank Ltd. | Financial | Equity | 6.73% |
Can Fin Homes Ltd. | Financial | Equity | 5.98% |
ITC Ltd. | Consumer Staples | Equity | 5.70% |
Dabur India Ltd. | Consumer Staples | Equity | 5.53% |
City Union Bank Ltd. | Financial | Equity | 5.08% |
Godrej Consumer Products Ltd. | Consumer Staples | Equity | 3.98% |
Bajaj Finance Ltd. | Financial | Equity | 3.92% |
The Indian Hotels Company Ltd. | Services | Equity | 3.30% |
Tata Steel Ltd. | Metals & Mining | Equity | 2.84% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.76% |
HDFC Bank Ltd. | Financial | Fixed Deposits | 2.00% |
Hindustan Petroleum Corporation Ltd. | Energy | Futures | -2.77% |
Tata Steel Ltd. | Metals & Mining | Futures | -2.86% |
The Indian Hotels Company Ltd. | Services | Futures | -3.31% |
Bajaj Finance Ltd. | Financial | Futures | -3.93% |
Godrej Consumer Products Ltd. | Consumer Staples | Futures | -4.00% |
City Union Bank Ltd. | Financial | Futures | -5.11% |
Dabur India Ltd. | Consumer Staples | Futures | -5.55% |
ITC Ltd. | Consumer Staples | Futures | -5.72% |
Can Fin Homes Ltd. | Financial | Futures | -6.02% |
HDFC Bank Ltd. | Financial | Futures | -6.78% |
Reliance Industries Ltd. | Energy | Futures | -7.09% |
Axis Bank Ltd. | Financial | Futures | -7.84% |
Oberoi Realty Ltd. | Construction | Futures | -9.78% |
See All
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Hybrid Arbitrage
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 5.7% | 3.9% | 4.4% | 5.7% |
| Category average | 6.2% | 6.8% | 5.5% | NA |
| Rank with in category | 26 | 25 | 19 | NA |
Understand terms
Peer Comparison
| Hybrid, Arbitrage funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Arbitrage Fund Direct IDCW | 5 | 7.2% | 7.8% | 27,022.81 |
Kotak Arbitrage Fund Direct IDCW Monthly | 4 | 7.2% | 7.8% | 71,517.53 |
Aditya Birla Sun Life Arbitrage Fund Direct IDCW | 4 | 7.3% | 7.7% | 22,618.88 |
SBI Arbitrage Opportunities Fund Direct IDCW | 4 | 7.1% | 7.7% | 39,217.39 |
Nippon India Arbitrage Fund Direct IDCW | 4 | 7.0% | 7.7% | 15,516.06 |
Expense ratio, exit load and tax
Expense ratio: 0.40%
Inclusive of GST
Exit load
If redeemed bet. 0 Month to 1 Month; Exit Load is 0.25%;
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Understand terms
Check past data
Fund management
Anupam TiwariMay 2023 - PresentView details
Anupam Tiwari
May 2023 - Present
View details
Education
Mr. Tiwari is a Chartered Accountant.
Experience
Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he was associated with Axis Mutual Fund, Principal Mutual Fund (July 25, 2011-Sep 21, 2016), Reliance Life Insurance Ltd. (Sep 22, 2010-Jul 15, 2011) and Reliance MF (Mar 21, 2005-Sep 21, 2010).
Also manages these schemes
Karan SinghMay 2020 - PresentView details
Karan Singh
May 2020 - Present
View details
Education
Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
Experience
Prior to joining Groww Mutual Fund (formerly Indiabulls Mutual Fund) he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
Also manages these schemes
Kaustubh SuleMay 2023 - PresentView details
Kaustubh Sule
May 2023 - Present
View details
Education
Mr. Sule is a B.E. (Computer Engineering) & MBA (Finance)
Experience
Prior to joining Groww Mutual Fund (formerly, Indiabulls Mutual Fund), he has worked with Axis Asset Management Company Ltd. HDFC Standard Life Insurance Company Ltd., Reliance Life Insurance Company Ltd., Union Bank of India, Hexaware Technologies Ltd.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
505 – 5th Floor, Tower 2B, One World Centre, Near Prabhadevi Railway Station, Lower Parel,Maharashtra Mumbai 400013
Phone
8050180222
Launch Date
10 Apr 2008
Indiabulls Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
www.karvymfs.comPros and cons
Category: Hybrid Arbitrage
Pros
Lower expense ratio: 0.44%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
Cons
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Compare funds
Indiabulls Arbitrage Fund - Direct - Dividend
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