Home>Mutual Funds>Indiabulls Mutual Fund>Indiabulls Arbitrage Fund Direct Growth

Indiabulls Arbitrage Fund Direct Growth

Hybrid
Arbitrage
Low Risk
4.54%
3Y annualised
0.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2021₹15.02
Min. SIP amount₹1,000
Rating2star
Fund size₹13.03 Cr

Returns and rankings

Category: Hybrid Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.8%4.5%5.3%6.1%
Category average3.3%4.7%5.2%NA
Rank with in category261614NA
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Holdings (22)

NameSectorInstrumentAssets
FinancialEquity7.8%
EnergyEquity7.8%
FinancialEquity4.9%
ChemicalsEquity4.6%
AutomobileEquity4.6%
EnergyEquity4.5%
FinancialEquity4.0%
FMCGEquity3.9%
ConstructionEquity3.3%
FinancialEquity3.2%
See All

Pros and cons

info
Category: Hybrid Arbitrage
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Pros

5Y annualised returns higher than category average by 0.11%
Lower expense ratio: 0.42%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 13Cr. Funds with lower AUM tend to have higher expense ratio
1Y and 3Y annualised returns lower than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.42%

Inclusive of GST

Exit load

Exit load of 025% if redeemed within 1 month

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹1,000

Fund management

Vikrant Mehta
Jun 2019 - Present
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Malay Shah
Dec 2014 - Present
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Sumit Bhatnagar
May 2021 - Present
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Karan Singh
May 2020 - Present
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Veekesh Gandhi
Oct 2018 - Present
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Rajeev Desai
May 2020 - Present
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Fund house & investment objective

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Fund house contact details

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