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Indiabulls Arbitrage Fund Direct Growth

Hybrid
Arbitrage
Low Risk
4.39%
3Y annualised
+0.15% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 21 Jan 2022₹15.18
Min. SIP amount₹1,000
Rating2
Fund size₹10.54Cr

Returns and rankings

Category: Hybrid Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.4%4.4%5.2%6.1%
Category average3.3%4.7%5.2%NA
Rank with in category221715NA
Understand terms

Holdings (18)

NameSectorInstrumentAssets
FinancialEquity8.8%
ChemicalsEquity6.7%
EnergyEquity6.2%
FinancialEquity5.6%
ConstructionEquity5.2%
FinancialEquity5.0%
ConstructionEquity4.4%
FinancialEquity3.9%
FinancialEquity3.9%
Consumer DurableEquity2.7%
See All

Pros and cons

Category: Hybrid Arbitrage

Pros

Lower expense ratio: 0.42%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 10Cr. Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
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 terms
Check past data

Minimum investment amounts

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

Fund management

Sumit Bhatnagar
May 2021 - Present
View details
Karan Singh
May 2020 - Present
View details

Fund house & investment objective

Fund house contact details

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