Groww Logo
Home>Mutual Funds>Indiabulls Mutual Fund>Indiabulls Arbitrage Fund Direct IDCW Half Yearly

Indiabulls Arbitrage Fund Direct IDCW Half Yearly

Hybrid
Arbitrage
Low Risk
Payout
3.92%
3Y annualised
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 May 2022₹12.20
Min. SIP amountNA
Rating2
Fund size₹14.28Cr

Returns and rankings

Category: Hybrid Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.1%3.9%4.9%5.9%
Category average3.3%4.7%5.2%NA
Rank with in category242015NA
Understand terms

Holdings (20)

NameSectorInstrumentAssets
Housing Development Finance Corpn. Ltd.FinancialEquity6.0%
UPL Ltd.ChemicalsEquity5.6%
HDFC Life Insurance Co Ltd.InsuranceEquity5.4%
Can Fin Homes Ltd.FinancialEquity4.7%
Hindustan Unilever Ltd.Consumer StaplesEquity4.7%
Asian Paints Ltd.ChemicalsEquity4.5%
ICICI Bank Ltd.FinancialEquity4.2%
Sun Pharmaceutical Industries Ltd.HealthcareEquity4.0%
Tata Steel Ltd.Metals & MiningEquity3.9%
Bajaj Finance Ltd.FinancialEquity3.8%
See All

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 investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Sumit Bhatnagar
May 2021 - Present
View details

Education
Mr. Bhatnagar is an MBA (Investment Management) from University of Toronto, Canada and CFA Charter (USA).
Experience
Prior to joining Indiabulls Mutual Fund he has worked with SEBI.
Also manages these schemes

Karan Singh
May 2020 - Present
View details

Education
Mr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1
Experience
Prior to joining 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

Fund house & investment objective

Fund house contact details

Address
Indiabulls Finance Centre - 11th Floor,Elphinstone Mills, Senapati Bapat Marg,Elphinstone (W), Mumbai 400013
Phone
022-61891300 / 1800-2666-002
Launch Date
10 Apr 2008
Website
NA
Amc Image
Indiabulls Mutual Fund
Asset Management Company
Custodian
Citibank NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Indiabulls Arbitrage Fund Direct IDCW Half Yearly
VS
Add mutual fund to compare

FAQs

How to Invest in Indiabulls Arbitrage Fund Direct IDCW Half Yearly?

You can easily invest in Indiabulls Arbitrage Fund Direct IDCW Half Yearly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Indiabulls Arbitrage Fund Direct IDCW Half Yearly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Indiabulls Arbitrage Fund Direct IDCW Half Yearly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Indiabulls Arbitrage Fund Direct IDCW Half Yearly provide?

The Indiabulls Arbitrage Fund Direct IDCW Half Yearly has been there from 03 Mar 2017 and the average annual returns provided by this fund is 3.15% since its inception.

How much expense ratio is charged by Indiabulls Arbitrage Fund Direct IDCW Half Yearly?

The term Expense Ratio used for Indiabulls Arbitrage Fund Direct IDCW Half Yearly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Indiabulls Arbitrage Fund Direct IDCW Half Yearly is 0.42% as of 24 May 2022...

What is the AUM of Indiabulls Arbitrage Fund Direct IDCW Half Yearly?

The AUM, short for Assets Under Management of Indiabulls Arbitrage Fund Direct IDCW Half Yearly is ₹14.28Cr as of 24 May 2022.

How to Redeem Indiabulls Arbitrage Fund Direct IDCW Half Yearly?

If you want to sell your Indiabulls Arbitrage Fund Direct IDCW Half Yearly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Indiabulls Arbitrage Fund Direct IDCW Half Yearly?

You can select either SIP or Lumpsum investment of Indiabulls Arbitrage Fund Direct IDCW Half Yearly based on your investment objective and risk tolerance.

What is the NAV of Indiabulls Arbitrage Fund Direct IDCW Half Yearly?

The NAV of Indiabulls Arbitrage Fund Direct IDCW Half Yearly is ₹12.20 as of 23 May 2022.

What is the PE and PB ratio of Indiabulls Arbitrage Fund Direct IDCW Half Yearly?

The PE ratio ratio of Indiabulls Arbitrage Fund Direct IDCW Half Yearly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Loading...
ⓒ 2016-2022 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 2.4.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI