| NAV: 23 May 2022 | ₹12.13 |
| Min. SIP amount | NA |
| Rating | 2 |
| Fund size | ₹14.28Cr |
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 3.1% | 3.9% | 4.9% | 5.9% |
| Category average | 3.3% | 4.7% | 5.2% | NA |
| Rank with in category | 24 | 20 | 15 | NA |
Holdings (20)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 6.0% |
| UPL Ltd. | Chemicals | Equity | 5.6% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 5.4% |
| Can Fin Homes Ltd. | Financial | Equity | 4.7% |
| Hindustan Unilever Ltd. | Consumer Staples | Equity | 4.7% |
| Asian Paints Ltd. | Chemicals | Equity | 4.5% |
| ICICI Bank Ltd. | Financial | Equity | 4.2% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 4.0% |
| Tata Steel Ltd. | Metals & Mining | Equity | 3.9% |
| Bajaj Finance Ltd. | Financial | Equity | 3.8% |
Pros and cons
Pros
Cons
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.
Minimum investment amounts
| Min. for 1st investment | NA |
| Min. for 2nd investment onwards | NA |
| Min. for SIP | NA |
Fund management
Sumit BhatnagarMay 2021 - PresentView details
Karan SinghMay 2020 - PresentView details
Fund house & investment objective
Fund house contact details
Compare funds
FAQs
How to Invest in Indiabulls Arbitrage Fund Direct IDCW Quarterly?
You can easily invest in Indiabulls Arbitrage Fund Direct IDCW Quarterly 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 Quarterly 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 Quarterly as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does Indiabulls Arbitrage Fund Direct IDCW Quarterly provide?
The Indiabulls Arbitrage Fund Direct IDCW Quarterly has been there from 01 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 Quarterly?
The term
Expense Ratio used for Indiabulls Arbitrage Fund Direct IDCW Quarterly 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 Quarterly is 0.42% as of 24 May 2022...
What is the AUM of Indiabulls Arbitrage Fund Direct IDCW Quarterly?
The AUM, short for Assets Under Management of Indiabulls Arbitrage Fund Direct IDCW Quarterly is ₹14.28Cr as of 24 May 2022.
How to Redeem Indiabulls Arbitrage Fund Direct IDCW Quarterly?
If you want to sell your Indiabulls Arbitrage Fund Direct IDCW Quarterly 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 Quarterly?
What is the NAV of Indiabulls Arbitrage Fund Direct IDCW Quarterly?
The NAV of Indiabulls Arbitrage Fund Direct IDCW Quarterly is ₹12.13 as of 23 May 2022.
