Indiabulls Arbitrage Fund - Regular - Growth+0.01%

5.3%
1 Year Return
Hybrid
Arbitrage
4.0 star
1Y
3Y

Fund Details

Indiabulls Arbitrage Fund - Regular - Growth

RiskModerately Low
Min SIP Amount₹1000
Expense Ratio1.00%
NAV13.1 (19-Mar-2019)
Fund Started19-Dec-2014
Fund Size168 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Arbitrage Fund - Regular - Growth
5.3%
6.1%
NA
6.6%
Category Average
8.1%
NA
NA
-
Rank within category
16
6
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 5.3% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    3. 3Y Returns are higher than the benchmark
    Cons
    1. Age is less than 3 years
    2. Risk-adjusted returns are lower compared to the category

    Top Holdings

    NameSectorInstrument% Assets
    RBL Bank Ltd.FinancialTerm Deposits20.0%
    Reliance Industries Ltd.EnergyEquity8.6%
    Yes Bank Ltd.FinancialEquity6.8%
    United Spirits Ltd.FMCGEquity6.6%
    Century Textiles & Inds. Ltd.DiversifiedEquity5.2%
    Adani Enterprises Ltd.ServicesEquity4.8%
    Forbes Technosys Ltd.TechnologyDebenture4.7%
    Punjab National BankFinancialEquity4.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity3.8%
    Adani Power Ltd.EngineeringEquity3.6%
    See All

    Fund Managers

    addMalay Shah
    Education
    Mr. Shah is a B.Com and MMS.
    Experience
    Prior to this, he has worked as Head- Fixed Income with Peerless Funds Management Co. Ltd.and as Senior Dealer - Fixed Income Group with Derivium Capital..
    Funds Managed
    add
    Education
    Experience
    Funds Managed

    About Indiabulls Mutual Fund

    Indiabulls Mutual Fund started their mutual fund on 24/03/2011 and its managing total assets of Rs. 10,577 Cr. Its ranked at 24 as per total assets at end of 30th Sep 2017.

    Indiabulls Mutual Fund believes in creating value for customers by striking a balance between liquidity, good returns and keeping investor funds safe and transparent.

    The fund house was established on March 24th, 2011 and has a current asset under management of Rs.7992.42 crore. (As of June 2018). Indiabulls Trustee Company Ltd.acts as the trustee company to the asset management company.

    The mutual fund offers various schemes in different categories and aims to follow a risk- reward paradigm. With a wide array of mutual across various market categorization, it has targeted investors of different needs and financial goals. Indiabulls Mutual Fund believes in four core values, which are, customer comes first, transparency, integrity and professionalism.

    It is located in 110 towns and has 220 established branches across the country.

    Address
    11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
    Phone
    022-61891300
    Launch Date
    23 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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