| Risk | Moderately Low |
|---|---|
| Min SIP Amount | ₹1000 |
| Expense Ratio | 1.12% |
| NAV | ₹14.13 (23 Oct 2020) |
|---|---|
| Fund Started | 19 Dec 2014 |
| Fund Size | ₹18 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| AU Small Finance Bank Ltd. | Financial | Fixed Deposits | 22.2% |
| Reliance Industries Ltd. | Energy | Equity | 8.1% |
| Adani Enterprises Ltd. | Services | Equity | 7.9% |
| Housing Development Finance Corpn. Ltd. | Financial | Equity | 7.2% |
| Bharti Airtel Ltd. | Communication | Equity | 3.9% |
| Hindustan Unilever Ltd. | FMCG | Equity | 3.8% |
| Vedanta Ltd. | Metals | Equity | 3.8% |
| ICICI Bank Ltd. | Financial | Equity | 3.5% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 2.8% |
| Hero Motocorp Ltd. | Automobile | Equity | 2.6% |
Indiabulls Arbitrage Fund Regular Growth is a Hybrid Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was made available to investors on 19 Dec 2014. Malay Shah, Sumit Bhatnagar is the Current Fund Manager of Indiabulls Arbitrage Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹18 Cr and the Latest NAV as of 23 Oct 2020 is ₹14.13.
The Indiabulls Arbitrage Fund Regular Growth is rated Moderately Low risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 500. Exit load of 025% if redeemed within 1 month
The scheme seeks to generate income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
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.