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Indiabulls Arbitrage Fund Regular Growth-0.01%

2.50%
1 Year Return
Hybrid
Arbitrage
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Indiabulls Arbitrage Fund Regular Growth

RiskLow
Min SIP Amount₹1000
Expense Ratio1.12%
NAV₹14.16 (27 Jan 2021)
Fund Started19 Dec 2014
Fund Size17 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
2.5%
4.7%
5.4%
5.9%
Category Average
3.4%
5.0%
5.6%
-
Rank Within Category
21
15
14
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 2.5% returns per annum

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. Asset under management(AUM) is less than 200 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. Asset under management(AUM) is less than 200 Crs. Watch expense ratio when AUM is very low
4. Risk-adjusted returns are lower compared to the category
5. 1Y Returns are lower than the category average returns
6. 3Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Housing Development Finance Corpn. Ltd.FinancialEquity9.6%
Reliance Industries Ltd.EnergyEquity7.7%
Larsen & Toubro Ltd.ConstructionEquity4.0%
Mahindra & Mahindra Ltd.AutomobileEquity3.6%
SBI Life Insurance Company Ltd.FinancialEquity3.2%
Indian Oil Corpn. Ltd.EnergyEquity3.2%
Grasim Industries Ltd.ConstructionEquity3.2%
Tata Motors Ltd.AutomobileEquity3.1%
ICICI Bank Ltd.FinancialEquity3.1%
Hindustan Unilever Ltd.FMCGEquity3.0%
See All

Fund Managers

Vikrant Mehta
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Malay Shah
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Karan Singh
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Veekesh Gandhi
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Rajeev Desai
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Indiabulls Arbitrage Fund Regular Growth Details

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 ₹17 Cr and the Latest NAV as of 27 Jan 2021 is ₹14.16.

The Indiabulls Arbitrage Fund Regular Growth is rated Low risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 500. Exit load of 025% if redeemed within 1 month

Investment Objective

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.

Tax Implications

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.

Scheme Information Document(SID)

₹500
Min for First Investment
₹500
Min for Second Investment
Exit load of 025% if redeemed within 1 month
Exit Load

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About Indiabulls Mutual Fund

Address
11th Floor, Indiabulls Finance Centre Tower-1, Senapati Bapat Marg, Elphinstone (West) Mumbai - 400013.
Phone
022-61891300
Launch Date
24 Mar 2011
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,
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