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Principal Arbitrage Fund Direct Growth

Hybrid
Arbitrage
Low Risk
3.36%
3Y annualised
-0.08% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Oct 2021₹12.10
Min. SIP amount₹500
Rating1star
Fund size₹7.00 Cr

Returns and rankings

Category: Hybrid Arbitrage
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.8%3.4%3.2%3.5%
Category average3.3%4.7%5.2%NA
Rank with in category241916NA
Understand termsinfo

Holdings (14)

NameSectorInstrumentAssets
HealthcareEquity8.7%
ConstructionEquity8.4%
ConstructionEquity6.8%
TechnologyEquity5.9%
FinancialEquity5.5%
HealthcareEquity5.4%
MetalsEquity5.2%
EnergyEquity4.5%
ConstructionEquity3.9%
FinancialEquity3.8%
See All

Pros and cons

info
Category: Hybrid Arbitrage
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Pros

Lower expense ratio: 0.42%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
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Cons

Lower AUM: 6Cr. Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 1

Expense ratio, exit load and tax

Expense ratio: 0.42%

Inclusive of GST

Exit load

Exit load of 0.50% if redeemed within 30 days

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund house & investment objective

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Fund house contact details

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