Edelweiss Income Plus Arbitrage Active FoF Direct Growth

Edelweiss Income Plus Arbitrage Active FoF Direct Growth
Moderate Risk
Launch date03 Jul 2025
Allotment date22 Jul 2025
End date15 Jul 2025
NAV₹10.00
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: NAInclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementBhavesh Jain
Jul 2025 - Present
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Education
Mr. Jain is a MMS (Finance) from Mumbai University.
Experience
Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Also manages these schemes
Edelweiss Balanced Advantage Fund Direct Growth
Edelweiss Large Cap Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Arbitrage Fund Direct Growth
Edelweiss Greater China Equity Off shore Fund Direct Growth
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Recently Listed IPO Fund Direct Growth
Edelweiss US Technology Equity FoF Direct Growth
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Growth
Edelweiss Nifty 50 Index Fund Direct Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth
Edelweiss NIFTY Large Mid Cap 250 Index Fund Direct Growth
Edelweiss Gold and Silver ETF FoF Direct Growth
Edelweiss Nifty Smallcap 250 Index Fund Direct Growth
Edelweiss Nifty Next 50 Index Fund Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Edelweiss Multi Asset Allocation Fund Direct Growth
Edelweiss Nifty Alpha Low Volatility 30 Index Fund Direct Growth
Edelweiss Business Cycle Fund Direct Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct Growth
Edelweiss BSE Internet Economy Index Fund Direct Growth
Edelweiss Income Plus Arbitrage Active FoF Direct Growth
Bharat Lahoti
Jul 2025 - Present
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Education
Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience
Prior to joining Edelweiss Asset Management Limited as a Fund Manager - Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager - Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
Also manages these schemes
Edelweiss Balanced Advantage Fund Direct Growth
Edelweiss Large Cap Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Greater China Equity Off shore Fund Direct Growth
Edelweiss ASEAN Equity Off Shore Fund Direct Growth
Edelweiss US Value Equity Offshore Fund Direct Growth
Edelweiss Europe Dynamic Equity Offshore Fund Direct Growth
Edelweiss Emerging Markets Opportunities Equity Offshore Fund Direct Growth
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Recently Listed IPO Fund Direct Growth
Edelweiss US Technology Equity FoF Direct Growth
Edelweiss Nifty 50 Index Fund Direct Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Growth
Edelweiss Gold and Silver ETF FoF Direct Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct Growth
Edelweiss Multi Asset Allocation Fund Direct Growth
Edelweiss Business Cycle Fund Direct Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Direct Growth
Edelweiss BSE Internet Economy Index Fund Direct Growth
Edelweiss Income Plus Arbitrage Active FoF Direct Growth
Rahul Dedhia
Jul 2025 - Present
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Education
Mr. Dedhia is a B.E. (Electronics) and also holds a PGeMBA - Finance.
Experience
Prior to joining Edelweiss Mutual Fund, he has worked with PGIM India Mutual Fund as Assistant Fund Manager.
Also manages these schemes
Edelweiss Balanced Advantage Fund Direct Growth
Edelweiss Aggressive Hybrid Fund Direct Growth
Edelweiss Arbitrage Fund Direct Growth
Edelweiss Liquid Direct Growth
Edelweiss Low Duration (Ex) Super Institutional Direct Plan Growth
Edelweiss Banking and PSU Debt Fund Direct Growth
Edelweiss Government Securities Fund Direct Growth
Edelweiss Equity Savings Fund Direct Growth
Edelweiss Fixed Maturity Plan Series 55 Direct Growth
BHARAT Bond FOF April 2023 Direct Growth
BHARAT Bond FOF April 2030 Direct Growth
BHARAT Bond FOF April 2025 Direct Growth
BHARAT Bond FOF April 2031 Direct Growth
Edelweiss NIFTY PSU Bond Plus SDL Apr 2026 50:50 Index Fund Direct Growth
Edelweiss NIFTY PSU Bond Plus SDL Apr 2027 50:50 Index Direct Growth
BHARAT Bond ETF FOF April 2032 Direct Growth
Edelweiss CRISIL PSU Plus SDL 50:50 Oct 2025 Index Fund Direct Growth
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Direct Growth
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL June 2027 Index Fund Direct Growth
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Sep 2028 Index Fund Direct Growth
BHARAT Bond ETF FOF April 2033 Direct Growth
Edelweiss CRISIL IBX 50:50 Gilt Plus SDL Short Duration Index Fund Direct Growth
Edelweiss Multi Asset Allocation Fund Direct Growth
Edelweiss CRISIL IBX AAA Financial Services Bond Jan 2028 Index Fund Direct Growth
Edelweiss CRISIL IBX AAA Bond NBFC HFC Jun 2027 Index Fund Direct Growth
Edelweiss Low Duration Fund Direct Growth
Edelweiss Income Plus Arbitrage Active FoF Direct Growth
Hetul Raval
Jul 2025 - Present
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Education
Mr. Hetul Raval has completed his MMS in Finance.
Experience
Prior to joining Edelweiss Mutual Fund, he has worked with A. K. Capital Finance Ltd., A.K. Stockmart Pvt. Ltd. and Kotak Mahindra Bank Ltd.
Also manages these schemes
Edelweiss Money Market Fund Direct Growth
Edelweiss Government Securities Fund Direct Growth
Edelweiss Overnight Fund Direct Growth
Edelweiss Income Plus Arbitrage Active FoF Direct Growth
Fund house & investment objective
Edelweiss Mutual Fund
Rank (total assets)#15 in India
Total AUM₹1,54,252.64Cr
Date of Incorporation30 Apr 2008
    Edelweiss Income Plus Arbitrage Active FoF Direct Growth is a NA Mutual Fund Scheme launched by Edelweiss Mutual Fund.     This scheme was made available to investors on 30 Apr 2008.     Bhavesh Jain is the Current Fund Manager of Edelweiss Income Plus Arbitrage Active FoF Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹1,54,253 Cr and     the Latest NAV as of 03 Jul 2025 is ₹10.00.  

    The Edelweiss Income Plus Arbitrage Active FoF Direct Growth is rated Moderate risk.     Minimum SIP Investment is set to ₹100.          
  ;
Investment ObjectiveThe scheme seek to generate long-term capital appreciation by investing in units of actively managed debt oriented mutual fund schemes and actively managed arbitrage mutual fund schemes. 
 
;
Fund benchmarkNA
Scheme Information Document(SID)
Fund house contact details
Address
Edelweiss HouseOff C.S.T. Road,Kalina Mumbai 400098
Phone
+91 22 4093 3400
Launch Date
30 Apr 2008
E-mail
NA
Website
www.edelweissmf.com
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Nippon India Small Cap Fund Direct Growth
5
0.1%30.4%66,601.80
Franklin India Small Cap Fund Direct Growth
4
-1.5%30.1%13,995.27
HDFC Small Cap Fund Direct Growth
3
5.2%29.3%35,780.59
Franklin India Mid Cap Fund Direct Growth
3
6.1%28.4%12,784.81
Franklin India Technology Fund Direct Growth
NA
0.8%25.5%1,949.29

Rank (total assets)	#15 in India
Total AUM	₹1,54,252.64Cr

Date of Incorporation	30 Apr 2008

Fund benchmark	NA

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Nippon India Small Cap Fund Direct Growth	5	0.1%	30.4%	66,601.80
Franklin India Small Cap Fund Direct Growth	4	-1.5%	30.1%	13,995.27
HDFC Small Cap Fund Direct Growth	3	5.2%	29.3%	35,780.59
Franklin India Mid Cap Fund Direct Growth	3	6.1%	28.4%	12,784.81
Franklin India Technology Fund Direct Growth	NA	0.8%	25.5%	1,949.29