Indiabulls Arbitrage Fund Direct Growth+0.09%

3Groww
6.94%
1 Year Return
Hybrid
Arbitrage
3.0 star
6M
1Y
3Y
All

Fund Details

Indiabulls Arbitrage Fund Direct Growth

RiskVery Low
Min SIP Amount₹1000
Expense Ratio0.46%
NAV13.78 (08 Jul 2019)
Fund Started18 Dec 2014
Fund Size37 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Indiabulls Arbitrage Fund Direct Growth
6.9%
6.7%
NA
7.3%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
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 6.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    3. 1Y Returns are higher than the benchmark
    4. 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
    Net Receivables/(Payable)Current AssetsNet Receivables/(Payables)69.9%
    RBL Bank Ltd.Financial ServicesFD12.6%
    Triparty RepoCurrent AssetsMoney Market12.6%
    Reliance Industries Ltd.EnergyEquity7.9%
    United Spirits Ltd.Consumer GoodsEquity7.9%
    Yes Bank Ltd.Financial ServicesEquity5.6%
    RBL Bank Ltd.Financial ServicesFD5.0%
    Century Textiles & Industries Ltd.Cement & Cement ProductsEquity4.5%
    Maruti Suzuki India Ltd.AutomobileEquity4.4%
    Punjab National BankFinancial ServicesEquity4.1%
    See All

    Fund Managers

    add
    Education
    Experience
    Funds Managed

    Other Details

    Indiabulls Arbitrage Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Indiabulls Mutual Fund. This scheme was introduced to investors on 18 Dec 2014. Malay Shah, Sumit Bhatnagar is the Current Fund Manager of Indiabulls Arbitrage Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹37 Cr and the Latest NAV as of 08 Jul 2019 is ₹13.78.

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

    Investment Objective

    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. However, there is no assurance or guarantee that the investment objective of the scheme will be realized.

    Tax Implications

    Returns are taxed at 15% if sold before 1 year. Zero tax post one 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
    23 Mar 2011
    Indiabulls Mutual Fund
    Asset Management Company
    Custodian
    Citibank NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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