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Edelweiss Arbitrage Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.39 | 35.30 | 4.04 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.68 | 32.20 | 3.43 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 0.10% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 100 |
| BenchmarkBenchmark |
|---|
| Nifty 50 Arbitrage |
About Arbitrage Fund
Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.
Peers & Comparison
HybridArbitrage Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Edelweiss Arbitrage Fund | 8.42% | 7.02% | 6.83% |
| Kotak Equity Arbitrage Fund | 8.49% | 7.08% | 7.10% |
| SBI Arbitrage Opportunities Fund | 8.17% | 6.94% | 6.83% |
| ICICI Pru Equity-Arbitrage Fund | 8.26% | 6.82% | 7.04% |
Price Comparison
Compare Edelweiss Arbitrage Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- Reliance Industries Ltd3M change : 3.84 %
Holdings
5.73 %
3.84 % - HDFC Bank Ltd3M change : -4.66 %
Holdings
2.94 %
-4.66 % - Bharti Airtel Ltd3M change : 1.49 %
Holdings
2.33 %
1.49 %
AMC Profile
Edelweiss Asset Management Limited (EAML) is part of the Investment & Advisory line of Business of Edelweiss Group. EMAL is one of the fastest growing and young AMCs’ in India.
No.of Schemes
49
Total AUM
₹ 1,04,964.73 Cr.
Fund Manager Profile
Bhavesh Jain
AUM: ₹38,744.73 Cr.
|
Exp: 5yrs
Amit Vora
AUM: ₹17,640.10 Cr.
|
Exp: —
Pranavi Kulkarni
AUM: ₹58,939.10 Cr.
|
Exp: —
Rahul Dedhia
AUM: ₹70,990.12 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
Volatility in hybrid funds with Bharat Lahoti & Bhavesh Jain | Edelweiss MF Annual Open House
3 years ago•Edelweiss Mutual Fund
Edelweiss MF Annual Open House - 2021 | Edelweiss Mutual Fund
3 years ago•Edelweiss Mutual Fund
Invest in Edelweiss Arbitrage Fund! | Edelweiss Mutual Fund
3 years ago•Edelweiss Mutual Fund
Edelweiss Arbitrage Fund Outlook – June 2018
6 years ago•Edelweiss Group
Edelweiss Arbitrage Fund Outlook – Bhavesh Jain, Fund Manager, May 2018
6 years ago•Edelweiss Group
Edelweiss Arbitrage Fund Outlook – Bhavesh Jain, Fund Manager, April 2018
6 years ago•Edelweiss Group
Edelweiss Arbitrage Fund Outlook – Bhavesh Jain, Fund Manager, March 2018
6 years ago•Edelweiss Group
Edelweiss Arbitrage Fund Outlook – Bhavesh Jain, Fund Manager, Feb 2018
6 years ago•Edelweiss Group
All About Arbitrage & Arbitrage Funds - What are Arbitrage Funds | Edelweiss MF
8 years ago•Edelweiss Group
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%