Indiabulls Arbitrage Fund

Hybrid · Arbitrage
 · ★★
1,000
Min SIP
500
Min Lumpsum
0.58 %
Expense Ratio
★★
Rating
4.4
Fund Size (in Cr)
8 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 4.7% 3.5% 4.6% 5.8%
Category Average 5.7% 4.1% 4.6% -

Scheme Allocation

By Holding
By Sector
By Asset
Tata Motors
10.32%
Can Fin Homes
10.22%
Axis Bank
9.99%
Oberoi Realty
9.42%
H D F C
7.59%
Others
52.46%
Cash & Others
92.41%
Finance
17.15%
Banks
14.68%
Automobiles
9.43%
Realty
8.74%
Net Curr Ass/Net Receivables
92.07%
Equity
70.96%
Reverse Repos
6.82%
Fixed Deposit
1.14%
Derivatives
-71%
Others
0.01%

Advance Ratio

0.22
Alpha
0.17
SD
0.14
Beta
1.63
Sharpe

Exit Load

Exit Load 0.25% - If redeemed/switched out within 1 months from the date of allotment. Nil - If redeemed/switched out after 1 months from the date of allotment.

Fund 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.

Fund Managers

Anupam Tiwari - Funds and Content Listing - Fund Manager

With 14 years of work experience, Mr Anupam Tiwari handles Funds and Content Listing at Axis Mutual Fund. His current designation is Fund Manager of Equity, Axis Asset Management Ltd. He joined Axis AMC in October 2016. Before joining Axis AMC, he worked with Principal PNB Mutual Fund and Reliance Life Insurance Company Limited as Equity Fund Manager and Reliance Capital Asset Management Company Limited as Senior Equity Analyst. Mr Tiwari is a Chartered Accountant (Financial Management, Accounting, Auditing, Taxation) from The Institute of Chartered Accountants of India. His areas of expertise include equities, portfolio management, valuation, etc.

Mr Anupam Tiwari manages four (4) schemes at Axis Mutual Fund, including Axis Small Cap Fund and Axis Equity Saver Fund.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Address:
Floor 12 A, Tower 2 A, One World Center, Jupiter Mills Compound Senapati Bapat Marg, Mumbai - 400013
Contact:
022-69744435
Email ID:
iro@growwmf.in

Frequently Asked Questions

How to invest in Indiabulls Arbitrage Fund ?

You can invest in Indiabulls Arbitrage Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Indiabulls Arbitrage Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Indiabulls Arbitrage Fund ?

The NAV of Indiabulls Arbitrage Fund is ₹16 as of 26 May 2023.

How to redeem Indiabulls Arbitrage Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Indiabulls Arbitrage Fund?

The minimum SIP amount of Indiabulls Arbitrage Fund is ₹1000

What are the top sectors Indiabulls Arbitrage Fund has invested in??

The top sectors Indiabulls Arbitrage Fund has invested in are
  1. Tata Motors - 10.32%
  2. Can Fin Homes - 10.22%
  3. Axis Bank - 9.99%
  4. Oberoi Realty - 9.42%
  5. H D F C - 7.59%

How much returns have Indiabulls Arbitrage Fund generated ?

The Indiabulls Arbitrage Fund has delivered 5.8% since inception

What is the expense ratio of Indiabulls Arbitrage Fund ?

The expense ratio of Indiabulls Arbitrage Fund is 0.58 % as of 26 May 2023.

What is the AUM of Indiabulls Arbitrage Fund?

The AUM of Indiabulls Arbitrage Fund is ₹511 Cr as of 26 May 2023

What are the top stock holdings of Indiabulls Arbitrage Fund?

The top stock holdings of Indiabulls Arbitrage Fund are
  1. Tata Motors - 10.32%
  2. Can Fin Homes - 10.22%
  3. Axis Bank - 9.99%
  4. Oberoi Realty - 9.42%
  5. H D F C - 7.59%
Invest Now