Rating : N/A
Indiabulls Arbitrage Fund Direct Plan Half Yearly Dividend Payout Option
Arbitrage Fund
Fund Type
Open Ended
Investment Plan
Dividend Payout
Investment Plan
0%
Benchmark
NIFTY 50 Arbitrage PR INR
Asset Size
16.73 Cr.
(As of 31 Dec, 2020)
Risk
Moderately Low
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.
Fund manager
Sumit Bhatnagar
Exit load
0.25 %
(If redeemed within 30 days)Minimum sip
₹1000
Minimum investment
₹500
Top Holdings
This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.
Company
Assets
Future on Adani Enterprises Ltd
9.02%
Adani Enterprises Ltd
8.96%
Future on Housing Development Finance Corp Ltd
8.44%
Housing Development Finance Corp Ltd
8.41%
Sector Allocation
About the Scheme Type
Arbitrage Funds provide a safer investment avenue for the investors with low risk appetite by leveraging the price difference in the cash and derivatives market to generate returns. These usually invest around 65% of their corpus in equity-related instruments and are often seen as short-term wealth generating opportunities. Since the difference between the two prices is marginal, arbitrage funds are required to execute a humongous number of trades every year to book substantial profits. While Arbitrage Funds are a good investment option when you’ve a volatile market, the fact that their expense ratio is high and the payoff is unpredictable, count for noticeable disadvantages.
Ratings
This fund is rated 0 stars by Morning Star Ratings.