Rating: N/A

Indiabulls Arbitrage Fund Direct Plan Yearly Dividend Reinvestment



Arbitrage Fund


11.493 + 0.0349

as on (29 May, 2020)



Fund Type

Open Ended

Investment Plan

Dividend Payout

Expense Ratio

0.42 %


NIFTY 50 Arbitrage PR INR

Asset Size

40.34 Cr.

(As of 30 Apr, 2019)


Moderately Low


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.

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Fund manager

Sumit Bhatnagar

(since 19 Dec, 2014)

Exit load

N / A

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.



Reliance Industries Ltd December 2018 Future

7.9 %

United Spirits Ltd. December 2018 Future

7.88 %

Reliance Industries Ltd

7.87 %

United Spirits Ltd

7.86 %

Sector Allocation

About the Scheme Type

Arbitrage Fund

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.


This fund is rated 0 stars by Morning Star Ratings.


Overview of Indiabulls Asset Management Company Ltd

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