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Indiabulls Arbitrage Fund

Indiabulls Arbitrage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

3.16

as on 27 Oct 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 10,977 today.

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NAV Performance

Indiabulls Arbitrage Fund performance graph for last 3 years
Performance of Indiabulls Arbitrage Fund for last 3 Years

Fund Information

  • ₹ 15.508

    as on 27 Oct 2023
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 4 Cr.

    as on 31 May 2023
  • 1.21%

  • 19 Dec 2014

  • Hybrid - Arbitrage Fund

  • Nifty 50

  • Indiabulls Mutual Fund

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Highlights of this fund

Indiabulls Arbitrage Fund is an Open-ended Hybrid Fund. The fund belongs to Arbitrage Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 19 Dec 2014. This fund is offered by one of the top AMC (Assets Management Company) Indiabulls Mutual Fund. You can also view here all other Hybrid funds offered by Indiabulls Mutual Fund.

Latest NAV of the fund is ₹ 15.508 as on 27 Oct 2023.

This fund has 8 years of track record. Since 31 Mar 2023 expense ratio of this fund is 1.21%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 500.

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.

List of Fund Managers of Indiabulls Arbitrage Fund

  • About Karan Singh

    Picture of Karan SinghMr. Singh is B.A (Honours) in Economics, PGDBF & CFA - Level 1 Prior to joining IndiaBulls Mutual Fund he has worked with Taurus Corporate Advisory Services Ltd., DIOS Capital, Invesco Asset Management Company Ltd., Fidelity Investments and ICRA Ltd.
  • About Anupam Tiwari

    Picture of Anupam TiwariAnupam Tiwari is an Equity Fund Manager at Axis AMC. He joined Axis AMC in September 2016. Prior to this, he worked with Reliance Life Insurance & Principal PNB Asset Management as a Fund Manager. He started his career as an Equity Analyst with Reliance Capital AMC in 2005.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Low Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.48% 1.64% 3.71% 7.60% 6.13% 5.22% 5.20% 6.16% 7.32% 6.74% 6.05% 5.39% 5.59%
Category Average 0.38% 1.46% 3.25% 6.64% 5.10% 4.67% 4.77% 5.91% 6.96% 6.18% 5.48% 4.95% 5.36%
Indiabulls Arbitrage Fund 0.36%₹ 10,036 1.23%₹ 10,123 2.37%₹ 10,237 - - - - - - - - - -
SBI Arbitrage Opportunities Fund 0.42%₹ 10,042 1.59%₹ 10,159 3.62%₹ 10,361 7.60%₹ 10,760 7.32%₹ 12,469 5.87%₹ 11,207 6.65%₹ 25,682 5.22%₹ 11,650 6.00%₹ 39,429 5.04%₹ 12,788 5.27%₹ 68,559 5.94%₹ 17,808 5.43%₹ 1,58,503
Invesco India Arbitrage Fund 0.48%₹ 10,047 1.63%₹ 10,163 3.67%₹ 10,367 7.50%₹ 10,750 7.29%₹ 12,467 6.13%₹ 11,263 6.74%₹ 25,704 5.22%₹ 11,649 6.05%₹ 39,461 5.17%₹ 12,866 5.39%₹ 68,759 5.96%₹ 17,850 5.52%₹ 1,59,242
Kotak Equity Arbitrage Fund 0.41%₹ 10,040 1.64%₹ 10,163 3.66%₹ 10,366 7.56%₹ 10,755 7.31%₹ 12,469 5.80%₹ 11,193 6.57%₹ 25,662 5.20%₹ 11,642 5.91%₹ 39,378 5.20%₹ 12,883 5.33%₹ 68,666 6.16%₹ 18,186 5.59%₹ 1,59,859
Edelweiss Arbitrage Fund 0.40%₹ 10,040 1.57%₹ 10,156 3.56%₹ 10,356 7.31%₹ 10,731 7.07%₹ 12,454 5.61%₹ 11,154 6.37%₹ 25,608 5.03%₹ 11,586 5.73%₹ 39,271 5.15%₹ 12,853 5.21%₹ 68,447 - -
ICICI Prudential Equity Arbitrage Fund 0.39%₹ 10,038 1.55%₹ 10,155 3.53%₹ 10,352 7.26%₹ 10,725 7.04%₹ 12,452 5.50%₹ 11,129 6.32%₹ 25,597 4.96%₹ 11,563 5.66%₹ 39,234 5.03%₹ 12,781 5.13%₹ 68,310 6.01%₹ 17,926 5.43%₹ 1,58,508

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Arbitrage Fund as on 08 Dec 2023 are listed below:

  • Equity Holdings:

    67.64%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    100.35%

Top Sector Holdings of Indiabulls Arbitrage Fund

Name of SectorHolding PercentageHolding Values in Crore
Housing Finance 16.57% ₹ .73 Cr.
Banks 13.50% ₹ .60 Cr.
Passenger/Utility vehicles 8.50% ₹ .38 Cr.
Brew/distilleries 7.51% ₹ .33 Cr.
Residential/commercial/sez project 5.91% ₹ .26 Cr.
Others 48.01% -

Top Stock Holdings of Indiabulls Arbitrage Fund

Name of StocksHolding PercentageHolding Values in Crore
Can Fin Homes Ltd. 9.38% ₹ .41 Cr.
Tata Motors Ltd. 8.50% ₹ .38 Cr.
United Spirits Ltd. 7.51% ₹ .33 Cr.
Axis Bank Ltd. 7.47% ₹ .33 Cr.
Housing Development Finance Corporation Ltd. 7.19% ₹ .32 Cr.
Others 59.95% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 87.88%
TREPS 11.34%
FD 1.13%