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Indiabulls Arbitrage Fund

Indiabulls Arbitrage Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

4.08

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,275 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

  • ₹ 14.414

    as on 24 Sep 2021
  • Regular - Growth

  • -

  • ₹ 500

  • ₹ 15 Cr.

    as on 24 Sep 2021
  • 1.12%

    since 31 May 2021
  • 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 ₹ 14.414 as on 24 Sep 2021.

This fund has 6 years of track record. Since 31 May 2021 expense ratio of this fund is 1.12%. 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 Sumit Bhatnagar

    Picture of Sumit Bhatnagar

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 0.31% 0.97% 2.22% 4.02% 4.73% 5.09% 5.49% 7.00% 4.15% 4.30% 4.57% 5.07% 6.08%
Category Average 0.23% 0.80% 1.90% 3.34% 3.84% 4.66% 5.07% 6.67% 3.64% 3.61% 4.05% 4.60% 5.82%
Indiabulls Arbitrage Fund 0.10%₹ 10,009 0.52%₹ 10,051 1.32%₹ 10,132 2.22%₹ 10,222 2.41%₹ 12,156 3.09%₹ 10,628 2.50%₹ 24,629 4.08%₹ 11,275 3.19%₹ 37,799 4.81%₹ 12,650 4.05%₹ 66,489 - -
UTI Arbitrage Fund 0.27%₹ 10,026 0.92%₹ 10,092 2.22%₹ 10,221 3.92%₹ 10,392 4.13%₹ 12,267 4.42%₹ 10,905 4.10%₹ 25,034 5.09%₹ 11,607 4.51%₹ 38,562 5.44%₹ 13,034 5.04%₹ 68,165 6.60%₹ 18,955 5.90%₹ 1,62,485
Edelweiss Arbitrage Fund 0.29%₹ 10,028 0.91%₹ 10,090 2.11%₹ 10,210 3.79%₹ 10,378 4.00%₹ 12,258 4.43%₹ 10,906 4.02%₹ 25,013 5.09%₹ 11,606 4.48%₹ 38,545 5.46%₹ 13,049 5.04%₹ 68,157 - -
L&T Arbitrage Opportunities Fund 0.24%₹ 10,023 0.88%₹ 10,087 2.07%₹ 10,207 3.80%₹ 10,379 3.95%₹ 12,255 4.59%₹ 10,939 4.13%₹ 25,042 5.08%₹ 11,603 4.57%₹ 38,596 5.46%₹ 13,049 5.07%₹ 68,215 - -
BNP Paribas Arbitrage Fund 0.30%₹ 10,030 0.90%₹ 10,089 2.08%₹ 10,207 3.85%₹ 10,385 4.02%₹ 12,259 4.50%₹ 10,922 4.06%₹ 25,024 5.06%₹ 11,596 4.51%₹ 38,565 - - - -
Kotak Equity Arbitrage Fund 0.26%₹ 10,026 0.88%₹ 10,088 2.15%₹ 10,215 3.95%₹ 10,394 4.10%₹ 12,265 4.40%₹ 10,900 4.09%₹ 25,031 5.03%₹ 11,587 4.48%₹ 38,548 5.46%₹ 13,051 5.05%₹ 68,173 6.91%₹ 19,525 6.07%₹ 1,63,887

Portfolio Holdings

Portfolio holdings pattern of Indiabulls Arbitrage Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    65.94%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    100.16%

Top Sector Holdings of Indiabulls Arbitrage Fund

Name of SectorHolding PercentageHolding Values in Crore
Refineries/marketing 11.51% ₹ 1.69 Cr.
Banks 9.07% ₹ 1.34 Cr.
Passenger/utility vehicles 5.78% ₹ .84 Cr.
Housing finance 5.07% ₹ .74 Cr.
Personal care 4.35% ₹ .64 Cr.
Others 64.22% -

Top Stock Holdings of Indiabulls Arbitrage Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 7.20% ₹ 1.06 Cr.
Housing Development Finance Corporation Ltd. 5.07% ₹ .74 Cr.
Mahindra & Mahindra Ltd. 4.46% ₹ .65 Cr.
Marico Ltd. 4.35% ₹ .64 Cr.
Indian Oil Corporation Ltd. 4.31% ₹ .63 Cr.
Others 74.61% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 90.95%
TREPS 9.21%