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  • Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M)

Formerly Aditya BSL Arbitrage DP

Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M)

HybridArbitrage

11.0492

NAV (Oct 21)

4.9%
5 Year CAGR
Scripbox Opinion

Neutral

Click here for top ranked funds in arbitrage mutual funds.

However, Scripbox does not recommend investing in arbitrage mutual funds.

Arbitrage Funds are designed to take advantage of small differences in prices of securities between the cash and derivatives markets.

Funds in this category deploy different strategies making assessment of each fund a unique exercise.This category has a limited number of funds with a sufficiently long history.These funds are recommended as a tax - efficient alternative to debt funds but the effective tax differential is too small to provide a meaningful benefit to regular consumers who are better off investing in debt funds rather than a complex instrument.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

8,997 Cr. Category leader in size

Category View

Neutral. The category has a neutral investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

11.0492

NAV (Oct 21)

Fund Returns

Last 1Y
3.8%
Last 3Y
4.3%
Last 5Y
4.9%
Last 10Y
6.3%
Since Inception
6.2%
6 Month CAGR
1.8%
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Scheme Information

Investment Objective

An Open ended Equity Scheme with an investment objective to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Futures).

Low

Low to Moderate

Moderate

Moderately High

High

Very High

risk-indicator-arrow.svg

Low Risk

Expense Ratio
0.99
Launched (12y ago)
Jul 24, 2009
AUM in Crores
8996.167
ISIN
INF209K01256
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Fund Managers
user-avatar

Lovelish Solanki

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
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    One click investing tracking
comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,356 cr

5

₹ 18,652 cr

5

₹ 1,957 cr

5

₹ 2,690 cr

5

₹ 3,398 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 313,741 crores and was set up on 5 September 1994. It's current offering of mutual fund schemes includes 83 equity,329 debt and 19 hybrid funds.

amc-img

  • tel-amc-about
    022-43568000
  • mail-amc-about
    care.mutualfunds@adityabirlacapital.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    Aditya Birla Sun Life Focused Equity Fund (G)

    recommended-badge

    21%

    15.1%

    recommended-badge

    5%

    7.1%

    top-ranked-badge

    5%

    6.9%

    top-ranked-badge

    5%

    7.2%

    top-ranked-badge

    5%

    6.8%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers
    We manage to deliver better strategies to people who trust us.

    We thrive on trust. You don’t need to just take our word for it! Get started with your wealth creation without worry.

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    Investing has helped me dream bigger for my life
    Dr. Shraddha BahirwaniSr. Dental Consultant

    About Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M)

    About Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M)

    Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M) is a Arbitrage Hybrid fund and has delivered an annualised return of 6.2% over a period of 12 years. The fund was previously known as Aditya BSL Arbitrage DP . The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Lovelish Solanki

    Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M) Investment Objective

    An Open ended Equity Scheme with an investment objective to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Futures). . However, there is no assurance that the objective of the scheme will be realized.

    Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M) NAV,AUM,Risk

    The Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M) fund was launched on Jul 24, 2009. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-10-21 is ₹11.05. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹8996.167. The category risk of the Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M) fund is Low Risk. The fund charges 0.99 % as expense ratio.

    Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 95.5% in this asset class. The top three holdings of the fund are , cash offset for derivatives , aditya bsl money mgr dir gr , aditya bsl frf dir gr , future on icici bank ltd , icici bank ltd , adani ports & special economic zone ltd , future on adani ports & special economic zone ltd , margin (future and options) , net receivables / (payables) , future on reliance industries ltd , state bank of india , future on state bank of india , jsw steel ltd , future on jsw steel ltd , future on tata steel ltd , tata steel ltd , clearing corporation of india limited , reliance industries ltd , vedanta ltd , future on vedanta ltd , future on sun pharmaceuticals industries ltd , sun pharmaceuticals industries ltd , future on hdfc bank ltd , tata power co ltd , future on tata power co ltd , future on itc ltd , itc ltd , future on bharat petroleum corp ltd , bharat petroleum corp ltd , future on steel authority of india ltd , bank of baroda , steel authority of india ltd , future on upl ltd , upl ltd , future on bank of baroda , canara bank , future on canara bank , tata consultancy services ltd , future on tata consultancy services ltd , zee entertainment enterprises ltd , larsen & toubro ltd , future on larsen & toubro ltd , future on zee learn ltd , nmdc ltd , future on nmdc ltd , future on adani enterprises ltd , icici lombard general insurance co ltd , adani enterprises ltd , future on hindalco industries ltd , hindalco industries ltd , future on icici lombard general insurance co ltd , future on vodafone idea , dlf ltd , future on jindal hotels ltd , housing development finance corp ltd , future on hindustan petroleum corp ltd , hindustan petroleum corp ltd , future on indiabulls housing finance ltd , indiabulls housing finance ltd , future on dlf ltd , vodafone idea ltd , future on aurobindo pharma ltd , aurobindo pharma ltd , future on axis bank ltd , axis bank ltd , aditya bsl low duration dir gr , hdfc asset management company limited , gmr infrastructure ltd , jindal steel & power ltd , future on jubilant foodworks ltd , jubilant foodworks ltd , future on gmr infrastructure ltd , future on indusind bank ltd , grasim industries ltd , future on grasim industries ltd , reliance industries ltd ordinary shares (partly paid rs.5) , indusind bank ltd , future on bharti airtel ltd , bharti airtel ltd , future on the federal bank ltd , the federal bank ltd , future on hdfc life insurance company limited , hdfc life insurance company limited , future on escorts ltd , mindtree ltd , future on indian railway catering and tourism corp ltd , indian railway catering and tourism corp ltd , future on piramal enterprises ltd , piramal enterprises ltd , future on mindtree ltd , escorts ltd , future on container corporation of india ltd , container corporation of india ltd , future on havells india ltd , havells india ltd , future on delta corp ltd , delta corp ltd , future on sun tv net , sun tv network ltd , future on pnb gilts ltd , aditya bsl liquid dir gr , power finance corp ltd , punjab national bank , future on deepak nitrite ltd , deepak nitrite ltd , future on bheema cements ltd , future on tech mahindra ltd , bharat heavy electricals ltd , tech mahindra ltd , future on mrf ltd , mrf ltd , future on cholamandalam investment and finance co ltd , cholamandalam investment and finance co ltd , future on tata chemicals ltd , tata chemicals ltd , future on page industries ltd , future on mahindra & mahindra financial services ltd , page industries ltd , mahindra & mahindra financial services ltd , future on power finance corp ltd , idfc first bank ltd , future on divi's laboratories ltd , divi's laboratories ltd , future on mcdowell holdings ltd , united spirits ltd , hcl technologies ltd , future on hcl technologies ltd , future on multi commodity exchange of india ltd , multi commodity exchange of india ltd , future on coal india ltd , coal india ltd , future on oracle financial services software ltd , oracle financial services software ltd , future on gail (india) ltd , future on mahindra & mahindra ltd , gail (india) ltd , mahindra & mahindra ltd , future on l&t finance holdings ltd 8.95% prf redeem 12/10/20 , l&t finance holdings ltd , future on muthoot finance ltd , muthoot finance ltd , future on asian paints ltd , asian paints ltd , future on idfc first bank ltd , dr reddy's laboratories ltd , biocon ltd , future on biocon ltd , bajaj finance ltd , future on bajaj finance ltd , manappuram finance ltd , future on manappuram finance ltd , future on dr reddy's laboratories ltd , future on cadila healthcare ltd , apollo hospitals enterprise ltd , future on apollo hospitals enterprise ltd , indraprastha gas ltd , future on indraprastha gas ltd , indian oil corp ltd , future on indian oil corp ltd , petronet lng ltd , national aluminium co ltd , future on petronet lng ltd , future on national aluminium co ltd , future on aditya birla fashion and retail ltd , aditya birla fashion and retail ltd , future on tatia global vennture ltd , tata consumer products ltd , future on indian energy exchange ltd , indian energy exchange ltd , future on glenmark life sciences ltd , glenmark pharmaceuticals ltd , future on lic housing finance ltd , lic housing finance ltd , future on bharat forge ltd , bharat forge ltd , future on bajaj auto ltd , bajaj auto ltd , coforge ltd , future on coforge ltd , lic housing finance limited , cadila healthcare ltd , future on colgate-palmolive (india) ltd , colgate-palmolive (india) ltd , future on apollo tyres ltd , apollo tyres ltd , future on maruti organics ltd , maruti suzuki india ltd , future on bajaj finserv ltd , bajaj finserv ltd , hindustan unilever ltd , future on hindustan unilever ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , future on bata india ltd , bata india ltd , future on ashok leyland ltd , future on bosch ltd , ashok leyland ltd , future on amara raja batteries ltd , bosch ltd , future on coromandel engineering co ltd , amara raja batteries ltd , coromandel international ltd , future on icici prudential life insurance company limited , icici prudential life insurance company limited , future on bharat electronics ltd , bharat electronics ltd , future on interglobe aviation ltd , interglobe aviation ltd , future on pidilite industries ltd , pidilite industries ltd , marico ltd , acc ltd , future on hero motocorp ltd , hero motocorp ltd , future on ultratech cement ltd , ultratech cement ltd , future on dabur india ltd , dabur india ltd , future on rbl bank ltd , rbl bank ltd , future on motherson sumi systems ltd , motherson sumi systems ltd , future on pfizer ltd , pfizer ltd , future on larsen & toubro infotech ltd , larsen & toubro infotech ltd , future on india cements ltd , india cements ltd , future on gujarat gas ltd , gujarat gas ltd , future on pvr ltd , pvr ltd , future on shree cement ltd , shree cement ltd , future on mphasis ltd , mphasis ltd , future on bandhan bank ltd , bandhan bank ltd , future on sbi life insurance company limited , sbi life insurance company limited , future on polycab india ltd , future on exide industries ltd , exide industries ltd , polycab india ltd , future on lupin ltd , lupin ltd , future on nestle india ltd , nestle india ltd , future on godrej properties ltd , future on granules india ltd , godrej consumer products ltd , granules india ltd , future on marico ltd , future on acc ltd

    Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (PIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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