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

Formerly Aditya BSL Arbitrage DR

Aditya Birla Sun Life Mutual Fund

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

HybridArbitrage

11.1236

NAV (Jan 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

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

Relative Size

8,700 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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  • graph-icon-gray
    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

11.1236

NAV (Jan 21)

Fund Returns

Last 1Y

4.4%

Last 3Y

4.5%

Last 5Y

4.9%

Last 10Y

6.3%

Since Inception

6.2%

6 Month CAGR

2%

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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).

Expense Ratio

0.99

Launched (13y ago)

Jul 24, 2009

AUM in Crores

8699.061

ISIN

INF209K01CI6

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

calculator

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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,042 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 3,412 cr

5

₹ 136 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 318,638 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.

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  • 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)
    Aditya Birla Sun Life Focused Equity Fund (G)

    18.3%

    14.7%

    4.7%

    7.1%

    4.7%

    6.8%

    4.7%

    7.2%

    4.6%

    6.7%

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

    Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-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 DR. The fund is managed by Aditya Birla Sun Life AMC Ltd. The fund manager’s name is Lovelish Solanki.

    Nav of Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-M) as of 21/01/2022 is ₹11.12 with the total AUM as of 24/01/2022 is ₹8699.061. With Scripbox you can compare and check the latest nav for all mutual funds in India. Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-M) was launched on Jul 24, 2009. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-M) 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. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-M)?

    How to invest in Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-M)?

    What is the minimum sip amount of Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-M)?

    Is Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-M) good to invest in?

    What is the expense ratio of the Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-M)?