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  • 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

11.0447

NAV (Oct 13)

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

8,676 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

11.0447

NAV (Oct 13)

Fund Returns

Last 1Y
3.8%
Last 3Y
4.5%
Last 5Y
4.9%
Last 10Y
6.3%
Since Inception
6.2%
6 Month CAGR
1.9%
info-icon-blue

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
8675.339
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

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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)

₹ 8,153 cr

5

₹ 18,652 cr

5

₹ 3,380 cr

5

₹ 1,957 cr

5

₹ 2,661 cr

5

amc-icon

About the AMC

Aditya Birla Sun Life AMC Ltd

Aditya Birla Sun Life AMC Ltd manages assets worth 305,554 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

    20.2%

    15.1%

    recommended-badge

    5.1%

    7.1%

    top-ranked-badge

    5.1%

    6.9%

    top-ranked-badge

    5.1%

    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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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

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

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

    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

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

    The Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-M) fund was launched on Jul 24, 2009. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-10-13 is ₹11.04. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹8675.339. The category risk of the Aditya Birla Sun Life Arbitrage Fund of Income Dis cum cptl wdrl (RIDCW-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 (RIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 95.1% in this asset class. The top three holdings of the fund are , cash offset for derivatives , aditya bsl money mgr dir gr , net receivables / (payables) , clearing corporation of india limited , 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) , future on jsw steel ltd , jsw steel ltd , future on state bank of india , state bank of india , reliance industries ltd , future on reliance industries ltd , future on tata steel ltd , tata steel ltd , vedanta ltd , future on vedanta ltd , sun pharmaceuticals industries ltd , future on sun pharmaceuticals industries ltd , bharat petroleum corp ltd , future on bharat petroleum corp ltd , future on hcl technologies ltd , hcl technologies ltd , aditya bsl liquid dir gr , steel authority of india ltd , future on steel authority of india ltd , upl ltd , future on upl ltd , itc ltd , future on itc ltd , infosys ltd , future on infosys ltd , bank of baroda , future on bank of baroda , larsen & toubro ltd , future on larsen & toubro ltd , hdfc life insurance company limited , zee entertainment enterprises ltd , future on hdfc life insurance company limited , future on zee learn ltd , future on canara bank , canara bank , future on tata power co ltd , tata power co ltd , future on hindalco industries ltd , hindalco industries ltd , adani enterprises ltd , tata consultancy services ltd , future on adani enterprises ltd , axis bank ltd , future on hdfc bank ltd , future on aurobindo pharma ltd , aurobindo pharma ltd , future on nmdc ltd , nmdc ltd , future on tata consultancy services ltd , future on axis bank ltd , aditya bsl low duration dir gr , vodafone idea ltd , housing development finance corp ltd , future on hindustan petroleum corp ltd , hindustan petroleum corp ltd , future on jindal hotels ltd , future on jubilant foodworks ltd , future on vodafone idea , jindal steel & power ltd , jubilant foodworks ltd , future on container corporation of india ltd , future on piramal enterprises ltd , piramal enterprises ltd , future on dlf ltd , dlf ltd , future on escorts ltd , future on indiabulls housing finance ltd , escorts ltd , indiabulls housing finance ltd , future on gmr infrastructure ltd , future on indusind bank ltd , gmr infrastructure ltd , indusind bank ltd , future on the federal bank ltd , the federal bank ltd , future on grasim industries ltd , container corporation of india ltd , future on mindtree ltd , mindtree ltd , grasim industries ltd , colgate-palmolive (india) ltd , future on tata motors ltd , tata motors ltd , future on srf ltd , srf ltd , future on colgate-palmolive (india) ltd , sun tv network ltd , future on havells india ltd , havells india ltd , future on sun tv net , cholamandalam investment and finance co ltd , future on pnb gilts ltd , punjab national bank , future on hindustan unilever ltd , hindustan unilever ltd , future on cholamandalam investment and finance co ltd , oil & natural gas corp ltd , future on deepak nitrite ltd , deepak nitrite ltd , future on mahindra & mahindra financial services ltd , mahindra & mahindra financial services ltd , future on power finance corp ltd , power finance corp ltd , future on bheema cements ltd , bharat heavy electricals ltd , future on page industries ltd , page industries ltd , future on idfc first bank ltd , idfc first bank ltd , tech mahindra ltd , future on tech mahindra ltd , future on coal india ltd , coal india ltd , national aluminium co ltd , future on national aluminium co ltd , future on mrf ltd , future on tata chemicals ltd , mrf ltd , tata chemicals ltd , future on indus towers ltd ordinary shares , indus towers ltd ordinary shares , indraprastha gas ltd , future on indraprastha gas ltd , future on mcdowell holdings ltd , united spirits ltd , dr reddy's laboratories ltd , future on dr reddy's laboratories ltd , future on muthoot finance ltd , muthoot finance ltd , future on petronet lng ltd , petronet lng ltd , future on oil & natural gas corp ltd , biocon ltd , l&t technology services ltd , divi's laboratories ltd , future on divi's laboratories ltd , future on l&t technology services ltd , bandhan bank ltd , future on bandhan bank ltd , asian paints ltd , future on asian paints ltd , larsen & toubro infotech ltd , future on larsen & toubro infotech ltd , manappuram finance ltd , future on bharat forge ltd , tata consumer products ltd , future on tatia global vennture ltd , mahindra & mahindra ltd , future on mahindra & mahindra ltd , glenmark pharmaceuticals ltd , future on glenmark life sciences ltd , maruti suzuki india ltd , future on maruti organics ltd , future on aditya birla fashion and retail ltd , future on biocon ltd , indian oil corp ltd , future on indian oil corp ltd , gail (india) ltd , future on gail (india) ltd , future on l&t infra debt fund ltd 5% prf redeem 29/08/2024 inr 1000000 , multi commodity exchange of india ltd , future on multi commodity exchange of india ltd , cadila healthcare ltd , future on cadila healthcare ltd , l&t finance holdings ltd , bharat forge ltd , aditya birla fashion and retail ltd , lic housing finance ltd , future on bajaj auto ltd , future on lic housing finance ltd , bajaj auto ltd , lic housing finance limited , future on manappuram finance ltd , future on hero motocorp ltd , hero motocorp ltd , future on indian energy exchange ltd , indian energy exchange ltd , future on coforge ltd , coforge ltd , future on lupin ltd , lupin ltd , future on rbl bank ltd , rbl bank ltd , nippon life india asset management ltd ordinary shares , future on nippon life india asset management ltd ordinary shares , future on apollo hospitals enterprise ltd , apollo hospitals enterprise ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , future on oracle financial services software ltd , oracle financial services software ltd , future on coromandel engineering co ltd , coromandel international ltd , hdfc asset management company limited , future on bharat electronics ltd , bharat electronics ltd , future on power grid corp of india ltd , power grid corp of india ltd , future on icici prudential life insurance company limited , icici prudential life insurance company limited , future on pidilite industries ltd , pidilite industries ltd , future on ultratech cement ltd , ultratech cement ltd , future on amara raja batteries ltd , polycab india ltd , amara raja batteries ltd , ashok leyland ltd , future on pfizer ltd , pfizer ltd , future on bata india ltd , bata india ltd , future on bajaj finserv ltd , shree cement ltd , bajaj finserv ltd , future on shree cement ltd , future on dabur india ltd , future on apollo tyres ltd , dabur india ltd , apollo tyres ltd , future on metropolis sa , metropolis healthcare ltd , future on motherson sumi systems ltd , motherson sumi systems ltd , future on acc ltd , acc ltd , future on max financial services ltd , max financial services ltd , tvs motor co ltd , future on tvs motor co ltd , future on godrej properties ltd , godrej consumer products ltd , future on exide industries ltd , exide industries ltd , future on granules india ltd , granules india ltd , future on bajaj finance ltd , bajaj finance ltd , future on marico ltd , marico ltd , future on polycab india ltd , future on ashok leyland ltd

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