Formerly BNP Paribas Arbitrage Reg Mn IDCW-R
Arbitrage funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 10.3154
NAV (Oct 3)
Last 1Y | 6.9% |
Last 3Y | 4.3% |
Last 5Y | 4.2% |
Last 10Y | NA |
Since Inception | 4.5% |
6 Month CAGR | 4% |
The primary investment objective of the scheme is to generate income and capital appreciation by investing in a combination of diversified portfolio of equity and equity related instruments,including use of equity derivatives strategies and arbitrage opportunities with exposure in debt and fixed income instruments. However,there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns.
Expense Ratio | 1.07 |
Launched (6y ago) | Apr 28, 2017 |
AUM in Crores | 330.473 |
ISIN | INF251K01PC3 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.8 |
Standard Deviation (5yr) | 1 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.762 |
Sharpe Ratio (5yr) | -0.985 |
YTM | 6.9 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Baroda BNP Paribas Arbitrage fund (RIDCW-M) | 8,10,001 | 77,389 | 4.2% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Fund Name | Fund Size | Rolling Returns |
---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
BNP Paribas Asset Management India Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
14.8% | 13.8% | ||
14.6% | 13.7% | ||
14.6% | 13.7% | ||
4.7% | 6.9% | ||
4.1% | 7.6% |
Baroda BNP Paribas Arbitrage fund (RIDCW-M) is a Arbitrage Debt fund and has delivered an annualised return of 4.5% over a period of 6 years. The fund was previously known as BNP Paribas Arbitrage Reg Mn IDCW-R. The fund is managed by Baroda BNP Paribas Asset Management India Pvt. Ltd.. The fund managers are Miten Vora, Neeraj Saxena, Vikram Pamnani.
Nav of Baroda BNP Paribas Arbitrage fund (RIDCW-M) as of 10/3/2023 is ₹10.32 with the total AUM as of 10/4/2023 is ₹330.473. With Scripbox you can compare and check the latest nav for all mutual funds in India. Baroda BNP Paribas Arbitrage fund (RIDCW-M) was launched on Apr 28, 2017. The category risk of the fund is Low Risk.
The minimum SIP amount for Baroda BNP Paribas Arbitrage fund (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.
Baroda BNP Paribas Arbitrage fund (RIDCW-M) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
Baroda BNP Paribas Arbitrage fund (RIDCW-M) is rated as a 2 fund in Debt and delivered 6.9% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Baroda BNP Paribas Arbitrage fund (RIDCW-M).
What is Baroda BNP Paribas Arbitrage fund (RIDCW-M)?
How to invest in Baroda BNP Paribas Arbitrage fund (RIDCW-M)?
You can invest in Baroda BNP Paribas Arbitrage fund (RIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Baroda BNP Paribas Arbitrage fund (RIDCW-M)?
The minimum sip amount for Baroda BNP Paribas Arbitrage fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Baroda BNP Paribas Arbitrage fund (RIDCW-M) good to invest in?
As per Scripbox experts, Baroda BNP Paribas Arbitrage fund (RIDCW-M) is a Neutral fund. You can investBaroda BNP Paribas Arbitrage fund (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Baroda BNP Paribas Arbitrage fund (RIDCW-M)?
The expense ratio of the Baroda BNP Paribas Arbitrage fund (RIDCW-M) is 1.07% for regular plan.