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.
The performance of the fund on a Fund Size metric has been Good
The fund has been a Category Leader on the Rolling Returns metric
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (May 29)
6 Month CAGR
The investment objective of the Scheme is to generate income by predominantly investing in arbitrage opportunities in the cash and the 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. However,there is no assurance that the investment objective of the scheme will be realized.
Launched (9y ago)
Jun 27, 2014
AUM in Crores
NIFTY 50 Arbitrage PR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Edelweiss Arbitrage Fund (Growth)||8,27,973||95,361||5.1%|
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.
cash offset for derivatives74.2%
clearing corporation of india ltd.5.1%
hdfc bank ltd4.8%
future on hdfc bank ltd4.7%
6.69% govt stock 20243.2%
|Fund Name||Fund Size||Rolling Returns|
₹ 51,579 cr
₹ 14,509 cr
₹ 8,475 cr
₹ 14,524 cr
₹ 17,853 cr
Edelweiss Asset Management Limited
|Fund Name||Scripbox Opinion||Till Date CAGR|
Edelweiss Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 5.9% over a period of 8 years. The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bhavesh Jain, Bhavin Patadia, Dhawal Dalal.
Nav of Edelweiss Arbitrage Fund (G) as of 5/29/2023 is ₹16.70 with the total AUM as of 5/30/2023 is ₹4316.853. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Arbitrage Fund (G) was launched on Jun 27, 2014. The category risk of the fund is Low Risk.
The minimum SIP amount for Edelweiss Arbitrage Fund (G) 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.
Edelweiss Arbitrage Fund (G) 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 PR INR.
Edelweiss Arbitrage Fund (G) is rated as a 4 fund in Debt and delivered 5.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Arbitrage Fund (G).
What is Edelweiss Arbitrage Fund (G)?
How to invest in Edelweiss Arbitrage Fund (G)?
You can invest in Edelweiss Arbitrage Fund (G) 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 Edelweiss Arbitrage Fund (G)?
The minimum sip amount for Edelweiss Arbitrage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Edelweiss Arbitrage Fund (G) good to invest in?
As per Scripbox experts, Edelweiss Arbitrage Fund (G) is a Top Ranked fund. You can investEdelweiss Arbitrage Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Edelweiss Arbitrage Fund (G)?
The expense ratio of the Edelweiss Arbitrage Fund (G) is 1.08% for regular plan.