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  • Edelweiss Arbitrage Fund (RIDCW-M)
Edelweiss Mutual Funds

Edelweiss Arbitrage Fund (RIDCW-M)

DebtArbitrage
Top Ranked

15.0277

NAV (Sep 18)

6.054%
3 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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.

Our analysis of this fundLearn how we rate funds ->

Downside Protection

Good

The performance of the fund on a Downside Protection metric has been Good

Fund Size

Satisfactory

The performance of the fund on a Fund Size metric has been Satisfactory

Invest in this fund
Scripbox Recommended Arbitrage Funds
Want the most stable arbitrage funds for your portfolio?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.0277

NAV (Sep 18)

Fund Returns

Last 1Y
7.6%
Last 3Y
6.1%
Last 5Y
5.4%
Last 10Y
6.1%
Since Inception
6.1%
6 Month CAGR
3.8%

Scheme Information

Investment Objective

The Scheme seeks 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.

Expense Ratio
1.09
Launched (0y ago)
1.09
AUM in Crores
12304.7
ISIN
INF754K01HU5
Lock-in
Benchmark
NIFTY 50 Arbitrage Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
0.7
Beta
0.9
Sharpe Ratio
0.3
YTM
Fund Managers

Bhavesh Jain

Fund Manager

Bhavin Patadia

Fund Manager

Dhawal Dalal

Fund Manager

Pranavi Kulkarni

Fund Manager

Rahul Dedhia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Edelweiss Arbitrage Fund (RIDCW-M)70%8,33,609 1,00,9975.4%
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.

Asset allocation and Holdings

Last updated on 2023-12-21

Top Debt Holdings

Others

77.4%
77.376%

HDFC Bank Ltd.

7.6%
7.6%

Edelweiss Liquid Super Institutional Direct-Growth

7.5%
7.49%

Others

2.7%
2.66%

Vodafone Idea Ltd.

2.1%
2.13%
See all holdings

Allocation by Sector

Automobile

0.0009%
0.0009%
See all sectors

Comparison with Debt Funds

Fund NameFund Size
kotak-mahindra
Kotak Nifty SDL Apr 2027 Top 12 Equal Weight Index Fund (G)

₹ 8,093 cr

₹ 15,209 cr

₹ 9,577 cr

₹ 4,457 cr

₹ 13,722 cr

amc-img

About the AMC

Edelweiss Mutual Fund

Edelweiss Asset Management Company was established in August 2008. They manage a total AUM of Rs. 11,841 invested in over 84 schemes with over 11 distribution centres accross the Country. They offer various products in equity,debt and liquid categories.amc-img
phone-img+91 22 4093 3400
Fund NameScripbox Opinion
Till Date CAGR

-

6.265%

5.988%

5.671%

6.229%

7.548%

12.103%

17.218%

12.505%

11.433%

Edelweiss Arbitrage Fund (RIDCW-M) Review

Edelweiss Arbitrage Fund (RIDCW-M) is a Debt Debt fund and has delivered an annualised return of 6.133% over a period of 54 years. The fund is managed by Edelweiss Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object].

Nav of Edelweiss Arbitrage Fund (RIDCW-M) as of 9/18/2024 is ₹15.03 with the total AUM as of 9/19/2024 is ₹12304.7344. With Scripbox you can compare and check the latest nav for all mutual funds in India. Edelweiss Arbitrage Fund (RIDCW-M) was launched on null. The category risk of the fund is Below Average.

The minimum SIP amount for Edelweiss 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.

Edelweiss 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 Total Return Index .

Edelweiss Arbitrage Fund (RIDCW-M) is rated as a 4 fund in Debt and delivered 7.611% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Edelweiss Arbitrage Fund (RIDCW-M).

Frequently Asked Questions

What is Edelweiss Arbitrage Fund (RIDCW-M)?

Edelweiss Arbitrage Fund (RIDCW-M) is a Debt Debt scheme predominantly investing across Debt instruments with an investment objective to generate wealth over the long term.

How to invest in Edelweiss Arbitrage Fund (RIDCW-M)?

You can invest in Edelweiss 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 Edelweiss Arbitrage Fund (RIDCW-M)?

The minimum sip amount for Edelweiss Arbitrage Fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.

Is Edelweiss Arbitrage Fund (RIDCW-M) good to invest in?

As per Scripbox experts, Edelweiss Arbitrage Fund (RIDCW-M) is a 4 fund. You can investEdelweiss 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 Edelweiss Arbitrage Fund (RIDCW-M)?

The expense ratio of the Edelweiss Arbitrage Fund (RIDCW-M) is 1.09% for regular plan.