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  • Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M)
Edelweiss Mutual Funds

Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M)

HybridArbitrage

12.7005

NAV (Nov 29)

3.6%
Till Date 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

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

Relative Size

6,018 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

12.7005

NAV (Nov 29)

Fund Returns

Last 1Y

4.1%

Last 3Y

2.6%

Last 5Y

NA

Last 10Y

NA

Since Inception

3.6%

6 Month CAGR

2.1%

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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Low Risk

Expense Ratio

1.1

Launched (4y ago)

Jun 22, 2017

AUM in Crores

6017.169

ISIN

INF754K01HU5

Lock-in

No Lock-in

Benchmark

NIFTY 50 Arbitrage PR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Bhavesh Jain

Fund Manager

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Dhawal Dalal

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)

Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 8,193 cr

5

₹ 18,740 cr

5

₹ 106 cr

5

₹ 1,979 cr

5

₹ 471 cr

5

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About the AMC

Edelweiss Asset Management Limited

Edelweiss Asset Management Limited manages assets worth 40,169 crores and was set up on 23 August 2007. It's current offering of mutual fund schemes includes 33 equity,93 debt and 24 hybrid funds.

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  • tel-amc-about
    022-40933400
  • mail-amc-about
    emfhelp@edelweissfin.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.2%

    12.6%

    26%

    12.2%

    4.8%

    7%

    17.6%

    14.2%

    7.9%

    5.2%

    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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    TRUST

    1. 4100+Crores
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    About Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M)

    About Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M)

    Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M) is a Arbitrage Hybrid fund and has delivered an annualised return of 3.6% over a period of 4 years. . The fund is managed by Edelweiss Asset Management Limited. The fund managers are Bhavesh Jain, Dhawal Dalal

    Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M) NAV,AUM,Risk

    The Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M) fund was launched on Jun 22, 2017. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-11-29 is ₹12.70. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹6017.169. The category risk of the Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M) fund is Low Risk. The fund charges 1.1 % as expense ratio.

    Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M) Holdings

    The fund’s highest allocation is towards Others and has invested 85.5% in this asset class. The top three holdings of the fund are , cash offset for derivatives , clearing corporation of india ltd. , bajaj finance ltd cp 09-11-21 vd 0211** , net receivables/(payables) , future on adani ports & special economic zone ltd , adani ports & special economic zone ltd , future on reliance industries ltd , mindtree ltd , future on mindtree ltd , 8.15% govt stock 2022 , housing development finance corporation limited , 5.09% govt stock 2022 , 8.35% govt stock 2022 , future on adani enterprises ltd , adani enterprises ltd , vedanta ltd , axis finance limited , steel authority of india ltd , future on steel authority of india ltd , tata steel ltd , future on vedanta ltd , future on tata steel ltd. , bank of baroda , future on zee entertainment enterprises ltd , zee entertainment enterprises ltd , future on bank of baroda , future on punjab national bank , punjab national bank , future on hcl technologies ltd , hcl technologies ltd , 364 dtb 10022022 , future on hindustan unilever ltd , hindustan unilever ltd , 364 dtb 24032022 , tata consultancy services ltd , titan co ltd , reliance industries ltd ordinary shares (partly paid rs.5) , future on vodafone idea ltd , future on titan co ltd , future on tata consultancy services ltd , hdfc asset management company limited , future on hdfc asset management company limited , united spirits ltd , vodafone idea ltd , future on united spirits ltd , future on escorts ltd , escorts ltd , future on deepak nitrite ltd , deepak nitrite ltd , future on bharti airtel ltd , bharti airtel ltd , future on itc ltd , itc ltd , future on indusind bank ltd , indusind bank ltd , 8.08% govt stock 2022 , jsw steel ltd , future on jsw steel ltd , reliance industries ltd , cholamandalam investment and finance co ltd , future on au small finance bank ltd , future on cholamandalam investment and finance co ltd , 91 dtb 16122021 , 364 dtb 30032022 , 364 dtb 17032022 , 364 dtb 11032022 , 364 dtb 03022022 , 364 dtb 13012022 , 364 dtb 06012022 , 182 dtb 02122021 , 364 dtb 25112021 , 3.96% govt stock 2022 , 8.79% govt stock 2021 , 8.20% govt stock 2022 , au small finance bank ltd , ramco cements ltd , sun pharmaceuticals industries ltd , future on sun pharmaceuticals industries ltd , future on national aluminium co ltd , national aluminium co ltd , future on ramco cements ltd , bharat heavy electricals ltd , future on ultratech cement ltd , future on aurobindo pharma ltd , ultratech cement ltd , aurobindo pharma ltd , future on motherson sumi systems ltd , motherson sumi systems ltd , future on bharat heavy electricals ltd , hdfc life insurance company limited , exide industries ltd , future on piramal enterprises ltd , future on multi commodity exchange of india ltd , multi commodity exchange of india ltd , future on hdfc life insurance company limited , future on exide industries ltd , future on jindal steel & power ltd , jindal steel & power ltd , future on pvr ltd , pvr ltd , future on tata chemicals ltd , tata chemicals ltd , future on jubilant foodworks ltd , jubilant foodworks ltd , future on gmr infrastructure ltd , axis bank ltd , gmr infrastructure ltd , piramal enterprises ltd , future on grasim industries ltd , grasim industries ltd , future on srf ltd , srf ltd , future on nmdc ltd , nmdc ltd , future on nestle india ltd , future on sun tv network ltd. , nestle india ltd , sun tv network ltd , future on aarti industries ltd , future on shriram transport finance co ltd , shriram transport finance co ltd , aarti industries ltd , future on sbi life insurance company limited , sbi life insurance company limited , future on l&t finance holdings ltd , l&t finance holdings ltd , future on upl ltd , upl ltd , future on mahindra & mahindra financial services ltd , mahindra & mahindra financial services ltd , future on axis bank ltd , 182 dtb 25112021 , 364 dtb 30122021 , 182 dtb 18112021 , future on idfc first bank ltd , idfc first bank ltd , future on wipro ltd , wipro ltd , future on icici bank ltd , tech mahindra ltd , icici bank ltd , future on tech mahindra ltd , future on hindalco industries ltd , hindalco industries ltd , future on hero motocorp ltd , hero motocorp ltd , future on bajaj finance ltd , bajaj finance ltd , future on tata power co ltd , tata power co ltd , future on delta corp ltd , future on mphasis ltd , delta corp ltd , mphasis ltd , future on kotak mahindra bank ltd , kotak mahindra bank ltd , future on alkem laboratories ltd , accrued interest , future on infosys ltd , future on dlf ltd , infosys ltd , dlf ltd , container corporation of india ltd , future on container corporation of india ltd , future on indiabulls housing finance ltd , indiabulls housing finance ltd , future on state bank of india , state bank of india , future on indian energy exchange ltd , indian energy exchange ltd , future on rbl bank ltd , rbl bank ltd , future on can fin homes ltd , can fin homes ltd , l&t technology services ltd , future on l&t technology services ltd , future on apollo tyres ltd , apollo tyres ltd , future on indian railway catering and tourism corp ltd , shree cement ltd , bharat forge ltd , future on shree cement ltd , future on bharat forge ltd , indian railway catering and tourism corp ltd , oracle financial services software ltd , future on oracle financial services software ltd , larsen & toubro ltd , alkem laboratories ltd , future on indraprastha gas ltd , indraprastha gas ltd , future on indus towers ltd ordinary shares , future on icici lombard general insurance co ltd , indus towers ltd ordinary shares , icici lombard general insurance co ltd , future on interglobe aviation ltd , interglobe aviation ltd , future on tata motors ltd , tata motors ltd , future on india cements ltd , future on the federal bank ltd , the federal bank ltd , india cements ltd , future on amara raja batteries ltd , amara raja batteries ltd , future on muthoot finance ltd , muthoot finance ltd , future on oil & natural gas corp ltd , siemens ltd , future on gail (india) ltd , gail (india) ltd , future on strides pharma science ltd , strides pharma science ltd , future on p i e industrial bhd , pi industries ltd , future on dr reddy's laboratories ltd , dr reddy's laboratories ltd , future on larsen & toubro ltd , future on apollo hospitals enterprise ltd , future on siemens ltd , apollo hospitals enterprise ltd , dixon technologies (india) ltd , future on dixon technologies (india) ltd , future on polycab india ltd , polycab india ltd , future on astral ltd , astral ltd , coforge ltd , future on icici prudential life insurance company limited , icici prudential life insurance company limited , future on coforge ltd , future on mahanagar gas ltd , mahanagar gas ltd , future on mrf ltd , mrf ltd , future on indiamart intermesh ltd , indiamart intermesh ltd , future on ashok leyland ltd , ashok leyland ltd , oil & natural gas corp ltd , future on cadila healthcare ltd , future on bajaj finserv ltd , bajaj finserv ltd , future on power finance corp ltd , power finance corp ltd , future on balkrishna industries ltd , balkrishna industries ltd , future on hindustan aeronautics ltd ordinary shares , hindustan aeronautics ltd ordinary shares , future on cummins india ltd , future on havells india ltd , cummins india ltd , havells india ltd , future on aditya birla fashion and retail ltd , aditya birla fashion and retail ltd , future on dalmia bharat ltd , dalmia bharat ltd , future on granules india ltd , granules india ltd , future on hindustan petroleum corp ltd , hindustan petroleum corp ltd , future on coromandel international ltd , coromandel international ltd , future on coal india ltd , coal india ltd , future on lic housing finance ltd , lic housing finance ltd , future on larsen & toubro infotech ltd , larsen & toubro infotech ltd , future on info edge (india) ltd , kotak mahindra bank limited , colgate-palmolive (india) ltd , future on trent ltd , future on colgate-palmolive (india) ltd , trent ltd , future on abbott india ltd , abbott india ltd , future on pfizer ltd , pfizer ltd , future on tvs motor co ltd , tvs motor co ltd , future on syngene international ltd , syngene international ltd , bata india ltd , cadila healthcare ltd , future on oberoi realty ltd , oberoi realty ltd , future on dabur india ltd , dabur india ltd , future on biocon ltd , biocon ltd , future on tata consumer products ltd , tata consumer products ltd , future on bosch ltd , bosch ltd , future on manappuram finance ltd , manappuram finance ltd , future on torrent pharmaceuticals ltd , torrent pharmaceuticals ltd , city union bank ltd , future on city union bank ltd , future on sbi cards and payment services ltd ordinary shares , sbi cards and payment services ltd ordinary shares , future on bharat electronics ltd , bharat electronics ltd , future on alembic pharmaceuticals ltd , alembic pharmaceuticals ltd , future on asian paints ltd , asian paints ltd , future on canara bank , canara bank , future on bata india ltd , info edge (india) ltd

    Edelweiss Arbitrage Fund of Income Dis cum Cptl Wdrl Opt (RIDCW-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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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