• Mutual Funds
  • IDFC Mutual Funds
  • IDFC Arbitrage Fund (Growth)

Formerly StanChart Arbitrage Plan A Reg Gr

IDFC Mutual Funds

IDFC Arbitrage Fund (Growth)

HybridArbitrage

26.2065

NAV (Jan 17)

5.1%
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.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

5,603 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

Invest in this fund
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Build Long Term Wealth

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.

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    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

No single fund can achieve what a plan can. Learn why

Historical NAV

26.2065

NAV (Jan 17)

Fund Returns

Last 1Y

3.7%

Last 3Y

4.5%

Last 5Y

5.1%

Last 10Y

6.6%

Since Inception

6.6%

6 Month CAGR

1.6%

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Scheme Information

Investment Objective

The investment objective of the Scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunity in the cash and the derivative segments of the equity markets and the arbitrage opportunity available within the derivative segments 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.

Expense Ratio

1.04

Launched (16y ago)

Dec 21, 2006

AUM in Crores

5602.548

ISIN

INF194K01649

Lock-in

No Lock-in

Benchmark

NIFTY 50 Arbitrage TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Arpit Kapoor

Fund Manager

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Harshal Joshi

Fund Manager

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Nemish Sheth

Fund Manager

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Viraj Kulkarni

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.

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)

₹ 7,783 cr

5

₹ 18,456 cr

5

₹ 136 cr

5

₹ 455 cr

5

₹ 2,663 cr

5

amc-icon

About the AMC

IDFC Asset Management Company Limited

IDFC Asset Management Company Limited manages assets worth 125,180 crores and was set up on 20 December 1999. It's current offering of mutual fund schemes includes 33 equity,199 debt and 32 hybrid funds.

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  • tel-amc-about
    022-66289999
  • mail-amc-about
    investormf@idfc.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    IDFC Low Duration Fund (G)
    IDFC Low Duration Fund (G)

    6.1%

    7.4%

    5%

    5.6%

    5.2%

    5.1%

    5.2%

    5%

    -0.8%

    4.8%

    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
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    Equity

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

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    IDFC Arbitrage Fund (G) Review

    IDFC Arbitrage Fund (G) is a Arbitrage Hybrid fund and has delivered an annualised return of 6.6% over a period of 15 years. The fund was previously known as StanChart Arbitrage Plan A Reg Gr. The fund is managed by IDFC Asset Management Company Limited. The fund managers are Arpit Kapoor, Harshal Joshi, Nemish Sheth, Viraj Kulkarni.

    Nav of IDFC Arbitrage Fund (G) as of 17/01/2022 is ₹26.21 with the total AUM as of 18/01/2022 is ₹5602.548. With Scripbox you can compare and check the latest nav for all mutual funds in India. IDFC Arbitrage Fund (G) was launched on Dec 21, 2006. The category risk of the fund is Low Risk.

    The minimum SIP amount for IDFC 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.

    Frequently Asked Questions

    What is IDFC Arbitrage Fund (G)?

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