• Mutual Funds
  • Indiabulls Mutual Fund
  • Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M)

Formerly Indiabulls Arbitrage Reg HY DP

Indiabulls Mutual Fund

Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M)

HybridArbitrage

11.6759

NAV (Dec 06)

4.2%
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 Relatively moderate history for analysis. We recommend funds with longer history.

Relative Size

13 Cr. Negligible within the category

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

11.6759

NAV (Dec 6)

Fund Returns

Last 1Y

2.1%

Last 3Y

3.6%

Last 5Y

NA

Last 10Y

NA

Since Inception

4.2%

6 Month CAGR

1.3%

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Scheme Information

Investment Objective

To generate income by predominantly investing in arbitrage opportunities in the cash and 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 or guarantee that the investment objective of the scheme will be realized.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Low Risk

Expense Ratio

1.12

Launched (4y ago)

Mar 01, 2017

AUM in Crores

12.642

ISIN

INF666M01CK9

Lock-in

No Lock-in

Benchmark

NIFTY 50 Arbitrage TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers
user-avatar

Karan Singh

Fund Manager

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Sumit Bhatnagar

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
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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

₹ 3,414 cr

5

₹ 2,707 cr

5

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About the AMC

Indiabulls Asset Management Company Ltd.

Indiabulls Asset Management Company Ltd. manages assets worth 787 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,76 debt and 23 hybrid funds.

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  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.8%

    11.1%

    4.6%

    7.2%

    4.9%

    6.9%

    12.7%

    11.6%

    3.7%

    4%

    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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    Invesco India Growth Opportunities Fund (Growth)

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    Equity

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    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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    About Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M)

    About Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M)

    Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M) is a Arbitrage Hybrid fund and has delivered an annualised return of 4.2% over a period of 4 years. The fund was previously known as Indiabulls Arbitrage Reg HY DP . The fund is managed by Indiabulls Asset Management Company Ltd.. The fund managers are Karan Singh, Sumit Bhatnagar

    Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M) Investment Objective

    To generate income by predominantly investing in arbitrage opportunities in the cash and 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 or guarantee that the investment objective of the scheme will be realized. . However, there is no assurance that the objective of the scheme will be realized.

    Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M) NAV,AUM,Risk

    The Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M) fund was launched on Mar 01, 2017. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-12-06 is ₹11.68. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹12.642. The category risk of the Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M) fund is Low Risk. The fund charges 1.12 % as expense ratio.

    Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M) Holdings

    The fund’s highest allocation is towards Others and has invested 100.2% in this asset class. The top three holdings of the fund are , net receivable/payable , future on bajaj finance ltd , bajaj finance ltd , ccil , future on indian oil corp ltd , indian oil corp ltd , future on can fin homes ltd , can fin homes ltd , asian paints ltd , future on asian paints ltd , housing development finance corp ltd , future on housing development finance corp ltd , future on larsen & toubro ltd , larsen & toubro ltd , future on grasim industries ltd , grasim industries ltd , hindustan unilever ltd , future on hindustan unilever ltd , axis bank ltd , future on axis bank ltd , future on icici bank ltd , icici bank ltd , tata consultancy services ltd , future on tata consultancy services ltd , titan co ltd , future on titan co ltd , mahindra & mahindra ltd , future on hdfc asset management company limited , hdfc asset management company limited , future on mahindra & mahindra ltd , future on bharat electronics ltd , bharat electronics ltd , future on tata steel ltd , tata steel ltd , hero motocorp ltd , future on hero motocorp ltd , state bank of india , future on state bank of india , bharat petroleum corp ltd , future on bharat petroleum corp ltd

    Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-6M) 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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