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

    Formerly Indiabulls Arbitrage Reg Mn DP

    Indiabulls Mutual Fund

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

    HybridArbitrage

    10.7906

    NAV (Sep 16)

    4.6%
    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.

    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

    7 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.

    Relative Size

    15 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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    • graph-icon-gray
      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

    10.7906

    NAV (Sep 16)

    Fund Returns

    2.4%
    Last 1Y
    3.8%
    Last 3Y
    4.6%
    Last 5Y
    NA
    Last 10Y
    5.4%
    Since Inception
    info-icon-blue

    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

    risk-indicator-arrow.svg

    Low Risk

    Expense Ratio
    1.12 %
    Launched (7y ago)
    Dec 19, 2014
    AUM in Crores
    ₹ 15
    ISIN
    INF666M01BB0
    Lock-in
    No Lock-in
    Benchmark
    NIFTY 50 Arbitrage TR INR
    SIP Minimum
    ₹ 1,000
    Lumpsum Min.
    ₹ 5,000
    Fund Managers
    user-avatar

    Karan Singh

    Fund Manager

    user-avatar

    Sumit Bhatnagar

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 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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    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
    • Expert Investing Only
      Expert Investing Only
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    comparison

    Comparison with Hybrid Funds

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    Aggressive Hybrid

    26 Years

    Age

    5

    Track Record

    ICICI Prudential Equity & Debt Fund (G)

    ICICI Prudential Equity & Debt Fund (G)

    Aggressive Hybrid

    22 Years

    Age

    5

    Track Record

    ICICI Prudential Savings Fund (G)

    ICICI Prudential Savings Fund (G)

    Conservative Hybrid

    17 Years

    Age

    5

    Track Record

    Sundaram Equity Hybrid Fund (G)

    Sundaram Equity Hybrid Fund (G)

    Aggressive Hybrid

    21 Years

    Age

    5

    Track Record

    HDFC Hybrid Debt Fund (G)

    HDFC Hybrid Debt Fund (G)

    Conservative Hybrid

    18 Years

    Age

    5

    Track Record

    amc-icon

    About the AMC

    Indiabulls Asset Management Company Ltd.

    Indiabulls Asset Management Company Ltd. manages assets worth 692 crores and was set up on 10 April 2008. It's current offering of mutual fund schemes includes 22 equity,72 debt and 23 hybrid funds.

    amc-img

  • tel-amc-about
    022-61891300
  • mail-amc-about
    customercare@indiabullsamc.com
  • Indiabulls Blue Chip Fund (G)

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    Large Cap

    ₹ 107 Cr

    Fund Size

    12.30%

    5 Year CAGR

    5 Y CAGR

    Indiabulls Liquid Fund (G)

    Indiabulls Liquid Fund (G)

    Liquid

    ₹ 151 Cr

    Fund Size

    4.90%

    3 Year CAGR

    3 Y CAGR

    Indiabulls Short Term Fund (G)

    Indiabulls Short Term Fund (G)

    Short Term

    ₹ 25 Cr

    Fund Size

    5.40%

    3 Year CAGR

    3 Y CAGR

    Indiabulls Value Fund (G)

    Indiabulls Value Fund (G)

    Diversified

    ₹ 13 Cr

    Fund Size

    9.20%

    5 Year CAGR

    5 Y CAGR

    Indiabulls Overnight Fund (G)

    Indiabulls Overnight Fund (G)

    Overnight

    ₹ 207 Cr

    Fund Size

    3.60%

    Till Date CAGR

    Till Date CAGR

    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)

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    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

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    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

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

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

    Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-M) is a Arbitrage Hybrid fund and has delivered an annualised return of 5.4% over a period of 6 years. The fund was previously known as Indiabulls Arbitrage Reg Mn 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-M) 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-M) NAV,AUM,Risk

    The Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-M) fund was launched on Dec 19, 2014. The NAV (Net Asset Value) of this Arbitrage Hybrid fund as of 2021-09-16 is ₹10.79. The total AUM (Asset Under Management) of the fund as of 17/09/2021 is ₹14.561. The category risk of the Indiabulls Arbitrage Fund of Income Dis cum Cap Wdrl (PIDCW-M) fund is Low Risk. The fund charges 1.12 % as expense ratio.

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

    The fund’s highest allocation is towards Others and has invested 100.1% in this asset class. The top three holdings of the fund are , net receivable/payable , future on bajaj finance ltd , future on reliance industries ltd , reliance industries ltd , bajaj finance ltd , the clearing corporation of india ltd. , sbi life insurance company limited , future on sbi life insurance company limited , mahindra & mahindra ltd , future on mahindra & mahindra ltd , asian paints ltd , future on asian paints ltd , indian oil corp ltd , future on indian oil corp ltd , housing development finance corp ltd , future on housing development finance corp ltd , future on hindustan unilever ltd , hindustan unilever ltd , larsen & toubro ltd , future on larsen & toubro ltd , axis bank ltd , future on axis bank ltd , future on grasim industries ltd , grasim industries ltd , icici bank ltd , future on icici bank ltd , tata power co ltd , future on tata power co ltd , future on hdfc asset management company limited , hdfc asset management company limited , petronet lng ltd , future on petronet lng ltd , bharti airtel ltd , future on tata steel ltd , tata steel ltd , future on bharti airtel ltd , punjab national bank , future on punjab national bank , future on hero motocorp ltd , tata motors ltd , hero motocorp ltd , future on tata motors 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-M) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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