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.
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Scheme Information
Investment Objective
The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments.
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.
Nippon Life India Asset Management Ltd manages assets worth 215,397 crores and was set up on 24 February 1995. It's current offering of mutual fund schemes includes 90 equity,369 debt and 34 hybrid 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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q)
About Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q)
Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) is a arbitrage hybrid fund and has delivered an annualised return of 7.0% over a period of 11 years .The fund was previously known as Nippon India Arbitrage DP.The fund is managed by Nippon Life India Asset Management Ltd.The fund managers are Anand Gupta, Anju Chhajer, Kinjal Desai
Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) Investment Objective
The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments. However, there is no assurance that the objective of the scheme will be realized.
Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) NAV,AUM,Risk
The Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) fund was launched on Oct 14, 2010. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-07-22 is ₹ 12.6626. The total AUM (Asset Under Management) of the fund as of 2021-07-23 is ₹ 12053.564. The category risk of the Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) fund is Low Risk.
The fund charges 1.01 % as expense ratio.
Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) Holdings
The fund’s highest allocation is towards others and has invested 84.6% in this asset class. The top three holdings of the fund are 8.79% govt stock 2021,8.35% govt stock 2022 and 5.09% govt stock 2022
Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) 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.
Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY 50 Arbitrage TR INR
Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) Review
Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Nippon India Arbitrage Fund of Income Distribution cum cptl wdrl (D-Q) has a score of 5 out of 5.
Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
