- Mutual Funds
- Nippon Mutual Fund
- Nippon India Arbitrage Fund (RIDCW-Q)
Formerly Nippon India Arbitrage DR
Arbitrage funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 14.0761
NAV (Sep 22)
Fund Returns
Last 1Y | 6.8% |
Last 3Y | 4.7% |
Last 5Y | 4.9% |
Last 10Y | 5.8% |
Since Inception | 6.6% |
6 Month CAGR | 3.7% |
Scheme Information
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 indeb tsecurities & money market instruments.
Expense Ratio | 1.08 |
Launched (13y ago) | Oct 14, 2010 |
AUM in Crores | 10408.113 |
ISIN | INF204K01JA9 |
Lock-in | No Lock-in |
Benchmark | NIFTY 50 Arbitrage TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0.6 |
Standard Deviation (5yr) | 0.8 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.244 |
Sharpe Ratio (5yr) | -0.348 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Nippon India Arbitrage Fund (RIDCW-Q) | 8,23,934 | 91,322 | 4.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Debt Holdings
cash offset for derivatives
69.2%hdfc bank limited_28/09/2023
7.5%hdfc bank ltd
7.4%nippon india money market dir gr
7%nippon india low duration dir gr
5.7%Allocation by Sector
financial services
22.9%basic materials
11.9%energy
8.6%industrials
6.4%communication services
4.8%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 44,468 cr | ||
₹ 18,357 cr | ||
₹ 10,408 cr | ||
₹ 14,357 cr | ||
₹ 9,121 cr |
About the AMC
Nippon Life India Asset Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.8% | ||
4.7% | 5.6% | ||
4.7% | 6.6% | ||
4.7% | 6.6% | ||
4.7% | 5.6% |
Nippon India Arbitrage Fund (RIDCW-Q) Review
Nippon India Arbitrage Fund (RIDCW-Q) is a Arbitrage Debt fund and has delivered an annualised return of 6.6% over a period of 12 years. The fund was previously known as Nippon India Arbitrage DR. The fund is managed by Nippon Life India Asset Management Ltd. The fund managers are Akshay Sharma, Anand Gupta, Anju Chhajer, Kinjal Desai.
Nav of Nippon India Arbitrage Fund (RIDCW-Q) as of 9/22/2023 is ₹14.08 with the total AUM as of 9/24/2023 is ₹10408.113. With Scripbox you can compare and check the latest nav for all mutual funds in India. Nippon India Arbitrage Fund (RIDCW-Q) was launched on Oct 14, 2010. The category risk of the fund is Low Risk.
The minimum SIP amount for Nippon India Arbitrage Fund (RIDCW-Q) 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.
Nippon India Arbitrage Fund (RIDCW-Q) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage TR INR.
Nippon India Arbitrage Fund (RIDCW-Q) is rated as a 5 fund in Debt and delivered 6.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Nippon India Arbitrage Fund (RIDCW-Q).
Frequently Asked Questions
What is Nippon India Arbitrage Fund (RIDCW-Q)?
How to invest in Nippon India Arbitrage Fund (RIDCW-Q)?
You can invest in Nippon India Arbitrage Fund (RIDCW-Q) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Nippon India Arbitrage Fund (RIDCW-Q)?
The minimum sip amount for Nippon India Arbitrage Fund (RIDCW-Q) is ₹1000. You can invest in multiples of ₹5000.
Is Nippon India Arbitrage Fund (RIDCW-Q) good to invest in?
As per Scripbox experts, Nippon India Arbitrage Fund (RIDCW-Q) is a Top Ranked fund. You can investNippon India Arbitrage Fund (RIDCW-Q) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Nippon India Arbitrage Fund (RIDCW-Q)?
The expense ratio of the Nippon India Arbitrage Fund (RIDCW-Q) is 1.08% for regular plan.