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  • Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M)

Formerly Principal Arbitrage Fund Reg Mn DP

Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M)

Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M)

HybridArbitrage

10.308

NAV (Aug 03)

1.9%
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

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

Relative Size

8 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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Scheme Information

Investment Objective

The investment objective of the Scheme is to generate capital appreciation and 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. 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

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Low Risk

Expense Ratio
0.86 %
Launched (5y ago)
Apr 21, 2016
AUM in Crores
₹ 8
ISIN
INF173K01MY0
Lock-in
No Lock-in
Benchmark
NIFTY 50 Arbitrage TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
user-avatar

Rajat Jain

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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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
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
  • One click investing  tracking
    One click investing tracking
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

HDFC Hybrid Debt Fund (G)

HDFC Hybrid Debt Fund (G)

Conservative Hybrid

18 Years

Age

5

Track Record

HDFC Multi Asset fund (G)

HDFC Multi Asset fund (G)

Multi Asset Allocation

16 Years

Age

5

Track Record

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About the AMC

Principal Asset Management Private Limited

Principal Asset Management Private Limited manages assets worth 8,542 crores and was set up on 20 November 1994. It's current offering of mutual fund schemes includes 30 equity,31 debt and 16 hybrid funds.

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  • tel-amc-about
    022-67720555
  • mail-amc-about
    customer@principalindia.com
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    Principal Cash Management Fund Transfer of Income Dis cum Cap Wdrl plan (D-D)

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    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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    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 Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M)

    About Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M)

    Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M) is a arbitrage hybrid fund and has delivered an annualised return of 2.2% over a period of 5 years .The fund was previously known as Principal Arbitrage Fund Reg Mn DP.The fund is managed by Principal Asset Management Private Limited.The fund manager’s name is Rajat Jain.

    Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M) Investment Objective

    The investment objective of the Scheme is to generate capital appreciation and 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. 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.

    Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M) NAV,AUM,Risk

    The Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M) fund was launched on Apr 21, 2016. The NAV (Net Asset Value) of this arbitrage hybrid as of 2021-08-03 is ₹ 10.308. The total AUM (Asset Under Management) of the fund as of 2021-08-04 is ₹ 7.205. The category risk of the Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M) fund is Low Risk. The fund charges 0.86 % as expense ratio.

    Principal Arbitrage Fund of Income Distribution cum capital 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 91 dtb 22072021,future on icici bank ltd and icici bank ltd

    Principal Arbitrage Fund of Income Distribution cum capital 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.

    Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M) 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

    Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M) Review

    Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M) has a score of 2 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Principal Arbitrage Fund of Income Distribution cum capital Wdrl (PIDCW-M) has a score of 1 out of 5. Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.

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