Hybrid Arbitrage Fund Low Risk
To generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Future).
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Arbitrage Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 0.4% | 1.32% | 2.97% | 4.31% | 5.78% | 6.53% | 6.87% | 6.44% | 5.89% | 5.72% | 6.29% |
| Category returns | 0.37% | 1.32% | 2.94% | 4.28% | 5.67% | 6.38% | 6.71% | 6.3% | 5.73% | 5.58% | N/A |
| Absolute returns | 0.2% | 1.07% | 2.66% | 4.06% | 5.68% | 13.21% | 21.69% | 28.33% | 33.12% | 74.41% | 178.9% |
| Rank within category | 10 | 21 | 17 | 17 | 15 | 9 | 8 | 8 | 9 | 8 | N/A |
| Total Schemes in Category | 38 | 36 | 34 | 32 | 32 | 27 | 25 | 24 | 24 | 15 | N/A |
| Arbitrage Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 6.5% | 5.61% | 6.02% | 6.17% | 4.12% | 3.84% | 4.07% | 7.13% | 7.52% | 6.43% | 2.07% |
| Q1 returns | 1.52% | 1.32% | 1.56% | 1.38% | 1.56% | 0.92% | 0.85% | 1.66% | 2.06% | 1.79% | 1.47% |
| Q2 returns | 1.48% | 1.37% | 1.43% | 1.8% | 1.2% | 1.26% | 0.99% | 1.76% | 1.87% | 1.66% | 0.58% |
| Q3 Returns | 1.77% | 1.51% | 1.48% | 1.55% | 0.5% | 0.81% | 0.82% | 1.92% | 1.63% | 1.24% | N/A |
| Q4 Returns | 1.58% | 1.3% | 1.42% | 1.3% | 0.79% | 0.79% | 1.35% | 1.61% | 1.77% | 1.59% | N/A |
Expense ratio: 0.88%
Inclusive of GST
Exit load
0.25% on or before 15D, Nil after 15D
| Alpha | 0.02141 |
| Beta | 0.3327 |
| Sharpe Ratio | 0.112991 |
| Sortino Ratio | 0.0623529 |
| R-Squared | 0.1797 |
| Tracking Error | 0.162 |
| Downside Risk | 0.0978 |
| Std. Deviation (Annualised) | 0.4516 |
| Arbitrage Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Arbitrage Fund - Growth | 0.39% | 1.38% | 3.03% | 4.4% | 5.85% | 7.06% | 6.14% | 5.91% | 6.87% | 67,116.50 | 0.97 | 0.28 | Low |
| UTI Arbitrage Fund - Regular Plan - Growth | 0.4% | 1.34% | 3.02% | 4.4% | 5.89% | 7% | 5.98% | 5.8% | 6.78% | 10,499.50 | 0.78 | 0.25 | Low |
| SBI Arbitrage Opportunities Fund - Regular Plan - Growth | 0.36% | 1.34% | 3.01% | 4.37% | 5.95% | 6.99% | 6.15% | 5.74% | 6.71% | 41,059.20 | 0.90 | 0.26 | Low |
| Invesco India Arbitrage Fund - Regular Plan - Growth | 0.41% | 1.3% | 3.02% | 4.43% | 5.9% | 6.96% | 6.15% | 5.79% | 6.56% | 26,370.10 | 1.06 | 0.23 | Low |
| HDFC Arbitrage Fund - Wholesale Plan - Growth | 0.41% | 1.35% | 3.03% | 4.39% | 5.84% | 6.92% | 5.93% | 5.62% | 6.5% | 23,776.90 | 0.92 | 0.21 | Low |
| ICICI Prudential Equity - Arbitrage - Growth | 0.38% | 1.33% | 3.02% | 4.38% | 5.84% | 6.92% | 5.97% | 5.77% | 6.84% | 31,341.60 | 0.88 | 0.20 | Low |
| Edelweiss Arbitrage Fund - Regular Plan - Growth | 0.39% | 1.33% | 2.95% | 4.3% | 5.74% | 6.9% | 5.99% | 5.83% | 6.16% | 14,413.90 | 1.05 | 0.19 | Low |
| Aditya Birla Sun Life Arbitrage Fund - Growth Current | 0.4% | 1.32% | 2.97% | 4.31% | 5.78% | 6.87% | 5.89% | 5.72% | 6.29% | 25,064.60 | 1.03 | 0.17 | Low |
| Tata Arbitrage Fund - Regular Plan - Growth | 0.39% | 1.34% | 3.02% | 4.35% | 5.84% | 6.85% | 5.86% | 0% | 5.71% | 20,686.40 | 1.09 | 0.16 | Low |
| ITI Arbitrage Fund - Regular Plan - Growth | 0.25% | 1.35% | 2.99% | 4.41% | 5.92% | 6.83% | 5.22% | 0% | 4.73% | 72.91 | 0.93 | 0.14 | Low |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
Domestic Equities | 67.35% |
| Corporate Debt | 0.39% | |
| Preference Shares | 0.00% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| Banks | 16.78% | |
| Petroleum Products | 4.65% | |
| Telecom - Services | 4.60% | |
| Ferrous Metals | 3.39% | |
| Capital Markets | 1.91% | |
| Automobiles | 3.20% | |
| Diversified FMCG | 1.24% | |
| Retailing | 1.38% | |
| Aerospace & Defense | 1.41% | |
| Power | 2.28% | |
| Minerals & Mining | 0.86% | |
| Construction | 1.05% | |
| Cement & Cement Products | 1.23% | |
| Finance | 4.71% | |
| Non - Ferrous Metals | 1.53% | |
| Pharmaceuticals & Biotechnology | 2.62% | |
| Consumer Durables | 1.47% | |
| Electrical Equipment | 1.17% | |
| Metals & Minerals Trading | 0.57% | |
| Healthcare Services | 0.94% | |
| Food Products | 0.83% | |
| Oil | 0.56% | |
| Beverages | 0.68% | |
| Industrial Products | 0.79% | |
| Agricultural Food & other Products | 0.84% | |
| Transport Infrastructure | 0.77% | |
| Others | 0.39% | |
| Financial Technology (Fintech) | 0.63% | |
| Realty | 1.12% | |
| Fertilizers & Agrochemicals | 0.28% | |
| IT - Software | 0.57% | |
| Auto Components | 0.92% | |
| Gas | 0.27% | |
| Industrial Manufacturing | 0.23% | |
| Insurance | 0.76% | |
| Chemicals & Petrochemicals | 0.38% | |
| Transport Services | 0.35% | |
| Diversified Metals | 0.13% | |
| Personal Products | 0.11% | |
| Leisure Services | 0.07% | |
| Consumable Fuels | 0.02% | |
| Agricultural Commercial & Construction Vehicles | 0.02% | |
| Textiles & Apparels | 0.01% | |
| Cigarettes & Tobacco Products | 0.01% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| HDFC Bank Ltd. | Banks | Domestic Equities | 5.68% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 4.08% |
| ICICI Bank Ltd. | Banks | Domestic Equities | 2.78% |
| Axis Bank Ltd. | Banks | Domestic Equities | 2.33% |
| Vodafone Idea Ltd. | Telecom - Services | Domestic Equities | 1.79% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.79% |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 1.52% |
| Steel Authority Of India Ltd. | Ferrous Metals | Domestic Equities | 1.33% |
| Indus Towers Ltd. | Telecom - Services | Domestic Equities | 1.28% |
| JSW Steel Ltd. | Ferrous Metals | Domestic Equities | 1.24% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 1.23% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.14% |
| ITC Ltd. | Diversified FMCG | Domestic Equities | 1.07% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 1.06% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.04% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 1.00% |
| NTPC Ltd. | Power | Domestic Equities | 0.92% |
| NMDC Ltd. | Minerals & Mining | Domestic Equities | 0.86% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 0.86% |
| Grasim Industries Ltd. | Cement & Cement Products | Domestic Equities | 0.81% |
| JIO Financial Services Ltd. | Finance | Domestic Equities | 0.79% |
| Hindustan Zinc Ltd. | Non - Ferrous Metals | Domestic Equities | 0.78% |
| Aurobindo Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.74% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.73% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.69% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 0.67% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.62% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Domestic Equities | 0.57% |
| Shriram Finance Ltd. | Finance | Domestic Equities | 0.56% |
| State Bank Of India | Banks | Domestic Equities | 0.56% |
| Apollo Hospitals Enterprise Ltd. | Healthcare Services | Domestic Equities | 0.54% |
| Britannia Industries Ltd. | Food Products | Domestic Equities | 0.54% |
| Oil & Natural Gas Corporation Ltd. | Oil | Domestic Equities | 0.52% |
| United Spirits Ltd. | Beverages | Domestic Equities | 0.51% |
| APL Apollo Tubes Ltd. | Industrial Products | Domestic Equities | 0.48% |
| Glenmark Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.48% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.47% |
| Patanjali Foods Ltd. | Agricultural Food & other Products | Domestic Equities | 0.46% |
| Bandhan Bank Ltd. | Banks | Domestic Equities | 0.45% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 0.45% |
| Yes Bank Ltd. | Banks | Domestic Equities | 0.45% |
| TVS Motor Company Ltd. | Automobiles | Domestic Equities | 0.43% |
| Adani Ports and Special Economic Zone Ltd. | Transport Infrastructure | Domestic Equities | 0.43% |
| RBL Bank Ltd. | Banks | Domestic Equities | 0.42% |
| Hindustan Aeronautics Ltd. | Aerospace & Defense | Domestic Equities | 0.42% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.41% |
| Sammaan Capital Ltd. | Finance | Domestic Equities | 0.39% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.39% |
| 8.52% Muthoot Finance Limited (07/04/2028) ** | Corporate Debt | 0.39% | |
| Aditya Birla Capital Ltd. | Finance | Domestic Equities | 0.39% |
| AU Small Finance Bank Ltd. | Banks | Domestic Equities | 0.38% |
| BSE Ltd. | Capital Markets | Domestic Equities | 0.37% |
| One97 Communications Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.35% |
| DLF Ltd. | Realty | Domestic Equities | 0.34% |
| GMR Airports Ltd. | Transport Infrastructure | Domestic Equities | 0.34% |
| National Aluminium Company Ltd. | Non - Ferrous Metals | Domestic Equities | 0.34% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Durables | Domestic Equities | 0.32% |
| Marico Ltd. | Agricultural Food & other Products | Domestic Equities | 0.32% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.32% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.31% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.31% |
| LIC Housing Finance Ltd. | Finance | Domestic Equities | 0.31% |
| Bank Of Baroda | Banks | Domestic Equities | 0.30% |
| Nestle India Ltd. | Food Products | Domestic Equities | 0.29% |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.29% |
| Canara Bank | Banks | Domestic Equities | 0.29% |
| UPL Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.28% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.28% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.28% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.28% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.27% |
| Lodha Developers Ltd. | Realty | Domestic Equities | 0.26% |
| GAIL (India) Ltd. | Gas | Domestic Equities | 0.25% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 0.25% |
| JSW Energy Ltd. | Power | Domestic Equities | 0.25% |
| Punjab National Bank | Banks | Domestic Equities | 0.25% |
| Tata Power Company Ltd. | Power | Domestic Equities | 0.24% |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.24% |
| REC Ltd. | Finance | Domestic Equities | 0.24% |
| Bharat Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.24% |
| Exide Industries Ltd. | Auto Components | Domestic Equities | 0.23% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 0.23% |
| Mazagon Dock Shipbuilders Ltd. | Industrial Manufacturing | Domestic Equities | 0.22% |
| Manappuram Finance Ltd. | Finance | Domestic Equities | 0.22% |
| Ambuja Cements Ltd. | Cement & Cement Products | Domestic Equities | 0.21% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.21% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.21% |
| Bank Of India | Banks | Domestic Equities | 0.21% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.21% |
| Adani Power Ltd. | Power | Domestic Equities | 0.21% |
| Indian Oil Corporation Ltd. | Petroleum Products | Domestic Equities | 0.19% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.19% |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.19% |
| NBCC (India) Ltd. | Construction | Domestic Equities | 0.19% |
| HDFC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.19% |
| Adani Green Energy Ltd. | Power | Domestic Equities | 0.19% |
| Adani Energy Solutions Ltd. | Power | Domestic Equities | 0.19% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.18% |
| HDFC Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.18% |
| Hindustan Unilever Ltd. | Diversified FMCG | Domestic Equities | 0.17% |
| Kalyan Jewellers India Ltd. | Consumer Durables | Domestic Equities | 0.17% |
| Varun Beverages Ltd. | Beverages | Domestic Equities | 0.17% |
| Delhivery Ltd. | Transport Services | Domestic Equities | 0.17% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 0.16% |
| Interglobe Aviation Ltd. | Transport Services | Domestic Equities | 0.16% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.16% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.16% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 0.15% |
| Waaree Energies Ltd. | Electrical Equipment | Domestic Equities | 0.14% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.13% |
| Vedanta Ltd. | Diversified Metals | Domestic Equities | 0.13% |
| Laurus Labs Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.13% |
| SRF Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.13% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Domestic Equities | 0.12% |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.12% |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.12% |
| Samvardhana Motherson International Ltd. | Auto Components | Domestic Equities | 0.11% |
| Trent Ltd. | Retailing | Domestic Equities | 0.11% |
| Prestige Estates Projects Ltd. | Realty | Domestic Equities | 0.11% |
| Union Bank Of India | Banks | Domestic Equities | 0.11% |
| Bosch Ltd. | Auto Components | Domestic Equities | 0.10% |
| IDFC First Bank Ltd. | Banks | Domestic Equities | 0.10% |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 0.10% |
| UNO Minda Ltd. | Auto Components | Domestic Equities | 0.10% |
| Lupin Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.10% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.10% |
| Power Finance Corporation Ltd. | Finance | Domestic Equities | 0.09% |
| Inox Wind Ltd. | Electrical Equipment | Domestic Equities | 0.09% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.09% |
| SBI Cards And Payment Services Ltd. | Finance | Domestic Equities | 0.09% |
| Jindal Steel Ltd. | Ferrous Metals | Domestic Equities | 0.09% |
| Mphasis Ltd. | IT - Software | Domestic Equities | 0.09% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.08% |
| Polycab India Ltd. | Industrial Products | Domestic Equities | 0.08% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.08% |
| Godrej Consumer Products Ltd. | Personal Products | Domestic Equities | 0.08% |
| The Indian Hotels Company Ltd. | Leisure Services | Domestic Equities | 0.07% |
| Bajaj Holdings & Investment Ltd. | Finance | Domestic Equities | 0.07% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.06% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 0.06% |
| Tata Consumer Products Ltd. | Agricultural Food & other Products | Domestic Equities | 0.06% |
| Bharat Forge Ltd. | Auto Components | Domestic Equities | 0.05% |
| Indian Bank | Banks | Domestic Equities | 0.05% |
| Suzlon Energy Ltd. | Electrical Equipment | Domestic Equities | 0.05% |
| Indian Energy Exchange Ltd. | Capital Markets | Domestic Equities | 0.05% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.05% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 0.05% |
| Havells India Ltd. | Consumer Durables | Domestic Equities | 0.04% |
| Motilal Oswal Financial Services Ltd. | Capital Markets | Domestic Equities | 0.04% |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 0.04% |
| Dabur India Ltd. | Personal Products | Domestic Equities | 0.04% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.04% |
| Oil India Ltd. | Oil | Domestic Equities | 0.04% |
| Avenue Supermarts Ltd. | Retailing | Domestic Equities | 0.04% |
| Hitachi Energy India Ltd. | Electrical Equipment | Domestic Equities | 0.04% |
| KPIT Technologies Ltd. | IT - Software | Domestic Equities | 0.03% |
| Zydus Lifesciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.03% |
| Dalmia Bharat Ltd. | Cement & Cement Products | Domestic Equities | 0.02% |
| Container Corporation Of India Ltd. | Transport Services | Domestic Equities | 0.02% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 0.02% |
| Coal India Ltd. | Consumable Fuels | Domestic Equities | 0.02% |
| Ashok Leyland Ltd. | Agricultural Commercial & Construction Vehicles | Domestic Equities | 0.02% |
| Petronet LNG Ltd. | Gas | Domestic Equities | 0.02% |
| Tata Motors Passenger Vehicles Ltd. | Automobiles | Domestic Equities | 0.01% |
| PG Electroplast Ltd. | Consumer Durables | Domestic Equities | 0.01% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.01% |
| Alkem Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.01% |
| Dixon Technologies (India) Ltd. | Consumer Durables | Domestic Equities | 0.01% |
| Oberoi Realty Ltd. | Realty | Domestic Equities | 0.01% |
| Godfrey Phillips India Ltd. | Cigarettes & Tobacco Products | Domestic Equities | 0.01% |
| Cochin Shipyard Ltd. | Industrial Manufacturing | Domestic Equities | 0.00% |
| NHPC Ltd. | Power | Domestic Equities | 0.00% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.00% |
| TVS Motor Company Limited (Preference Share) ** | Automobiles | Preference Shares | 0.00% |
| ABB India Ltd. | Electrical Equipment | Domestic Equities | 0.00% |
| Indian Renewable Energy Development Agency Ltd. | Finance | Domestic Equities | 0.00% |
| Angel One Ltd. | Capital Markets | Domestic Equities | 0.00% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.00% |
| Swiggy Ltd. | Retailing | Domestic Equities | 0.00% |
| Total | 67.75% |
Lovelish Solanki has an overall experience of over 7 years in Trading and Dealing. Prior to joining Birla Sun Life AMC, he was Equity /Equity Derivatives - Trader at Union KBC Asset Management Co Limited since February 2011. Before that he worked at Edleweiss Asset Management Co. Ltd since January 2008.
He has around 10 years of experience of which 7 years are in financial markets. He joined Birla Sun Life Asset Management Co. Ltd in October 2015. Prior to joining Birla Sun Life Asset Management Co. Ltd, he ran his own healthcare- tech business (June 2012 - May 2015). He has also worked as an Interest Rates Trader in Standard Chartered Bank (May 2007 - June 2011) and ICICI Bank Ltd (June 2006 - April 2007). He started his career in theEquity Research in Irevna Ltd (June 2005 - June 2006).
Ms. Krina Mehta has over 3 years of experience in dealing activity. Prior to joining Aditya Birla Sun Life AMC Ltd., she was a part of OHM Stock Broker Private Limited where she handled the Institutional Derivative desk, as an associate sales trader and also, looked after the alternative research side.
RETURNS
It is an Open ended scheme that primarily invests in Arbitrage Fund.
To generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Future).
The scheme benchmark is the Nifty 50 Arbitrage - TRI
It is classified as Low Risk, suitable for investors with a Low risk appetite.
Returns Delivered by the funds are as follows:
1-year: 5.68%
3-year: 6.76%
5-year: 5.89%
Top holdings include names such as:
The NAV is around ₹27.89 (approx.) for the Aditya Birla Sun Life Arbitrage Fund - Growth.
The fund’s AUM is approximately ₹25,679 Cr.
The expense ratio for the Regular Plan is 0.88.
0.25% on or before 15D, Nil after 15D.
Minimum SIP starts at ₹1000.
The minimum lump sum investment is ₹1000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Lovelish Solanki, Mohit Sharma, Krina Mehta
This fund is suitable for investors with a Low risk tolerance.
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