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Indiabulls Arbitrage Fund - Direct Plan

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.

Fund Info

Scheme Class	Hybrid
Scheme Category	Arbitrage Fund
Expense Ratio	0.44%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 4
AMC AUM (in Crs.)	₹ 4,808
Min Addition Subscription	₹ 500

Benchmark Type

Exit Load

Exit load of 0.25%, if redeemed between (0-1) months. No Exit load, if redeemed after 1 months.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Indiabulls Arbitrage Fund - Direct Plan	0	0	3.85%
Axis Arbitrage Fund - Direct Plan	1000	1000	5.48%
HSBC Arbitrage Fund - Direct Plan	1000	1000	5.32%
ICICI Prudential Equity Arbitrage Fund - Direct Plan	1000	1000	5.4%
Kotak Equity Arbitrage Fund - Direct Plan	0	0	5.63%

Top 10 Holdings

Company	Holding Type	Asset(%)
Net Receivable/Payable	Cash - Collateral	92
Future on Tata Motors Ltd	Equity - Future	11
Tata Motors Ltd	Equity	11
Future on Oberoi Realty Ltd	Equity - Future	10
Oberoi Realty Ltd	Equity	10
Future on Axis Bank Ltd	Equity - Future	9
Axis Bank Ltd	Equity	9
Can Fin Homes Limited 27/04/2023	Equity - Future	9
Can Fin Homes Ltd Shs Dematerialised	Equity	9
Future on Housing Development Finance Corp Ltd	Equity - Future	8

Asset Allocation(%)

Asset	Percent
Cash - Collateral	92
Equity - Future	68
Equity	67
Cash - Repurchase Agreement	7
Cash	1

Sector Allocation(%)

Sector	Percent
Cash - Collateral	92
Equity - Future	68
Financial Services	31
Consumer Cyclical	11
Real Estate	10

Fund Manager

Sumit Bhatnagar

1+ years of experience

Karan Singh

2+ years of experience

Indiabulls Mutual Fund

AUM₹4,808 Cr

About

Indiabulls Mutual Fund believes in creating value for customers by striking a balance between liquidity, good returns and keeping investor funds safe and transparent.##The fund house was established on March 24th, 2011 . Indiabulls Trustee Company Ltd. acts as the trustee company to the asset management company.##The mutual fund offers various schemes in different categories and aims to follow a risk- reward paradigm. With a wide array of mutual across various market categorization, it has targeted investors of different needs and financial goals. Indiabulls Mutual Fund believes in four core values, which are, customer comes first, transparency, integrity and professionalism.##It is located in 110 towns and has 220 established branches across the country.

customercare@indiabullsmf.com

Phone

1800 2666 002

Address

Indiabulls Asset Management Company Ltd.,11th Floor,Tower-1, Indiabulls Finance Centre,,Elphinstone Mills Compound, Senapati Bapat Marg,,Elphinstone (West), Mumbai - 400 013

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m