Edelweiss Arbitrage Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.77 | 5.65 | 5.33 | 5.81 |
Average Rolling Returns(%) | 6.32 | 5.74 | 5.72 | 5.93 |
The Current NAV of Edelweiss Arbitrage Fund - Growth - Direct Plan is ₹19.14.
It is better to invest in a fund with a longer track record as Edelweiss Arbitrage Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.
Edelweiss Arbitrage Fund - Growth - Direct Plan fund’s expense ratio is 0.37%
The process for redemption is
The AUM of Edelweiss Arbitrage Fund - Growth - Direct Plan is currently ₹10,243 Crores.
The Top three stocks are HDFC Bank, Reliance Industries and Adani Enterprises and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 27% of fund’s portfolio respectively.
Top three sectors of Edelweiss Arbitrage Fund - Growth - Direct Plan fund are BFSI, Others and Metals & Mining accounting for 58% of the total portfolio.
Since this is a Hybrid - Arbitrage Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Edelweiss Arbitrage Fund - Growth - Direct Plan Fund is Hybrid - Arbitrage Fund.
Bhavesh Jain and Bhavin Patadia manage the Edelweiss Arbitrage Fund - Growth - Direct Plan Fund.
Edelweiss Arbitrage Fund - Growth - Direct Plan current PE ratio is 33.35 and PB ratio is 5.10
The asset allocation of Edelweiss Arbitrage Fund - Growth - Direct Plan is Stocks : 77.82%, Debt : 15.78% and Gold : 6.43%
The minimum SIP amount for Edelweiss Arbitrage Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Arbitrage Fund - Growth - Direct Plan is 0.10% on or before 30 days, Nil after 30 days