Edelweiss Arbitrage Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 7.63 | 5.55 | 5.34 | 5.79 |
Average Rolling Returns(%) | 6.30 | 5.74 | 5.72 | 5.94 |
The Current NAV of Edelweiss Arbitrage Fund - Regular Plan - Growth is ₹17.89.
It is better to invest in a fund with a longer track record as Edelweiss Arbitrage Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty 50 Arbitrage returns, as Funds portfolio is significantly different.
Edelweiss Arbitrage Fund - Regular Plan - Growth fund’s expense ratio is 1.02%
The process for redemption is
The AUM of Edelweiss Arbitrage Fund - Regular Plan - Growth is currently ₹9,167 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 25% of fund’s portfolio respectively.
Top three sectors of Edelweiss Arbitrage Fund - Regular Plan - Growth fund are Others, BFSI and Metals & Mining accounting for 55% 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 - Regular Plan - Growth Fund is Hybrid - Arbitrage Fund.
Bhavesh Jain and Bhavin Patadia manage the Edelweiss Arbitrage Fund - Regular Plan - Growth Fund.
Edelweiss Arbitrage Fund - Regular Plan - Growth current PE ratio is 32.29 and PB ratio is 5.06
The asset allocation of Edelweiss Arbitrage Fund - Regular Plan - Growth is Stocks : 76.24%, Debt : 17.66% and Gold : 6.05%
The minimum SIP amount for Edelweiss Arbitrage Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for Edelweiss Arbitrage Fund - Regular Plan - Growth is 0.10% on or before 30 days, Nil after 30 days