2 Top Rated Arbitrage Fund SIP Offered Up To 15% Returns In 5 Year, Check Returns

In the cash and futures markets, arbitrage funds earn on low-risk buy-and-sell opportunities. Their amount of risk is equivalent to a pure debt fund. Here, we have highlighted these 2 arbitrage funds' details, return, and performance. These Funds have given promising returns in 5 years. Read to know more.

Edelweiss Arbitrage Fund - Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹16.46	₹ 6549.65 Cr	0.34%

NAV as on 28 February 2022

Edelweiss Arbitrage Fund Direct-Growth is an open-ended medium-sized fund of its category, launched on 27 June 2014. It is a hybrid Arbitrage mutual fund scheme from the house of Edelweiss Mutual Fund. The fund's expense ratio is close to its category average expense ratio. Currently, the fund has a -0.08% allocation to equity and 35.83% to Debt.

 Rating agency CRISIL has given this fund 5-stars. On risk meter, it possesses low risk. The minimum SIP amount to invest in this scheme is Rs 500.

The fund's equity portion is primarily invested in Financial, Services, Energy, Metals & Mining, Technology sectors. It has taken less exposure in the Financial, Services sectors compared to other funds in the category.

The Scheme's primary goal is to earn income by investing in arbitrage opportunities in the cash and derivative portions of the stock markets, as well as arbitrage possibilities within the derivative segment, with the remaining funds being invested in debt and money market instruments. 

Annualized and absolute returns

Tenure	Absolute Returns	Annualised Returns
1 Year	4.96%	4.94%
2 Year	9.57%	4.67%
3 Year	17.59%	5.55%
5 Year	33.87%	6.00%
Since Inception	64.58%	6.70%

SIP returns

Tenure	Absolute Returns	Annualised Returns
1 Year	2.65%	4.90%
2 Year	4.94%	4.69%
3 Year	7.91%	4.99%
5 Year	15.13%	5.56%

Nippon India Arbitrage Fund - Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹22.80	₹ 11756.6 Cr	0.34%

NAV as on 28 February 2022

Nippon India Arbitrage Fund Direct Plan-Growth is a hybrid fund from the Nippon India Mutual Fund, and it was launched on 01 January 2013. It is an open-ended and medium-sized fund of its category. The fund's expense ratio is close to its category average expense ratio. Currently, the fund has a 0.02% allocation to equity and 24.92% to Debt. 
It is rated 5-star by the rating agency CRISIL, and on the risk meter, it is rated a low-risk mutual fund. The minimum investment and SIP amount of the fund are Rs 5,000 and Rs 100, respectively. There is no lock-in period for this fund. 

 
The equity part of the fund is predominantly invested in the Financial, Services, Metals & Mining, Energy, and Technology industries. In comparison to other funds in the category, it has less exposure to the Financial and Services industries.
The fund's ima to generate income through exploiting arbitrage possibilities in the cash and derivative markets, as well as within the derivative segment, as well as investments in debt securities and money market instruments.

Annualized and absolute returns

Tenure	Absolute Returns	Annualised Returns
1 Year	4.90%	4.87%
2 Year	9.24%	4.51%
3 Year	17.19%	5.43%
5 Year	33.99%	6.02%
Since Inception	87.57%	7.11%

SIP returns

Period Invested for	Absolute Returns	Annualised Returns
1 Year	2.59%	4.79%
2 Year	4.87%	4.63%
3 Year	7.73%	4.88%
5 Year	15.00%	5.52%

 

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.