Aditya Birla Sun Life Arbitrage Fund Direct Plan Growth - Latest NAV ₹21.6598, Returns, Performance & Portfolio

Aditya Birla Sun Life Arbitrage Fund Direct Plan Growth

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    6.24%
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    (--0.01)21.6598

Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 4.78 Lakhs in a period of 20 years

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years6.24%
3 Years5.81%
1 Year3.83%
6 Months1.95%
Fund Details
ISININF209K01VP1
RiskModerately Low risk
Fund TypeArbitrage Fund
NAV21.6598
Exit Load0.25% for 30 Days

More about this fundstar

Top HoldingsWeightage
Aditya BSL Liquid Dir Gr10.03%
ICICI Bank Ltd Ordinary Shares5.08%
Aditya BSL Low Duration Dir Gr4.98%
Bharti Airtel Ltd3.78%
Aditya BSL Money Mgr Dir Gr3.73%
Housing Development Finance Corp Ltd Ordinary Shares3.26%
Adani Ports & Special Economic Zone Ltd Ordinary Shares3.2%
Axis Bank Ltd3.09%
Sun Pharmaceuticals Industries Ltd Ordinary Shares2.91%
Reliance Industries Ltd Ordinary Shares2.23%

About Aditya Birla Sun Life Arbitrage Fund - Direct Plan - Growth

The main intention of Aditya Birla Sun Life Arbitrage Fund is to take advantage of the leveraging opportunities of the price differential of assets across both cash and derivates market that deliver low returns and less affected by market volatility.

Pros and Cons of Aditya Birla Sun Life Arbitrage Fund - Direct Plan - Growth

Investing in this fund is suitable if you are looking to gain exposure to a diversified portfolio that invests across both fixed income and equity-linked securities. The asset allocation of this portfolio enables the investors to strike a balance between risk and returns. On the flip side, the returns may not be as high as that of a regular equity fund.

Fund Information and Statistics

i) Inception/Launch Date

Aditya Birla Sun Life Arbitrage Fund - Direct Plan - Growth was launched on 1 January 2013.

ii) Risk Level

Aditya Birla Sun Life Arbitrage Fund is categorised under the class of mutual funds that possess ‘moderate risk’ by Aditya Birla Sun Life Mutual Fund. It is not as risky as a regular equity fund while it is riskier than overnight funds

iii) Redemption

Since Aditya Birla Sun Life Arbitrage Fund - Direct Plan - Growth is open-ended, you can redeem your investment any time. However, you have to be mindful of the exit load charges and tax on capital gains.

iv) Fund Manager

Mr Lovelish Solanki is the current fund manager of Aditya Birla Sun Life Arbitrage Fund - Direct Plan - Growth.

v) Entry/Exit Load

There is no entry load as per the norms of the Indian market regulator. An exit load of 0.25% is payable on redeeming your investments within a period of 30 days from the date of allotment. After 30 days, no exit load applies.

About Aditya Birla Sun Life Mutual Fund

Aditya Birla Sun Life Mutual Fund, with overall assets of worth nearly 2.14 lakh crore under its management, is now a leading fund house in India. The asset management company was incorporated as a result of the joint venture between Aditya Birla Capital Limited and Sun Life AMC (India) Inc. It registered with the Indian market watchdog back in the year 1994 with Aditya Birla Sun Life Trustee Private Limited as the trustee.

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Frequently Asked Questions

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Min amount: ₹1,000

Calculate Returns

Rs. 1,000 invested monthly becomes Rs. 4.78 Lakhs in a period of 20 years
Moderately Low risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns