Aditya Birla Sun Life Arbitrage Fund Direct Plan Growth
- 6.24%
- (--0.01)21.6598
Min amount: ₹1,000
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Fund Summary
| Period | Returns(per year) |
|---|---|
| 10 Years | -- |
| 5 Years | 6.24% |
| 3 Years | 5.81% |
| 1 Year | 3.83% |
| 6 Months | 1.95% |
| Fund Details | |
|---|---|
| ISIN | INF209K01VP1 |
| Risk | Moderately Low risk |
| Fund Type | Arbitrage Fund |
| NAV | 21.6598 |
| Exit Load | 0.25% for 30 Days |
More about this fund
| Top Holdings | Weightage |
|---|---|
| Aditya BSL Liquid Dir Gr | 10.03% |
| ICICI Bank Ltd Ordinary Shares | 5.08% |
| Aditya BSL Low Duration Dir Gr | 4.98% |
| Bharti Airtel Ltd | 3.78% |
| Aditya BSL Money Mgr Dir Gr | 3.73% |
| Housing Development Finance Corp Ltd Ordinary Shares | 3.26% |
| Adani Ports & Special Economic Zone Ltd Ordinary Shares | 3.2% |
| Axis Bank Ltd | 3.09% |
| Sun Pharmaceuticals Industries Ltd Ordinary Shares | 2.91% |
| Reliance Industries Ltd Ordinary Shares | 2.23% |
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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Min amount: ₹1,000
Calculate Returns
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