Comprehensive analysis of Edelweiss Arbitrage Fund - Direct (IDCW-M) (34915) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Edelweiss Asset Mgt Ltd
The scheme is to generate income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
Low Risk
Low Expense Ratio
Balanced Mix
Seasoned Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Recent performance momentum
Fund management costs
Fund manager experience
Risk-adjusted returns
Market exposure level
Assets under management
Historical performance consistency
This fund has outperformed its benchmark by 0.29% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| Edelweiss Liquid Fund - Direct (G) | Mutual Fund Units | 6.85% |
| Reliance Industries Ltd | Refineries | 3.65% |
| Edelweiss Money Market Fund - Direct (G) | Mutual Fund Units | 2.70% |
| Bharti Airtel Ltd | Telecomm-Service | 1.86% |
| C C I | Debt Others | 1.75% |
| Vedanta Ltd | Mining & Mineral products | 1.62% |
| JSW Steel Ltd | Steel | 1.60% |
| Tata Consultancy Services Ltd | IT - Software | 1.34% |
| State Bank of India | Banks | 1.30% |
| IDFC First Bank Ltd | Banks | 1.28% |
Compare against Arbitrage Fund category average
This comparison shows how the fund performs relative to the Arbitrage Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Arbitrage Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Kotak Arbitrage Fund - Direct (G) | ₹40.51 | 3.56% | 7.40% | 7.80% |
| Kotak Arbitrage Fund (G) | ₹37.87 | 3.25% | 6.76% | 7.17% |
| UTI-Arbitrage Fund - Direct (G) | ₹37.72 | 3.60% | 7.34% | 7.60% |
| ICICI Pru Equity - Arbitrage Fund - Direct (G) | ₹37.21 | 3.59% | 7.31% | 7.61% |
| SBI Arbitrage Opportunities Fund - Direct (G) | ₹36.37 | 3.62% | 7.31% | 7.69% |
| Bandhan Arbitrage - Direct (G) | ₹35.51 | 3.53% | 7.32% | 7.67% |
| UTI-Arbitrage Fund (G) | ₹35.41 | 3.34% | 6.83% | 7.03% |
| JM Arbitrage Fund - Direct (G) | ₹35.15 | 3.24% | 6.84% | 7.23% |
| Invesco India Arbitrage Fund - Direct (G) | ₹34.92 | 3.57% | 7.36% | 7.84% |
| Invesco India Arbitrage Fund - Dir (Annual-B) | ₹34.91 | 3.57% | 7.36% | 7.84% |
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