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Aditya Birla Sun Life Arbitrage Fund-DIRECT - IDCW

Aditya Birla Sun Life · Arbitrage
Low
₹11.45
Current NAV
23 Oct 2026
-0.9%
1Y Return
0.1%
3Y CAGR
0.4%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.42%.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.52
Sharpe Ratio
0.42
Beta
-2.98
Alpha
0.58
Sortino
Fund Details
Fund House Aditya Birla Sun Life
Category Arbitrage
AUM ₹7570 Cr
Expense Ratio 0.42%
Min SIP ₹500
Min Lumpsum ₹1000
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