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BANDHAN Arbitrage Fund - Plan B - Growth

Bandhan · Arbitrage
Low
₹21.25
Current NAV
17 Feb 2017
7.6%
1Y Return
6.1%
3Y CAGR
5.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹24,160 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (2.21%) which can affect compounding over long horizons.
  • 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
1.11
Sharpe Ratio
1.01
Beta
1.61
Alpha
1.23
Sortino
Fund Details
Fund House Bandhan
Category Arbitrage
AUM ₹24160 Cr
Expense Ratio 2.21%
Min SIP ₹500
Min Lumpsum ₹1000
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