Home› Funds› Capitalmind Arbitrage Fund-Direct-IDCW

Capitalmind Arbitrage Fund-Direct-IDCW

Capitalmind Arbitrage · Arbitrage
Low
₹10.37
Current NAV
28 Oct 2026
7.0%
1Y Return
5.0%
3Y CAGR
5.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • 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
0.50
Sharpe Ratio
0.40
Beta
-1.00
Alpha
0.55
Sortino
Fund Details
Fund House Capitalmind Arbitrage
Category Arbitrage
AUM ₹2050 Cr
Expense Ratio 0.40%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Arbitrage
JioBlackRock Arbitrage Fund - Direct Plan - Growth Option
JioBlackRock Arbitrage
₹10.61 7.8%
JM Arbitrage Fund (Direct) - Half Yearly Bonus Option - Principal Units
JM Arbitrage
₹33.87 7.7%
JM Arbitrage Fund (Direct) - Quarterly Bonus Option - Principal Units
JM Arbitrage
₹33.88 7.7%
Sundaram Income Plus Arbitrage Active FoF Fund-Regular-IDCW Payout
Sundaram
₹10.42 7.6%