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Edelweiss Arbitrage Fund- Direct Plan- Growth Option

Edelweiss · Arbitrage
Low
₹22.15
Current NAV
25 Jun 2026
7.4%
1Y Return
6.4%
3Y CAGR
6.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.79%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.89).
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • 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
0.89
Sharpe Ratio
1.09
Beta
2.89
Alpha
1.06
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Fund Details
Fund House Edelweiss
Category Arbitrage
AUM ₹9440 Cr
Expense Ratio 0.79%
Min SIP ₹500
Min Lumpsum ₹1000
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