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Edelweiss Arbitrage Fund - Direct Plan - IDCW Option

Edelweiss · Arbitrage
Low
₹15.84
Current NAV
25 Jun 2026
4.8%
1Y Return
5.8%
3Y CAGR
6.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.33%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.33).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.33).
  • Very large asset base (AUM: ₹23,880 Cr) indicating high investor trust and liquidity.
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
1.33
Sharpe Ratio
1.53
Beta
3.33
Alpha
1.77
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Fund Details
Fund House Edelweiss
Category Arbitrage
AUM ₹23880 Cr
Expense Ratio 0.33%
Min SIP ₹500
Min Lumpsum ₹1000
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