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Edelweiss Arbitrage Fund - Monthly Direct Plan - IDCW Option

Edelweiss · Arbitrage
Low
₹18.20
Current NAV
25 Jun 2026
7.6%
1Y Return
7.1%
3Y CAGR
6.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.86%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.96).
  • 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
0.96
Sharpe Ratio
0.56
Beta
5.96
Alpha
1.21
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Fund Details
Fund House Edelweiss
Category Arbitrage
AUM ₹7010 Cr
Expense Ratio 0.86%
Min SIP ₹500
Min Lumpsum ₹1000
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