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Edelweiss Arbitrage Fund- Regular Plan -Bonus Option

Edelweiss · Arbitrage
Low
₹20.97
Current NAV
29 Oct 2026
6.0%
1Y Return
6.8%
3Y CAGR
6.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (2.11%) 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
1.01
Sharpe Ratio
0.91
Beta
1.51
Alpha
1.32
Sortino
Fund Details
Fund House Edelweiss
Category Arbitrage
AUM ₹7060 Cr
Expense Ratio 2.11%
Min SIP ₹500
Min Lumpsum ₹1000
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