Home Funds Edelweiss Arbitrage Fund- Regular Plan- Growth Opt

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Edelweiss · Arbitrage
Low
₹20.50
Current NAV
25 Jun 2026
6.7%
1Y Return
6.7%
3Y CAGR
6.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.17).
  • 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
0.67
Sharpe Ratio
1.17
Beta
6.17
Alpha
0.85
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Fund Details
Fund House Edelweiss
Category Arbitrage
AUM ₹6220 Cr
Expense Ratio 1.57%
Min SIP ₹500
Min Lumpsum ₹1000
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