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Edelweiss Arbitrage Fund - Regular Plan - IDCW Option

Edelweiss · Arbitrage
Low
₹15.05
Current NAV
25 Jun 2026
6.6%
1Y Return
6.6%
3Y CAGR
6.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.16).
  • Professionally managed by an established fund house with experienced fund managers.
  • 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
1.16
Sharpe Ratio
0.76
Beta
4.16
Alpha
1.35
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Fund Details
Fund House Edelweiss
Category Arbitrage
AUM ₹9710 Cr
Expense Ratio 1.16%
Min SIP ₹500
Min Lumpsum ₹1000
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