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NIPPON INDIA ARBITRAGE FUND - DIRECT Plan - IDCW Option

Nippon India · Arbitrage
Low
₹19.26
Current NAV
03 Nov 2026
6.9%
1Y Return
7.3%
3Y CAGR
6.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.77%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.77).
  • 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
1.77
Sharpe Ratio
1.07
Beta
1.27
Alpha
2.07
Sortino
Fund Details
Fund House Nippon India
Category Arbitrage
AUM ₹8820 Cr
Expense Ratio 0.77%
Min SIP ₹500
Min Lumpsum ₹1000
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