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NIPPON INDIA ARBITRAGE FUND - MONTHLY IDCW Option

Nippon India · Arbitrage
Low
₹14.95
Current NAV
03 Nov 2026
6.2%
1Y Return
6.6%
3Y CAGR
6.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.29).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Arbitrage mandate.
Cons / Risks
  • Higher expense ratio (1.89%) which can affect compounding over long horizons.
  • 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
0.79
Sharpe Ratio
0.69
Beta
5.29
Alpha
1.10
Sortino
Fund Details
Fund House Nippon India
Category Arbitrage
AUM ₹340 Cr
Expense Ratio 1.89%
Min SIP ₹500
Min Lumpsum ₹1000
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