Indiabulls Arbitrage Fund - Direct Plan - Growth Option

Indiabulls Arbitrage Fund - Direct Plan - Growth Option of Indiabulls Mutual Fund has asset class type as Arbitrage. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately Low

Expense Ratio (%)

0.5

Age

NA Years

Fund Manager

Sumit Bhatnagar

AuM (Rs Crores)

162.4137

Asset Class

Arbitrage

Net Asset Value:

13.2739

Rating

2

Exit Load

0.003

Benchmark

Crisil Liquid Fund Index

Fund Type

Arbitrage

SEBI Category

Arbitrage Fund

Turnover Ratio(Monthly)

1.78 Times

Fund Manager Details:

Sumit Bhatnagar MBA (Investment Management) from the University of Toronto, Canada and is also a CFA (USA). He has over 14 Years of experience in Banking & Capital Markets. He worked with SEBI for five years in Investment Management Department, handing critical policy matters pertaining to mutual funds and contributed extensively in various high powered committees of SEBI.

Objective:

To generate income by predominantly investing in arbitrage opportunities in the cash and derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.

Top Holdings:

  • Finance (18.)
  • Banks (15.2)
  • IT - Software (9.26)
  • Telecomm-Service (5.24)
  • Automobile (4.32)
  • Textiles (4.31)
  • Cement (4.21)
  • Alcoholic Beverages (4.3)
  • Pharmaceuticals (2.77)
  • Mining & Mineral products (1.8)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition