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Arbitrageregulargrowth📊 Nifty 50 Arbitrage Index

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Edelweiss Mutual Fund

#21 of 32 (1Y)

₹20.3190

0.04 (-0.18%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

AMFI: HIST_KF_INF754K01HY7

Direct · Growth

₹₹21.9397

0.04 (-0.17%)

29 May 2026

AMFI: 130206

Regular · IDCW

₹₹14.9109

0.03 (-0.18%)

29 May 2026

AMFI: 130207

Direct · IDCW

₹₹18.0238

0.03 (-0.18%)

29 May 2026

AMFI: 141606

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.10%
1 Month+0.18%
3 Months+1.22%
6 Months+2.69%
1 Year+5.75%
3 Years (CAGR)+6.83%
5 Years (CAGR)+6.01%
10 Years (CAGR)+5.82%
Since Inception (Jun 2014)+6.15%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+5.54%
3 Year SIP+6.43%
5 Year SIP+6.42%
Since Inception (Jun 2014)+5.90%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹71,500

Invested

₹1,02,488

Value today

5.9%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,032

Value today

6.1%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹7,15,000

Withdrawn

₹10,07,020

Corpus left

+₹7,22,020 net gain — withdrew ₹7,15,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,39,495

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,39,495 — a 1.4× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹84,935

Regular plan

₹81,715

Direct earns ₹3,220 more on a ₹60K investment0.54% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseEdelweiss Mutual Fund
CategoryArbitrage
Plan Typeregular
Optiongrowth
AUM₹15,516 Cr
Expense Ratio1.07%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty 50 Arbitrage Index
Launch Date27 Jun 2014
AMFI Code130205

Risk Metrics

Trailing 1 year, annualised

-0.19

Sharpe Ratio

Alpha

Beta

-0.19

Sortino

0.81%

Std Dev

-0.24%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Equity40 holdings · 47.8%
Security% NAV

HDFC Bank Ltd.

INE040A01034

7.33%

ICICI Bank Ltd.

INE090A01021

3.05%

NMDC Ltd.

INE584A01023

2.20%

JSW Steel Ltd.

INE019A01038

2.16%

Steel Authority of India Ltd.

INE114A01011

1.95%

Vodafone Idea Ltd.

INE669E01016

1.91%

7.80% NABARD NCD SR 24E RED 15-03-2027**

INE261F08EF5

1.81%

Eternal Ltd.

INE758T01015

1.53%

Axis Bank Ltd.

INE238A01034

1.49%

Multi Commodity Exchange Of India Ltd.

INE745G01043

1.45%

Glenmark Pharmaceuticals Ltd.

INE935A01035

1.40%

State Bank of India

INE062A01020

1.31%

ITC Ltd.

INE154A01025

1.23%

Lodha Developers Ltd.

INE670K01029

1.16%

Reliance Industries Ltd.

INE002A01018

1.15%

Maruti Suzuki India Ltd.

INE585B01010

1.00%

Kotak Mahindra Bank Ltd.

INE237A01036

0.96%

Aurobindo Pharma Ltd.

INE406A01037

0.93%

Adani Energy Solutions Ltd.

INE931S01010

0.84%

Jio Financial Services Ltd.

INE758E01017

0.81%

Bharti Airtel Ltd.

INE397D01024

0.76%

Indus Towers Ltd.

INE121J01017

0.76%

Larsen & Toubro Ltd.

INE018A01030

0.73%

Shriram Finance Ltd.

INE721A01047

0.73%

Adani Green Energy Ltd.

INE364U01010

0.70%

7.71% REC LTD SR 230A NCD RED 26-02-2027**

INE020B08EW9

0.70%

Yes Bank Ltd.

INE528G01035

0.65%

Adani Enterprises Ltd.

INE423A01024

0.63%

REC Ltd.

INE020B01018

0.62%

Canara Bank

INE476A01022

0.62%

RBL Bank Ltd.

INE976G01028

0.60%

Delhivery Ltd.

INE148O01028

0.58%

Nestle India Ltd.

INE239A01024

0.53%

Punjab National Bank

INE160A01022

0.53%

HDFC Asset Management Company Ltd.

INE127D01025

0.52%

7.30% BHARTI TELE XXVII 01-12-27**

INE403D08306

0.51%

The Federal Bank Ltd.

INE171A01029

0.50%

Titan Company Ltd.

INE280A01028

0.50%

TVS Motor Company Ltd.

INE494B01023

0.48%

DLF Ltd.

INE271C01023

0.48%
Debt7 holdings · 5.4%
Security% NAV

SIDBI CD RED 20-05-2026#**

INE556F16BI1

1.03%

SIDBI CD RED 16-12-2026#**

INE556F16BT8

0.99%

7.02% GOVT OF INDIA RED 27-05-2027

IN0020240043

0.70%

CANARA BANK CD RED 18-12-2026#**

INE476A16F78

0.66%

BANK OF BARODA CD RED 06-01-2027#**

INE028A16KX2

0.66%

NABARD CD RED 14-01-2027#**

INE261F16AD1

0.66%

SIDBI CD RED 26-02-2027#**

INE556F16CC2

0.65%
Other3 holdings · 18.6%
Security% NAV

EDELWEISS LIQUID FUND - DIRECT PL -GR

INF754K01GM4

13.95%

EDELWEISS MONEY MARKET FUND - DIRECT PL

INF843K01CE1

3.89%

EDELWEISS LOW DURATION FUND

INF754K01UP8

0.74%

Performance Comparison

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Investment Objective

Edelweiss Arbitrage Fund- Regular Plan- Growth Option aims to generate returns by exploiting price differentials between cash and derivatives markets. These funds offer equity taxation benefits with relatively low volatility, making them suitable as an alternative to liquid funds.

About This Fund

Edelweiss Arbitrage Fund- Regular Plan- Growth Option is a Arbitrage mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 11 years. It manages assets worth ₹15,516 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 50 Arbitrage Index. The current expense ratio is 1.07%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations