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Arbitrageregulargrowth📊 NIFTY 50 Arbitrage Index(SEBI default)

Parag Parikh Arbitrage Fund - Regular Plan Growth

PPFAS Mutual Fund

#6 of 32 (1Y)

₹11.7738

0.02 (-0.15%)

NAV as of 29 May 2026

Option:Growth₹11.7738Growth₹11.8808

Today's NAV — all variants

Regular · Growth

₹₹11.7738

0.02 (-0.15%)

29 May 2026

AMFI: 152110

Direct · Growth

₹₹11.8808

0.02 (-0.14%)

29 May 2026

AMFI: 152109

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.15%
1 Month+0.44%
3 Months+1.49%
6 Months+3.08%
1 Year+6.07%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Oct 2023)+6.66%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+6.06%
3 Year SIP
5 Year SIP
Since Inception (Oct 2023)+6.41%

SIP since inception — what ₹1,000/month became

Real NAV backtest from day one

₹31,000

Invested

₹33,553

Value today

6.1%

XIRR (p.a.)

1,000/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

₹1,177

Value today

6.5%

CAGR (p.a.)

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

Try Lumpsum Calculator

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹13,349

Regular plan

₹13,297

Direct earns ₹52 more on a ₹12K investment0.22% 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 HousePPFAS Mutual Fund
CategoryArbitrage
Plan Typeregular
Optiongrowth
AUM₹2,149 Cr
Expense Ratio0.64%
Min SIP₹1,000
Min Lumpsum₹1,000
BenchmarkNIFTY 50 Arbitrage Index
Launch Date23 Oct 2023
AMFI Code152110

Risk Metrics

Trailing 1 year, annualised

-0.12

Sharpe Ratio

Alpha

Beta

-0.12

Sortino

0.78%

Std Dev

-0.21%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity36 holdings · 164.7%
Security% NAV

Parag Parikh Liquid Fund- Direct Plan- Growth

INF879O01068

16.08%

Parag Parikh Liquid Fund- Direct Plan- Growth

INF879O01068

12.59%

Parag Parikh Liquid Fund- Direct Plan- Growth

INF879O01068

12.59%

HDFC Bank Limited

INE040A01034

6.66%

HDFC Bank Limited

INE040A01034

6.66%

HDFC Bank Limited

INE040A01034

6.11%

Axis Bank Limited

INE238A01034

5.14%

ICICI Bank Limited

INE090A01021

4.99%

Bharti Airtel Limited

INE397D01024

4.83%

ICICI Bank Limited

INE090A01021

4.76%

ICICI Bank Limited

INE090A01021

4.76%

Reliance Industries Limited

INE002A01018

4.66%

Bharti Airtel Limited

INE397D01024

4.14%

Bharti Airtel Limited

INE397D01024

4.14%

Kotak Mahindra Bank Limited

INE237A01036

4.13%

Kotak Mahindra Bank Limited

INE237A01036

4.13%

Axis Bank Limited

INE238A01034

4.03%

Axis Bank Limited

INE238A01034

4.03%

Kotak Mahindra Bank Limited

INE237A01036

3.97%

Reliance Industries Limited

INE002A01018

3.81%

Reliance Industries Limited

INE002A01018

3.81%

Mahindra & Mahindra Limited

INE101A01026

3.02%

Mahindra & Mahindra Limited

INE101A01026

3.02%

Mahindra & Mahindra Limited

INE101A01026

3.00%

Bharat Heavy Electricals Limited

INE257A01026

2.94%

State Bank of India

INE062A01020

2.88%

State Bank of India

INE062A01020

2.88%

Tata Steel Limited

INE081A01020

2.65%

Tata Steel Limited

INE081A01020

2.65%

Tata Steel Limited

INE081A01020

2.54%

Bharat Heavy Electricals Limited

INE257A01026

2.36%

Bharat Heavy Electricals Limited

INE257A01026

2.36%

State Bank of India

INE062A01020

2.14%

NMDC Limited

INE584A01023

2.11%

NMDC Limited

INE584A01023

2.05%

NMDC Limited

INE584A01023

2.05%
Other14 holdings · 31.8%
Security% NAV

Kotak Securities Limited (27/05/2026)

INE028E14VE6

2.40%

Kotak Securities Limited (27/05/2026)

INE028E14VE6

2.40%

Small Industries Dev Bank of India (09/07/2026)

INE556F16BJ9

2.38%

Small Industries Dev Bank of India (09/07/2026)

INE556F16BJ9

2.38%

Axis Bank Limited (11/08/2026)

INE238AD6BD9

2.37%

Axis Bank Limited (11/08/2026)

INE238AD6BD9

2.37%

Canara Bank (08/01/2027)

INE476A16F94

2.30%

Indian Bank (12/01/2027)

INE562A16QE7

2.30%

Indian Bank (12/01/2027)

INE562A16QE7

2.30%

Canara Bank (08/01/2027)

INE476A16F94

2.30%

Kotak Securities Limited (27/05/2026)

INE028E14VE6

2.10%

Small Industries Dev Bank of India (09/07/2026)

INE556F16BJ9

2.08%

Axis Bank Limited (11/08/2026)

INE238AD6BD9

2.07%

Canara Bank (08/01/2027)

INE476A16F94

2.01%

Performance Comparison

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Investment Objective

Parag Parikh Arbitrage Fund - Regular Plan Growth 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

Parag Parikh Arbitrage Fund - Regular Plan Growth is a Arbitrage mutual fund offered by PPFAS Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹2,149 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Arbitrage Index. The current expense ratio is 0.64%.

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