HybridArbitrage FundDirect · Growth
Edelweiss Arbitrage Fund- Direct Plan- Growth Option
Edelweiss · Scheme 130206
₹22.35▲ 0.08%NAV · 2026-09-18
Decent FundScore
AUM
₹15,139 cr
Expense ratio
1.67%
3Y CAGR
7.5%
Risk level
Low
Min SIP
₹100
Benchmark
Nifty 50 Arbitrage Index
Fund manager: Dhawal Dalal, Bhavesh JainExit load: Exit load of 0.25%, if redeemed within 15 days.
Decent · 58/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 1%.
- ✓Low volatility (1% a year) — a steady, low-drama ride.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Return stability: rolling-return std 0.9%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.29) — took on risk without enough payoff.
- •Pricey — 1.67% expense ratio quietly eats into long-term returns.
- •3Y CAGR: +7.5%
- •5Y CAGR: +6.8%
FundScore breakdown
58/100 · Decent
Returns
Weak
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Average
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.