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HybridArbitrage FundDirect · Growth

Parag Parikh Arbitrage Fund - Direct Plan Growth

PPFAS · Scheme 152109

12.09 0.12%NAV · 2026-09-18
56
Decent FundScore
Start SIP
AUM
₹2,732 cr
Expense ratio
1.00%
3Y CAGR
Risk level
Low
Min SIP
₹1,000
Benchmark
Nifty 50 Arbitrage Index
Fund manager: Raj MehtaExit load: Exit load of 0.25%, if redeemed within 30 days.
Decent · 56/100

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

  • Protects capital well — worst-ever fall was only 1%.
  • Low volatility (1% a year) — a steady, low-drama ride.
  • Max drawdown: -1%
  • Expense ratio: 1.00%

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe 0.42) — took on risk without enough payoff.
  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • 1Y return: +6.4%
  • Sharpe ratio: 0.42

FundScore breakdown

56/100 · Decent
How it works →
28
Returns
Weak
50
Consistency
Average
39
Risk-adjusted
Weak
100
Downside protection
Excellent
73
Cost efficiency
Strong
50
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.