The fund is rated 5 stars. The strongest areas were investment selection within each asset type, investment selection within each industry, and balance between returns and downside risk. Above-average fund size of Rs 10,683.93 crore was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing, a good risk-reward ratio. It is important to note, however, that this fund has a 10683.928 AUM and a 2.123 expense ratio. Considering all these factors, we have rated this fund as 5.0 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
Risk ratios
As of 30 Sep 2026
Debt metrics
Fund details
Income from arbitrage opportunities in the equity market & long term capital growth. Investment predominantly in arbitrage opportunities in the cash & derivatives segment of the equity market and equity & equity related securities
The scheme seeks to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and enhance returns with a moderate exposure in equity & equity related instruments.
Exit load for units in excess of 8% of the investment,1% will be charged for redemption within 90 days.
