Capitalmind Arbitrage Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Arbitrage funds is 31.17% .
The largest portfolio holding is NET RECEIVABLES PAYABLES with a portfolio weight of 77.82% .
The fund currently owns more than 96 stocks.
The top 10 holdings account for 128.34% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | N/A | 5.08% |
| 2 Year Return | N/A | 10.35% |
| 3 Year Return | N/A | 16.37% |
| 4 Year Return | N/A | 23.58% |
| 5 Year Return | N/A | 31.17% |
| 6 Year Return | N/A | 39.49% |
| 7 Year Return | N/A | 49.18% |
| Expense Ratio | 0.18% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
77.82%
|
||
| 2 |
15.05%
|
||
| 3 |
6.78%
|
||
| 4 | Finance - Banks - Public Sector |
6.04%
|
|
| 5 | IT Consulting & Software |
5.49%
|
|
| 6 | Communication Services |
4.16%
|
|
| 7 | Financials |
3.50%
|
|
| 8 | Financials |
3.44%
|
|
| 9 | Communication Services |
3.36%
|
|
| 10 | Financials |
2.70%
|
|
| 11 | Energy |
2.64%
|
|
| 12 | Finance - Banks - Private Sector |
2.61%
|
AMC: CAPITALMIND
Category: Hybrid • Arbitrage
Launch Date: 23 Feb 2026
Fund Manager: Mr. Anoop Vijaykumar
Minimum Purchase: ₹5,000
Exit Load: 0.25% if redeemed/switched out on or before completion of 15 Days from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 15 Days from the date of allotment.
Lock-in: 1
Risk: Moderate Risk
Capitalmind Arbitrage Fund - Direct Plan is managed by CAPITALMIND and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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