Edelweiss Arbitrage Fund - Direct Plan has delivered 33.70% absolute return over the last 5 years.
The average return for Arbitrage funds is 31.17% .
This fund ranks #3 in its category based on 5-year returns.
The largest portfolio holding is EDELWEISS LIQUID FUND DIRECT PL GR with a portfolio weight of 9.02% .
The fund currently owns more than 207 stocks.
The top 10 holdings account for 30.33% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.12% | 5.08% |
| 2 Year Return | 23.76% | 10.35% |
| 3 Year Return | 36.07% | 16.37% |
| 4 Year Return | 45.36% | 23.58% |
| 5 Year Return | 58.79% | 31.17% |
| 6 Year Return | 75.04% | 39.49% |
| 7 Year Return | 93.38% | 49.18% |
| Expense Ratio | 0.33% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
9.02%
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| 2 |
3.80%
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| 3 | Finance - Banks - Private Sector |
3.05%
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| 4 | Financials |
2.67%
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| 5 | Energy |
2.17%
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| 6 |
2.00%
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| 7 | Utilities |
1.93%
|
|
| 8 |
1.91%
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| 9 | Communication Services |
1.90%
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| 10 | Communication Services |
1.88%
|
|
| 11 | Financials |
1.76%
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| 12 | Industrials |
1.62%
|
Minimum Purchase: ₹100
Exit Load: If the units are redeemed/switched out on or before 15 days from date of allotment: 0.25% If the units are redeemed/switched out on after 15 days from the date of allotment: Nil.
Lock-in: 1
Risk: Moderate Risk
Edelweiss Arbitrage Fund - Direct Plan is managed by EDELWEISS 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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