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What are Arbitrage Funds?
Arbitrage is a strategy that takes advantage of the price differences of different markets to earn profits. Arbitrage Funds are named after the arbitrage strategy that they use. They are a type of Mutual Fund that leverages on the price differential to generate returns. The returns of these funds are dependent on the Volatility of the invested asset on the Market. They make use of the market inefficiencies to generate returns for their investors.
Exploiting uneven prices is the central idea of arbitrage funds. Arbitrage funds use low-risk buy and sell opportunities to optimise returns. For example, shares of XYZ Co. LTD are trading at INR 500 each on the cash market and at INR 1,000 on the futures market. By buying the shares from the cash market and selling the shares on the futures market generates a profit of INR 500 per share.
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Why Should you Invest in Arbitrage Funds?
Here are some of the benefits of investing in arbitrage funds:
Negligible Risk
Arbitrage funds are not 100% risk-free but they do carry negligible risk. They Bank on the mispricing happening in the markets. This gives the investor a safer option compared to other short-term funds since these funds offer better returns during market volatility.
Returns
These funds generally give a return of about 7-9% of the amount invested. This is higher compared to Liquid Funds or short-term Debt fund. Thus, making arbitrage funds a lucrative investment option.
Favourable Taxation
One of the biggest benefits of Investing in these funds is the tax treatment. Equity Funds attract long term Capital gains. If the gains are made up to INR 1 lakh then it counts under tax-free. Tax at 10% applies to gains above INR 1 lakh.
Guidelines on How to Invest in Arbitrage Funds
Research about the Fund and its Strategies
Before investing in the fund, read up on its previous returns, the minimum required investment and its strategies. Most arbitrage funds in India follow the pure arbitrage strategy. But these funds are known to follow strategies like the merger/risk arbitrage (speculating on successful completion of mergers and acquisitions), etc. that are a bit complex for the layman to understand. Hence, it is important to get an idea to the fund’s strategy before investing to know what you are getting into.
Check Exit Load Policy
Premature withdrawal from arbitrage funds generally attracts a penalty or exit load of 0.25-0.5%. Check the exit load policy of your fund before investing to avoid unwanted penalties.
Risks of Investing in Arbitrage Mutual Funds
Lack of Diversification
In order to maintain their equity status, arbitrage funds need to maintain at least 65% capital in equity. This affects the diversification of the fund as they cannot invest more in debt funds, thus affecting the overall Portfolio of the investor.
Exit Loads
As said earlier, these funds carry exit loads on premature withdrawal. It could Range anywhere from 0.25-0.50%. Also, the Redemption of the money would take some 1-3 working days. This affects the liquidity of the fund.
Not Suitable for Long Term
Arbitrage funds are not an attractive option for long-term wealth creation. As arbitrage opportunities are limited, there is only a short window to make profits. Due to their strategy, they do not have a high-growth potential. Thus, making them ill-fitted for long-term.
Top 10 Best Performing Arbitrage Funds
Some of the best performing funds in India are:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Equity Arbitrage Fund Growth ₹37.3308
↑ 0.02 ₹63,310 1.8 3.6 7.1 7.1 5.7 7.8 Invesco India Arbitrage Fund Growth ₹31.7702
↑ 0.01 ₹19,675 1.7 3.4 7 7 5.7 7.6 SBI Arbitrage Opportunities Fund Growth ₹33.6757
↑ 0.02 ₹31,895 1.8 3.6 7.1 7 5.6 7.5 HDFC Arbitrage Fund Growth ₹30.514
↑ 0.02 ₹19,627 1.7 3.4 7 6.9 5.5 7.7 ICICI Prudential Equity Arbitrage Fund Growth ₹34.179
↑ 0.02 ₹26,918 1.8 3.6 7.1 6.9 5.5 7.6 Edelweiss Arbitrage Fund Growth ₹19.3065
↑ 0.01 ₹14,307 1.7 3.5 7 6.9 5.5 7.7 UTI Arbitrage Fund Growth ₹34.9104
↑ 0.02 ₹6,899 1.8 3.6 7.2 6.9 5.6 7.7 IDFC Arbitrage Fund Growth ₹32.3333
↑ 0.02 ₹8,656 1.8 3.5 7 6.8 5.4 7.5 Aditya Birla Sun Life Arbitrage Fund Growth ₹26.4643
↑ 0.02 ₹15,896 1.8 3.5 7 6.8 5.5 7.5 Nippon India Arbitrage Fund Growth ₹26.4359
↑ 0.01 ₹14,113 1.6 3.4 6.8 6.7 5.4 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jun 25
*Above is list of best Arbitrage funds are having AUM/Net Assets above 500 Crore. Sorted on Last 3 Year Return.
The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and by investing the balance in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized Kotak Equity Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 29 Sep 05. It is a fund with Moderately Low risk and has given a Below is the key information for Kotak Equity Arbitrage Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate income through arbitrage opportunities emerging out of mis-pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments. Invesco India Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 30 Apr 07. It is a fund with Moderately Low risk and has given a Below is the key information for Invesco India Arbitrage Fund Returns up to 1 year are on To provide capital appreciation and regular income for unitholders by identifying profitable arbitrage opportunities between the spot and derivative market segments as also through investment of surplus cash in debt and money market instruments. SBI Arbitrage Opportunities Fund is a Hybrid - Arbitrage fund was launched on 3 Nov 06. It is a fund with Moderately Low risk and has given a Below is the key information for SBI Arbitrage Opportunities Fund Returns up to 1 year are on "To generate income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative segment and by deployment of surplus cash in debt securities and money market instruments." HDFC Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 23 Oct 07. It is a fund with Moderately Low risk and has given a Below is the key information for HDFC Arbitrage Fund Returns up to 1 year are on The investment objective of Income Optimiser Plan under the scheme is to seek to generate low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio. ICICI Prudential Equity Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 30 Dec 06. It is a fund with Moderate risk and has given a Below is the key information for ICICI Prudential Equity Arbitrage Fund Returns up to 1 year are on The investment objective of the Scheme is to generate income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments. However, there is no assurance that the investment objective of the scheme will be realized. Edelweiss Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 27 Jun 14. It is a fund with Moderately Low risk and has given a Below is the key information for Edelweiss Arbitrage Fund Returns up to 1 year are on (Erstwhile UTI SPREAD Fund) The investment objective of the scheme is to provide capital appreciation and dividend distribution through arbitrage opportunities arising out of price differences between the cash and derivative market by investing predominantly in equity and equity-related securities, derivatives and the balance portion in debt securities. However, there can be no assurance that the investment objective of the scheme will be realised. UTI Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 22 Jun 06. It is a fund with Moderately Low risk and has given a Below is the key information for UTI Arbitrage Fund Returns up to 1 year are on The investment objective of the Scheme is to generate capital appreciation and
income by predominantly investing in arbitrage opportunity in the cash and
the derivative segments of the equity markets and the arbitrage opportunity
available within the derivative segments and by investing the balance in debt
and money market instruments. However there is no assurance that the
investment objective of the scheme will be realized. IDFC Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 21 Dec 06. It is a fund with Moderately Low risk and has given a Below is the key information for IDFC Arbitrage Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Enhanced Arbitrage Fund) An Open ended Equity Scheme with an investment objective to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Futures). Aditya Birla Sun Life Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 24 Jul 09. It is a fund with Moderate risk and has given a Below is the key information for Aditya Birla Sun Life Arbitrage Fund Returns up to 1 year are on (Erstwhile Reliance Arbitrage Advantage Fund) The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments. Nippon India Arbitrage Fund is a Hybrid - Arbitrage fund was launched on 14 Oct 10. It is a fund with Moderately Low risk and has given a Below is the key information for Nippon India Arbitrage Fund Returns up to 1 year are on 1. Kotak Equity Arbitrage Fund
CAGR/Annualized return of 6.9% since its launch. Ranked 2 in Arbitrage category. Return for 2024 was 7.8% , 2023 was 7.4% and 2022 was 4.5% . Kotak Equity Arbitrage Fund
Growth Launch Date 29 Sep 05 NAV (06 Jun 25) ₹37.3308 ↑ 0.02 (0.06 %) Net Assets (Cr) ₹63,310 on 30 Apr 25 Category Hybrid - Arbitrage AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.96 Sharpe Ratio 1.98 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.25%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,304 31 May 22 ₹10,712 31 May 23 ₹11,323 31 May 24 ₹12,227 31 May 25 ₹13,111 Returns for Kotak Equity Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.4% 3 Month 1.8% 6 Month 3.6% 1 Year 7.1% 3 Year 7.1% 5 Year 5.7% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 7.4% 2022 4.5% 2021 4% 2020 4.3% 2019 6.1% 2018 6.3% 2017 5.8% 2016 6.7% 2015 7.5% Fund Manager information for Kotak Equity Arbitrage Fund
Name Since Tenure Hiten Shah 3 Oct 19 5.66 Yr. Data below for Kotak Equity Arbitrage Fund as on 30 Apr 25
Asset Allocation
Asset Class Value Cash 93.98% Debt 6.19% Other 0.06% Equity Sector Allocation
Sector Value Financial Services 16.77% Basic Materials 8.36% Industrials 7.09% Technology 6.05% Consumer Defensive 5.53% Consumer Cyclical 5.46% Health Care 4.67% Energy 4.62% Utility 3.32% Communication Services 2.83% Real Estate 0.97% Debt Sector Allocation
Sector Value Cash Equivalent 78.97% Corporate 16.05% Government 5.15% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kotak Money Market Dir Gr
Investment Fund | -11% ₹6,784 Cr 15,127,493
↑ 1,624,836 Kotak Liquid Dir Gr
Investment Fund | -8% ₹4,879 Cr 9,256,350
↑ 3,804,502 Kotak Savings Fund Dir Gr
Investment Fund | -5% ₹3,444 Cr 775,746,531
↑ 326,520,052 Future on Infosys Ltd
Derivatives | -3% -₹2,061 Cr 13,718,800
↑ 13,718,800 Infosys Ltd (Technology)
Equity, Since 31 Oct 22 | INFY3% ₹2,058 Cr 13,718,800
↑ 6,894,000 Future on ICICI Bank Ltd
Derivatives | -3% -₹1,859 Cr 12,971,700
↑ 12,971,700 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 19 | ICICIBANK3% ₹1,851 Cr 12,971,700
↓ -2,903,600 Future on HDFC Bank Ltd
Derivatives | -3% -₹1,597 Cr 8,256,600
↑ 8,256,600 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK3% ₹1,589 Cr 8,256,600
↑ 696,850 Future on Reliance Industries Ltd
Derivatives | -2% -₹1,122 Cr 7,957,500
↑ 7,957,500 2. Invesco India Arbitrage Fund
CAGR/Annualized return of 6.6% since its launch. Ranked 9 in Arbitrage category. Return for 2024 was 7.6% , 2023 was 7.4% and 2022 was 5.1% . Invesco India Arbitrage Fund
Growth Launch Date 30 Apr 07 NAV (06 Jun 25) ₹31.7702 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹19,675 on 31 Mar 25 Category Hybrid - Arbitrage AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.05 Sharpe Ratio 1.71 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,288 31 May 22 ₹10,694 31 May 23 ₹11,342 31 May 24 ₹12,223 31 May 25 ₹13,094 Returns for Invesco India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.4% 3 Month 1.7% 6 Month 3.4% 1 Year 7% 3 Year 7% 5 Year 5.7% 10 Year 15 Year Since launch 6.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 7.4% 2022 5.1% 2021 3.5% 2020 4.3% 2019 5.9% 2018 5.9% 2017 5.5% 2016 6.5% 2015 7.6% Fund Manager information for Invesco India Arbitrage Fund
Name Since Tenure Deepak Gupta 11 Nov 21 3.55 Yr. Kuber Mannadi 1 Sep 22 2.75 Yr. Data below for Invesco India Arbitrage Fund as on 31 Mar 25
Asset Allocation
Asset Class Value Cash 97.33% Debt 2.82% Other 0.05% Equity Sector Allocation
Sector Value Financial Services 19.66% Basic Materials 6.89% Technology 6.23% Consumer Defensive 6.17% Industrials 5.54% Consumer Cyclical 5.06% Health Care 4.52% Communication Services 4.42% Energy 3.31% Utility 3.22% Real Estate 0.9% Debt Sector Allocation
Sector Value Cash Equivalent 92.32% Corporate 5.23% Government 2.61% Credit Quality
Rating Value AA 6.91% AAA 93.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco India Liquid Dir Gr
Investment Fund | -14% ₹2,885 Cr 8,056,670 Invesco India Money Market Dir Gr
Investment Fund | -6% ₹1,153 Cr 3,698,366 Future on HDFC Bank Ltd Cedear
Derivatives | -3% -₹690 Cr 3,567,850
↑ 3,567,850 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK3% ₹687 Cr 3,567,850
↑ 915,750 Future on Bharti Airtel Ltd
Derivatives | -3% -₹503 Cr 2,691,350
↑ 2,074,325 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹502 Cr 2,691,350
↑ 2,074,325 Infosys Ltd (Technology)
Equity, Since 31 Oct 23 | INFY2% ₹465 Cr 3,102,000
↑ 1,103,600 Future on ICICI Bank Ltd
Derivatives | -2% -₹404 Cr 2,819,600
↓ -3,947,300 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK2% ₹402 Cr 2,819,600
↓ -3,947,300 Future on IDFC First Bank Ltd
Derivatives | -2% -₹373 Cr 57,292,500
↑ 21,105,000 3. SBI Arbitrage Opportunities Fund
CAGR/Annualized return of 6.7% since its launch. Ranked 15 in Arbitrage category. Return for 2024 was 7.5% , 2023 was 7.4% and 2022 was 4.6% . SBI Arbitrage Opportunities Fund
Growth Launch Date 3 Nov 06 NAV (06 Jun 25) ₹33.6757 ↑ 0.02 (0.07 %) Net Assets (Cr) ₹31,895 on 30 Apr 25 Category Hybrid - Arbitrage AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately Low Expense Ratio 0.94 Sharpe Ratio 1.35 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Months (0.5%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,243 31 May 22 ₹10,666 31 May 23 ₹11,307 31 May 24 ₹12,173 31 May 25 ₹13,040 Returns for SBI Arbitrage Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 3.6% 1 Year 7.1% 3 Year 7% 5 Year 5.6% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 7.4% 2022 4.6% 2021 4% 2020 3.5% 2019 6% 2018 6.2% 2017 5.3% 2016 6.4% 2015 7.3% Fund Manager information for SBI Arbitrage Opportunities Fund
Name Since Tenure Neeraj Kumar 5 Oct 12 12.66 Yr. Ardhendu Bhattacharya 27 Dec 24 0.43 Yr. Data below for SBI Arbitrage Opportunities Fund as on 30 Apr 25
Asset Allocation
Asset Class Value Cash 85.55% Debt 14.6% Other 0.04% Equity Sector Allocation
Sector Value Financial Services 24.75% Industrials 6.04% Consumer Cyclical 6.02% Basic Materials 5.93% Technology 5.38% Consumer Defensive 4.76% Energy 4.46% Health Care 3.07% Utility 2.96% Communication Services 2.02% Real Estate 1.2% Debt Sector Allocation
Sector Value Cash Equivalent 76.78% Corporate 16.54% Government 6.83% Credit Quality
Rating Value AA 9.3% AAA 90.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBI Savings Dir Gr
Investment Fund | -10% ₹3,196 Cr 726,722,883 Future on HDFC Bank Ltd
Derivatives | -4% -₹1,406 Cr 7,268,250
↑ 2,649,900 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK4% ₹1,399 Cr 7,268,250
↑ 2,649,900 Future on ICICI Bank Ltd
Derivatives | -4% -₹1,154 Cr 8,054,200
↑ 1,714,300 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | ICICIBANK4% ₹1,149 Cr 8,054,200
↑ 1,714,300 SBI Magnum Low Duration Dir Gr
Investment Fund | -3% ₹1,043 Cr 2,904,125 Future on Axis Bank Ltd
Derivatives | -3% -₹1,006 Cr 8,448,125
↓ -470,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322153% ₹1,002 Cr 8,455,000
↓ -463,125 National Bank For Agriculture And Rural Development
Debentures | -3% ₹897 Cr 9,000 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN2% ₹779 Cr 9,876,750
↑ 1,361,250 4. HDFC Arbitrage Fund
CAGR/Annualized return of 6.5% since its launch. Ranked 10 in Arbitrage category. Return for 2024 was 7.7% , 2023 was 7.2% and 2022 was 4.2% . HDFC Arbitrage Fund
Growth Launch Date 23 Oct 07 NAV (06 Jun 25) ₹30.514 ↑ 0.02 (0.05 %) Net Assets (Cr) ₹19,627 on 30 Apr 25 Category Hybrid - Arbitrage AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.86 Sharpe Ratio 1.74 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 300 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,290 31 May 22 ₹10,645 31 May 23 ₹11,233 31 May 24 ₹12,104 31 May 25 ₹12,962 Returns for HDFC Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.4% 3 Month 1.7% 6 Month 3.4% 1 Year 7% 3 Year 6.9% 5 Year 5.5% 10 Year 15 Year Since launch 6.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 7.2% 2022 4.2% 2021 3.6% 2020 3.7% 2019 6% 2018 5.7% 2017 5.3% 2016 6.6% 2015 7.6% Fund Manager information for HDFC Arbitrage Fund
Name Since Tenure Anil Bamboli 1 Feb 22 3.33 Yr. Arun Agarwal 24 Aug 20 4.77 Yr. Dhruv Muchhal 22 Jun 23 1.94 Yr. Nandita Menezes 29 Mar 25 0.17 Yr. Data below for HDFC Arbitrage Fund as on 30 Apr 25
Asset Allocation
Asset Class Value Cash 95.71% Debt 4.52% Other 0.04% Equity Sector Allocation
Sector Value Financial Services 22.4% Basic Materials 8.26% Technology 6.73% Consumer Cyclical 5.81% Health Care 4.48% Energy 4.46% Utility 4.07% Communication Services 3.92% Industrials 3.59% Consumer Defensive 2.75% Real Estate 1.49% Debt Sector Allocation
Sector Value Cash Equivalent 86.83% Corporate 8.95% Government 4.44% Credit Quality
Rating Value AA 5.36% AAA 94.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Money Market Dir Gr
Investment Fund | -12% ₹2,325 Cr 4,031,366 Future on ICICI Bank Ltd
Derivatives | -7% -₹1,276 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | ICICIBANK6% ₹1,270 Cr 8,901,900
↑ 363,300 HDFC Liquid Dir Gr
Investment Fund | -5% ₹1,070 Cr 2,088,729
↑ 195,382 Future on HDFC Bank Ltd
Derivatives | -5% -₹934 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK5% ₹929 Cr 4,823,500
↑ 1,582,900 Infosys Limited
Derivatives | -3% -₹685 Cr Infosys Ltd (Technology)
Equity, Since 31 Oct 23 | INFY3% ₹683 Cr 4,553,600
↑ 1,905,200 Future on Axis Bank Ltd
Derivatives | -3% -₹675 Cr Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5322153% ₹671 Cr 5,660,625
↓ -2,341,250 5. ICICI Prudential Equity Arbitrage Fund
CAGR/Annualized return of 6.9% since its launch. Ranked 4 in Arbitrage category. Return for 2024 was 7.6% , 2023 was 7.1% and 2022 was 4.2% . ICICI Prudential Equity Arbitrage Fund
Growth Launch Date 30 Dec 06 NAV (06 Jun 25) ₹34.179 ↑ 0.02 (0.05 %) Net Assets (Cr) ₹26,918 on 30 Apr 25 Category Hybrid - Arbitrage AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 0.97 Sharpe Ratio 1.62 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,288 31 May 22 ₹10,665 31 May 23 ₹11,259 31 May 24 ₹12,116 31 May 25 ₹12,988 Returns for ICICI Prudential Equity Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 3.6% 1 Year 7.1% 3 Year 6.9% 5 Year 5.5% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.6% 2023 7.1% 2022 4.2% 2021 3.9% 2020 4.3% 2019 5.9% 2018 6.2% 2017 5.5% 2016 6.8% 2015 7.6% Fund Manager information for ICICI Prudential Equity Arbitrage Fund
Name Since Tenure Nikhil Kabra 29 Dec 20 4.42 Yr. Sharmila D’mello 31 Jul 22 2.84 Yr. Darshil Dedhia 13 Sep 24 0.71 Yr. Ajaykumar Solanki 23 Aug 24 0.77 Yr. Archana Nair 1 Feb 24 1.33 Yr. Data below for ICICI Prudential Equity Arbitrage Fund as on 30 Apr 25
Asset Allocation
Asset Class Value Cash 92.13% Debt 8.04% Other 0.05% Equity Sector Allocation
Sector Value Financial Services 16.75% Technology 8.51% Consumer Cyclical 7.62% Energy 7.28% Basic Materials 7.17% Industrials 5.63% Communication Services 5% Health Care 3.75% Consumer Defensive 3.51% Utility 2.08% Real Estate 1.58% Debt Sector Allocation
Sector Value Cash Equivalent 76.59% Corporate 17.7% Government 5.88% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Pru Money Market Dir Gr
Investment Fund | -11% ₹3,043 Cr 80,068,582 ICICI Pru Savings Dir Gr
Investment Fund | -7% ₹1,766 Cr 32,418,220 Future on Reliance Industries Ltd
Derivatives | -5% -₹1,229 Cr 8,722,500
↓ -3,311,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE5% ₹1,226 Cr 8,722,500
↓ -3,311,500 Future on HDFC Bank Ltd
Derivatives | -4% -₹1,107 Cr 5,724,400
↑ 595,100 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | HDFCBANK4% ₹1,102 Cr 5,724,400
↑ 595,100 Future on Infosys Ltd
Derivatives | -3% -₹840 Cr 5,584,800
↑ 1,951,200 Infosys Ltd (Technology)
Equity, Since 31 Oct 22 | INFY3% ₹838 Cr 5,584,800
↑ 1,951,200 Future on Bharti Airtel Ltd
Derivatives | -3% -₹817 Cr 4,370,475
↓ -281,200 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL3% ₹815 Cr 4,370,475
↓ -281,200 6. Edelweiss Arbitrage Fund
CAGR/Annualized return of 6.2% since its launch. Ranked 1 in Arbitrage category. Return for 2024 was 7.7% , 2023 was 7.1% and 2022 was 4.4% . Edelweiss Arbitrage Fund
Growth Launch Date 27 Jun 14 NAV (06 Jun 25) ₹19.3065 ↑ 0.01 (0.06 %) Net Assets (Cr) ₹14,307 on 30 Apr 25 Category Hybrid - Arbitrage AMC Edelweiss Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 1.08 Sharpe Ratio 1.58 Information Ratio -0.84 Alpha Ratio 0.17 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.25%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,281 31 May 22 ₹10,679 31 May 23 ₹11,274 31 May 24 ₹12,149 31 May 25 ₹13,005 Returns for Edelweiss Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.5% 3 Month 1.7% 6 Month 3.5% 1 Year 7% 3 Year 6.9% 5 Year 5.5% 10 Year 15 Year Since launch 6.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 7.1% 2022 4.4% 2021 3.8% 2020 4.5% 2019 6.2% 2018 6.1% 2017 5.8% 2016 6.7% 2015 8% Fund Manager information for Edelweiss Arbitrage Fund
Name Since Tenure Bhavesh Jain 27 Jun 14 10.94 Yr. Rahul Dedhia 1 Aug 24 0.83 Yr. Amit Vora 6 Nov 24 0.57 Yr. Pranavi Kulkarni 1 Jul 24 0.92 Yr. Data below for Edelweiss Arbitrage Fund as on 30 Apr 25
Asset Allocation
Asset Class Value Cash 95.57% Debt 4.61% Other 0.02% Equity Sector Allocation
Sector Value Financial Services 18.44% Basic Materials 8.27% Energy 6.77% Industrials 5.81% Technology 5.69% Consumer Cyclical 5.4% Consumer Defensive 5.11% Communication Services 4.07% Utility 3.51% Health Care 3.3% Real Estate 0.65% Debt Sector Allocation
Sector Value Cash Equivalent 86.84% Government 6.71% Corporate 6.63% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Edelweiss Liquid Dir Gr
Investment Fund | -7% ₹993 Cr 2,964,422 Future on Reliance Industries Ltd
Derivatives | -6% -₹815 Cr 6,357,500
↑ 1,373,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE6% ₹811 Cr 6,357,500
↑ 1,373,500 Future on HDFC Bank Ltd
Derivatives | -2% -₹342 Cr 1,865,600
↑ 723,250 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | HDFCBANK2% ₹341 Cr 1,865,600
↑ 723,250 Edelweiss Money Market Dir Gr
Investment Fund | -2% ₹310 Cr 100,824,026 Future on Vedanta Ltd
Derivatives | -2% -₹281 Cr 6,047,850
↑ 454,250 Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5002952% ₹280 Cr 6,047,850
↑ 454,250 Future on JSW Steel Ltd
Derivatives | -2% -₹217 Cr 2,035,125
↓ -223,425 JSW Steel Ltd (Basic Materials)
Equity, Since 31 Dec 24 | JSWSTEEL2% ₹216 Cr 2,035,125
↓ -223,425 7. UTI Arbitrage Fund
CAGR/Annualized return of 6.8% since its launch. Ranked 8 in Arbitrage category. Return for 2024 was 7.7% , 2023 was 7.2% and 2022 was 4% . UTI Arbitrage Fund
Growth Launch Date 22 Jun 06 NAV (06 Jun 25) ₹34.9104 ↑ 0.02 (0.06 %) Net Assets (Cr) ₹6,899 on 30 Apr 25 Category Hybrid - Arbitrage AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.85 Sharpe Ratio 2.06 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.5%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,314 31 May 22 ₹10,695 31 May 23 ₹11,265 31 May 24 ₹12,139 31 May 25 ₹13,017 Returns for UTI Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 3.6% 1 Year 7.2% 3 Year 6.9% 5 Year 5.6% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.7% 2023 7.2% 2022 4% 2021 3.9% 2020 4.4% 2019 6.2% 2018 6.2% 2017 5.7% 2016 6.5% 2015 7.6% Fund Manager information for UTI Arbitrage Fund
Name Since Tenure Amit Sharma 2 Jul 18 6.92 Yr. Sharwan Kumar Goyal 1 Jan 21 4.41 Yr. Data below for UTI Arbitrage Fund as on 30 Apr 25
Asset Allocation
Asset Class Value Cash 98.51% Debt 1.65% Other 0.03% Equity Sector Allocation
Sector Value Financial Services 21.72% Basic Materials 7.72% Consumer Cyclical 7.03% Technology 5.56% Energy 5.19% Industrials 4.17% Health Care 3.77% Consumer Defensive 2.99% Communication Services 2.47% Utility 1.86% Real Estate 1.23% Debt Sector Allocation
Sector Value Cash Equivalent 74.04% Corporate 20.56% Government 5.57% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Money Market Dir Gr
Investment Fund | -15% ₹1,004 Cr 3,250,830
↑ 244,237 Future on ICICI Bank Ltd
Derivatives | -4% -₹307 Cr 2,138,500
↑ 116,900 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | ICICIBANK4% ₹305 Cr 2,138,500
↑ 116,900 Future on Reliance Industries Ltd
Derivatives | -4% -₹290 Cr 2,058,500
↓ -550,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE4% ₹289 Cr 2,058,500
↓ -550,500 Future on HDFC Bank Ltd
Derivatives | -4% -₹250 Cr 1,292,500
↑ 410,300 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK4% ₹249 Cr 1,292,500
↑ 410,300 Future on Bank of Baroda
Derivatives | -2% -₹161 Cr 6,435,000
↓ -207,675 Bank of Baroda (Financial Services)
Equity, Since 31 May 23 | 5321342% ₹161 Cr 6,435,000
↓ -207,675 Future on Infosys Ltd
Derivatives | -2% -₹160 Cr 1,063,200
↑ 401,600 8. IDFC Arbitrage Fund
CAGR/Annualized return of 6.6% since its launch. Ranked 17 in Arbitrage category. Return for 2024 was 7.5% , 2023 was 7.1% and 2022 was 4.1% . IDFC Arbitrage Fund
Growth Launch Date 21 Dec 06 NAV (06 Jun 25) ₹32.3333 ↑ 0.02 (0.06 %) Net Assets (Cr) ₹8,656 on 30 Apr 25 Category Hybrid - Arbitrage AMC IDFC Asset Management Company Limited Rating ☆ Risk Moderately Low Expense Ratio 1.06 Sharpe Ratio 1.52 Information Ratio 0 Alpha Ratio 0 Min Investment 100 Min SIP Investment 1,000 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,273 31 May 22 ₹10,630 31 May 23 ₹11,218 31 May 24 ₹12,066 31 May 25 ₹12,921 Returns for IDFC Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 3.5% 1 Year 7% 3 Year 6.8% 5 Year 5.4% 10 Year 15 Year Since launch 6.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 7.1% 2022 4.1% 2021 3.5% 2020 3.8% 2019 6.2% 2018 6.3% 2017 5.5% 2016 6.3% 2015 7.4% Fund Manager information for IDFC Arbitrage Fund
Name Since Tenure Harshal Joshi 20 Oct 16 8.62 Yr. Brijesh Shah 10 Jun 24 0.97 Yr. Ritika Behera 7 Oct 23 1.65 Yr. Gaurav Satra 7 Jun 24 0.98 Yr. Abhishek Jain 8 Mar 25 0.23 Yr. Data below for IDFC Arbitrage Fund as on 30 Apr 25
Asset Allocation
Asset Class Value Cash 87.02% Debt 13.13% Other 0.06% Equity Sector Allocation
Sector Value Financial Services 19.32% Basic Materials 7.65% Technology 7.41% Energy 6.36% Industrials 6.15% Consumer Cyclical 5.97% Consumer Defensive 4.97% Utility 3.2% Health Care 3.12% Communication Services 1.66% Real Estate 0.75% Debt Sector Allocation
Sector Value Cash Equivalent 76.46% Corporate 16.53% Government 7.17% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bandhan Money Manager Dir Gr
Investment Fund | -12% ₹1,000 Cr 231,688,763 Bandhan Low Duration Dir Gr
Investment Fund | -7% ₹642 Cr 164,309,770
↓ -47,115 Bandhan Ultra Short Term Dir Gr
Investment Fund | -5% ₹427 Cr 280,558,839
↑ 280,558,839 Future on Reliance Industries Ltd
Derivatives | -4% -₹348 Cr 2,471,000
↓ -249,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE4% ₹347 Cr 2,471,000
↓ -249,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFCBANK3% ₹265 Cr 1,377,200
↑ 115,500 Hdfc Bank Limited May 2025 Future
Derivatives | -3% -₹225 Cr 1,162,700
↑ 1,162,700 Future on ICICI Bank Ltd
Derivatives | -2% -₹208 Cr 1,451,800
↑ 635,600 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK2% ₹207 Cr 1,451,800
↑ 635,600 Future on IDFC First Bank Ltd
Derivatives | -2% -₹203 Cr 31,237,500
↑ 22,282,500 9. Aditya Birla Sun Life Arbitrage Fund
CAGR/Annualized return of 6.3% since its launch. Ranked 7 in Arbitrage category. Return for 2024 was 7.5% , 2023 was 7.1% and 2022 was 4.1% . Aditya Birla Sun Life Arbitrage Fund
Growth Launch Date 24 Jul 09 NAV (06 Jun 25) ₹26.4643 ↑ 0.02 (0.06 %) Net Assets (Cr) ₹15,896 on 30 Apr 25 Category Hybrid - Arbitrage AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.01 Sharpe Ratio 1.26 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-30 Days (0.5%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,295 31 May 22 ₹10,664 31 May 23 ₹11,243 31 May 24 ₹12,097 31 May 25 ₹12,958 Returns for Aditya Birla Sun Life Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.5% 3 Month 1.8% 6 Month 3.5% 1 Year 7% 3 Year 6.8% 5 Year 5.5% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 7.1% 2022 4.1% 2021 3.8% 2020 4.1% 2019 6.2% 2018 6% 2017 5.6% 2016 6.5% 2015 7.6% Fund Manager information for Aditya Birla Sun Life Arbitrage Fund
Name Since Tenure Lovelish Solanki 15 Dec 14 10.47 Yr. Mohit Sharma 3 Mar 25 0.24 Yr. Data below for Aditya Birla Sun Life Arbitrage Fund as on 30 Apr 25
Asset Allocation
Asset Class Value Cash 20.75% Equity 64.39% Debt 14.82% Other 0.05% Equity Sector Allocation
Sector Value Financial Services 17.76% Basic Materials 8.13% Energy 7.04% Industrials 6.3% Consumer Cyclical 6.03% Technology 4.84% Consumer Defensive 3.9% Communication Services 3.42% Health Care 3.23% Utility 2.58% Real Estate 1.18% Debt Sector Allocation
Sector Value Corporate 19.5% Cash Equivalent 11.19% Government 4.87% Credit Quality
Rating Value AA 4.58% AAA 95.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aditya BSL Money Mgr Dir Gr
Investment Fund | -10% ₹1,660 Cr 44,758,197 Aditya BSL FRF Dir Gr
Investment Fund | -8% ₹1,312 Cr 37,135,768 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE4% ₹625 Cr 4,450,500
↓ -457,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 24 | ICICIBANK2% ₹389 Cr 2,723,700
↑ 21,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5002952% ₹330 Cr 7,862,550
↑ 18,400 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | 5322152% ₹316 Cr 2,669,375
↑ 442,500 Infosys Ltd (Technology)
Equity, Since 31 Oct 23 | INFY2% ₹307 Cr 2,047,600
↑ 116,800 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | HDFCBANK2% ₹291 Cr 1,509,750
↓ -46,750 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Mar 25 | 5008251% ₹210 Cr 386,300
↑ 24,100 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M1% ₹209 Cr 714,525
↓ -87,500 10. Nippon India Arbitrage Fund
CAGR/Annualized return of 6.9% since its launch. Ranked 3 in Arbitrage category. Return for 2024 was 7.5% , 2023 was 7% and 2022 was 4.2% . Nippon India Arbitrage Fund
Growth Launch Date 14 Oct 10 NAV (06 Jun 25) ₹26.4359 ↑ 0.01 (0.03 %) Net Assets (Cr) ₹14,113 on 30 Apr 25 Category Hybrid - Arbitrage AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 1.07 Sharpe Ratio 0.86 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹10,296 31 May 22 ₹10,684 31 May 23 ₹11,261 31 May 24 ₹12,115 31 May 25 ₹12,945 Returns for Nippon India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jun 25 Duration Returns 1 Month 0.4% 3 Month 1.6% 6 Month 3.4% 1 Year 6.8% 3 Year 6.7% 5 Year 5.4% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 7% 2022 4.2% 2021 3.8% 2020 4.3% 2019 6.2% 2018 6.8% 2017 5.5% 2016 6.6% 2015 8.1% Fund Manager information for Nippon India Arbitrage Fund
Name Since Tenure Vikash Agarwal 14 Sep 24 0.71 Yr. Nemish Sheth 21 Mar 25 0.2 Yr. Rohit Shah 8 Apr 24 1.15 Yr. Data below for Nippon India Arbitrage Fund as on 30 Apr 25
Asset Allocation
Asset Class Value Cash 96.65% Debt 3.3% Other 0.05% Equity Sector Allocation
Sector Value Financial Services 20.04% Industrials 7.95% Basic Materials 7.27% Consumer Cyclical 5.7% Energy 5.63% Health Care 5.09% Consumer Defensive 4.99% Technology 4.98% Communication Services 3.91% Utility 2.02% Real Estate 1.07% Debt Sector Allocation
Sector Value Cash Equivalent 87.46% Corporate 8.6% Government 3.89% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India Money Market Dir Gr
Investment Fund | -12% ₹1,704 Cr 4,132,789 Nippon India Liquid Dir Gr
Investment Fund | -12% ₹1,684 Cr 2,653,349
↑ 1,341,760 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE4% ₹551 Cr 4,318,000
↓ -616,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK4% ₹493 Cr 3,655,400
↓ -529,900 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5322153% ₹426 Cr 3,865,000
↓ -1,173,750 Jio Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 24 | JIOFIN2% ₹343 Cr 15,082,650
↑ 4,227,300 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | ITC2% ₹280 Cr 6,830,400
↑ 302,400 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Jun 23 | HAL2% ₹252 Cr 604,200
↓ -264,750 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK2% ₹232 Cr 1,268,300
↑ 422,950 Infosys Ltd (Technology)
Equity, Since 31 Oct 23 | INFY2% ₹230 Cr 1,464,000
↑ 274,800
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Conclusion
Short-term investors should consider arbitrage funds, especially for their favourable tax treatment. However, these funds can not be a substitute for equity funds or debt funds. So, the next time you are looking for short-term investment options, think about arbitrage funds.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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