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7 بہترین ثالثی میوچل فنڈز 2022

Updated on October 17, 2025 , 36798 views

عام طور پر، ثالثی فنڈز میں سرمایہ کاری کرنے کے خواہشمند لوگ بہترین ثالثی فنڈز تلاش کرتے ہیں۔ لیکن ثالثی فنڈز کیا ہیں؟

ثالثی فنڈ ہندوستان میں ایک مقبول مختصر مدتی مالیاتی سرمایہ کاری ہے۔ ثالثی فنڈز ہیں۔باہمی چندہ جو نقد کے درمیان فرق کی قیمت کا فائدہ اٹھاتا ہے۔مارکیٹ اور مشتق مارکیٹ میوچل فنڈ ریٹرن پیدا کرنے کے لیے۔

Top 10 Arbitrage Funds

ثالثی فنڈز سے حاصل ہونے والے منافع کا انحصار اسٹاک مارکیٹ کے اتار چڑھاؤ پر ہوتا ہے۔ ثالثی میوچل فنڈز فطرت میں ہائبرڈ ہوتے ہیں اور زیادہ یا مستقل اتار چڑھاؤ کے وقت، یہ فنڈز سرمایہ کاروں کو نسبتاً خطرے سے پاک واپسی پیش کرتے ہیں۔ اس سے پہلےسرمایہ کاری ان فنڈز میں ثالثی فنڈز کے ٹیکس کو سمجھنا اور بہترین ثالثی فنڈز کو جاننا ضروری ہے۔

ثالثی فنڈز میں سرمایہ کاری کیوں؟

یہاں کے کچھ ہیںسرمایہ کاری کے فوائد ثالثی فنڈز میں:

1. نہ ہونے کے برابر خطرہ

ثالثی فنڈز 100% خطرے سے پاک نہیں ہوتے لیکن ان میں نہ ہونے کے برابر خطرہ ہوتا ہے۔ وہبینک مارکیٹوں میں ہونے والی غلط قیمتوں پر۔ یہ دیتا ہےسرمایہ کار دوسرے کے مقابلے میں ایک محفوظ آپشنمختصر مدت کے فنڈز چونکہ یہ فنڈز مارکیٹ کے اتار چڑھاؤ کے دوران بہتر منافع پیش کرتے ہیں۔

2. واپسی

یہ فنڈز عموماً لگائی گئی رقم کا تقریباً 7-9% واپسی دیتے ہیں۔ کے مقابلے میں یہ زیادہ ہے۔مائع فنڈز یا کم شرح والے ماحول میں مختصر مدت کے قرض فنڈز (جب RBI شرح کو کم کر رہا ہے)۔

Risk-in-Arbitrage-Funds

اس طرح، ثالثی فنڈز کو ایک منافع بخش سرمایہ کاری کا اختیار بنانا۔

3. سازگار ٹیکس

ان فنڈز میں سرمایہ کاری کا سب سے بڑا فائدہ ٹیکس کا علاج ہے۔ایکویٹی فنڈز طویل مدتی کو اپنی طرف متوجہ کریںسرمایہ فوائد. اگر منافع INR 1 لاکھ تک ہوتا ہے تو اس کا شمار ٹیکس فری کے تحت ہوتا ہے۔ INR 1 لاکھ سے زیادہ کے منافع پر 10% ٹیکس لاگو ہوتا ہے۔

ثالثی فنڈز ٹیکسیشن

جیسا کہ اوپر ذکر کیا گیا ہے، ان فنڈز پر احسن طریقے سے ٹیکس لگایا جاتا ہے۔ کہا جاتا ہے کہ وہ خیر کا مجموعہ ہیں۔قرض فنڈ ریٹرن اور ایکویٹی میوچل فنڈز کے ٹیکس کا علاج۔ اگر فنڈ کا 65% سے زیادہ ایکویٹی میں لگایا جاتا ہے، تو اسے ٹیکس کے لیے ایکویٹی فنڈ سمجھا جائے گا۔ بجٹ 2018 کے مطابق، ایکویٹی فنڈز لانگ ٹرم کیپیٹل گینز (LTCG) کو راغب کریں گے۔ طویل مدتی کے تحت سرمایہ کاروں پر 10% (بغیر اشاریہ کے) ٹیکس لگایا جائے گا۔سرمایہ حاصل ٹیکس INR 1 لاکھ تک کے منافع ٹیکس سے پاک ہیں۔ INR 1 لاکھ سے زیادہ کے منافع پر 10% ٹیکس لاگو ہوتا ہے۔ ایکویٹی سے قلیل مدتی سرمائے کا فائدہ 15% رعایتی شرح کو راغب کرتا ہے۔

لہذا، اگر آپ مختصر مدت کی سرمایہ کاری کرنے اور اس کے ساتھ ٹیکس کے فوائد حاصل کرنے کا منصوبہ بنا رہے ہیں، تو ثالثی فنڈز میں سرمایہ کاری کرنے پر غور کریں۔

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ٹاپ 7 آربیٹریج میوچل فنڈز 2022 - 2023

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
UTI Arbitrage Fund Growth ₹35.6435
↑ 0.03
₹9,1491.42.96.87.15.77.7
SBI Arbitrage Opportunities Fund Growth ₹34.3908
↑ 0.02
₹41,5521.42.96.77.25.97.5
Kotak Equity Arbitrage Fund Growth ₹38.0949
↑ 0.02
₹72,2741.42.86.77.25.97.8
ICICI Prudential Equity Arbitrage Fund Growth ₹34.8827
↑ 0.03
₹32,5931.42.86.775.77.6
Aditya Birla Sun Life Arbitrage Fund Growth ₹27.0042
↑ 0.02
₹23,5811.42.86.675.77.5
Invesco India Arbitrage Fund Growth ₹32.4474
↑ 0.02
₹25,1501.42.96.67.25.97.6
Edelweiss Arbitrage Fund Growth ₹19.7
↑ 0.01
₹15,9311.42.86.67.15.87.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Oct 25

Research Highlights & Commentary of 7 Funds showcased

CommentaryUTI Arbitrage FundSBI Arbitrage Opportunities FundKotak Equity Arbitrage FundICICI Prudential Equity Arbitrage FundAditya Birla Sun Life Arbitrage FundInvesco India Arbitrage FundEdelweiss Arbitrage Fund
Point 1Bottom quartile AUM (₹9,149 Cr).Upper mid AUM (₹41,552 Cr).Highest AUM (₹72,274 Cr).Upper mid AUM (₹32,593 Cr).Lower mid AUM (₹23,581 Cr).Lower mid AUM (₹25,150 Cr).Bottom quartile AUM (₹15,931 Cr).
Point 2Established history (19+ yrs).Established history (18+ yrs).Oldest track record among peers (20 yrs).Established history (18+ yrs).Established history (16+ yrs).Established history (18+ yrs).Established history (11+ yrs).
Point 3Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Top rated.
Point 4Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderately Low.Risk profile: Moderate.Risk profile: Moderate.Risk profile: Moderately Low.Risk profile: Moderately Low.
Point 55Y return: 5.75% (lower mid).5Y return: 5.89% (upper mid).5Y return: 5.92% (top quartile).5Y return: 5.74% (bottom quartile).5Y return: 5.69% (bottom quartile).5Y return: 5.88% (upper mid).5Y return: 5.77% (lower mid).
Point 63Y return: 7.12% (lower mid).3Y return: 7.20% (upper mid).3Y return: 7.22% (top quartile).3Y return: 7.05% (bottom quartile).3Y return: 7.00% (bottom quartile).3Y return: 7.16% (upper mid).3Y return: 7.06% (lower mid).
Point 71Y return: 6.77% (top quartile).1Y return: 6.75% (upper mid).1Y return: 6.71% (upper mid).1Y return: 6.69% (lower mid).1Y return: 6.64% (lower mid).1Y return: 6.63% (bottom quartile).1Y return: 6.61% (bottom quartile).
Point 81M return: 0.61% (top quartile).1M return: 0.59% (lower mid).1M return: 0.59% (lower mid).1M return: 0.59% (upper mid).1M return: 0.59% (bottom quartile).1M return: 0.60% (upper mid).1M return: 0.59% (bottom quartile).
Point 9Alpha: 0.00 (top quartile).Alpha: 0.00 (upper mid).Alpha: 0.00 (upper mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (lower mid).Alpha: 0.00 (bottom quartile).Alpha: -0.22 (bottom quartile).
Point 10Sharpe: 1.12 (top quartile).Sharpe: 0.87 (lower mid).Sharpe: 1.09 (upper mid).Sharpe: 0.92 (upper mid).Sharpe: 0.88 (lower mid).Sharpe: 0.77 (bottom quartile).Sharpe: 0.64 (bottom quartile).

UTI Arbitrage Fund

  • Bottom quartile AUM (₹9,149 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 5Y return: 5.75% (lower mid).
  • 3Y return: 7.12% (lower mid).
  • 1Y return: 6.77% (top quartile).
  • 1M return: 0.61% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.12 (top quartile).

SBI Arbitrage Opportunities Fund

  • Upper mid AUM (₹41,552 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 5Y return: 5.89% (upper mid).
  • 3Y return: 7.20% (upper mid).
  • 1Y return: 6.75% (upper mid).
  • 1M return: 0.59% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.87 (lower mid).

Kotak Equity Arbitrage Fund

  • Highest AUM (₹72,274 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 5Y return: 5.92% (top quartile).
  • 3Y return: 7.22% (top quartile).
  • 1Y return: 6.71% (upper mid).
  • 1M return: 0.59% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.09 (upper mid).

ICICI Prudential Equity Arbitrage Fund

  • Upper mid AUM (₹32,593 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 5Y return: 5.74% (bottom quartile).
  • 3Y return: 7.05% (bottom quartile).
  • 1Y return: 6.69% (lower mid).
  • 1M return: 0.59% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.92 (upper mid).

Aditya Birla Sun Life Arbitrage Fund

  • Lower mid AUM (₹23,581 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 5Y return: 5.69% (bottom quartile).
  • 3Y return: 7.00% (bottom quartile).
  • 1Y return: 6.64% (lower mid).
  • 1M return: 0.59% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.88 (lower mid).

Invesco India Arbitrage Fund

  • Lower mid AUM (₹25,150 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 5Y return: 5.88% (upper mid).
  • 3Y return: 7.16% (upper mid).
  • 1Y return: 6.63% (bottom quartile).
  • 1M return: 0.60% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.77 (bottom quartile).

Edelweiss Arbitrage Fund

  • Bottom quartile AUM (₹15,931 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 5Y return: 5.77% (lower mid).
  • 3Y return: 7.06% (lower mid).
  • 1Y return: 6.61% (bottom quartile).
  • 1M return: 0.59% (bottom quartile).
  • Alpha: -0.22 (bottom quartile).
  • Sharpe: 0.64 (bottom quartile).

*نیچے ترتیب دیئے گئے ثالثی فنڈز کی فہرست ہے۔آخری 1 سال کی واپسی اور AUM> 100 کروڑ ہونا.

1. UTI Arbitrage Fund

(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.

Research Highlights for UTI Arbitrage Fund

  • Bottom quartile AUM (₹9,149 Cr).
  • Established history (19+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately Low.
  • 5Y return: 5.75% (lower mid).
  • 3Y return: 7.12% (lower mid).
  • 1Y return: 6.77% (top quartile).
  • 1M return: 0.61% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 1.12 (top quartile).
  • Information ratio: 0.00 (top quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Conservative stance with elevated cash (~90%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding UTI Money Market Dir Gr (~17.3%).

Below is the key information for UTI Arbitrage Fund

UTI Arbitrage Fund
Growth
Launch Date 22 Jun 06
NAV (17 Oct 25) ₹35.6435 ↑ 0.03   (0.07 %)
Net Assets (Cr) ₹9,149 on 31 Aug 25
Category Hybrid - Arbitrage
AMC UTI Asset Management Company Ltd
Rating
Risk Moderately Low
Expense Ratio 0.78
Sharpe Ratio 1.12
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹10,391
30 Sep 22₹10,753
30 Sep 23₹11,494
30 Sep 24₹12,359
30 Sep 25₹13,190

UTI Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for UTI Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25

DurationReturns
1 Month 0.6%
3 Month 1.4%
6 Month 2.9%
1 Year 6.8%
3 Year 7.1%
5 Year 5.7%
10 Year
15 Year
Since launch 6.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Amit Sharma2 Jul 187.17 Yr.
Sharwan Kumar Goyal1 Jan 214.67 Yr.

Data below for UTI Arbitrage Fund as on 31 Aug 25

Asset Allocation
Asset ClassValue
Cash90.43%
Equity4.69%
Debt4.82%
Other0.05%
Equity Sector Allocation
SectorValue
Financial Services25.39%
Consumer Cyclical7.19%
Basic Materials6.15%
Energy4.62%
Consumer Defensive4.46%
Technology4.43%
Industrials4.05%
Health Care3.76%
Communication Services2.98%
Utility1.6%
Real Estate1.03%
Debt Sector Allocation
SectorValue
Cash Equivalent71.82%
Corporate16.99%
Government6.44%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
UTI Money Market Dir Gr
Investment Fund | -
17%₹1,583 Cr5,006,634
↑ 794,448
ICICI Bank Ltd.
Debentures | -
4%-₹405 Cr2,878,400
↑ 2,875,600
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | ICICIBANK
4%₹403 Cr2,883,300
↑ 366,100
Future on HDFC Bank Ltd
Derivatives | -
4%-₹397 Cr4,145,900
↑ 2,209,900
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
4%₹395 Cr4,145,900
↑ 273,900
Future on Reliance Industries Ltd
Derivatives | -
4%-₹359 Cr2,631,000
↑ 387,500
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE
4%₹357 Cr2,631,000
↑ 387,500
Future on State Bank of India
Derivatives | -
3%-₹290 Cr3,606,000
↑ 147,000
State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN
3%₹289 Cr3,606,000
↑ 147,000
Future on Axis Bank Ltd
Derivatives | -
3%-₹289 Cr2,748,125
↑ 465,625

2. SBI Arbitrage Opportunities Fund

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.

Research Highlights for SBI Arbitrage Opportunities Fund

  • Upper mid AUM (₹41,552 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 5Y return: 5.89% (upper mid).
  • 3Y return: 7.20% (upper mid).
  • 1Y return: 6.75% (upper mid).
  • 1M return: 0.59% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.87 (lower mid).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Conservative stance with elevated cash (~83%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding SBI Savings Dir Gr (~7.9%).

Below is the key information for SBI Arbitrage Opportunities Fund

SBI Arbitrage Opportunities Fund
Growth
Launch Date 3 Nov 06
NAV (17 Oct 25) ₹34.3908 ↑ 0.02   (0.07 %)
Net Assets (Cr) ₹41,552 on 31 Aug 25
Category Hybrid - Arbitrage
AMC SBI Funds Management Private Limited
Rating
Risk Moderately Low
Expense Ratio 0.95
Sharpe Ratio 0.87
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹10,354
30 Sep 22₹10,790
30 Sep 23₹11,581
30 Sep 24₹12,434
30 Sep 25₹13,270

SBI Arbitrage Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for SBI Arbitrage Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25

DurationReturns
1 Month 0.6%
3 Month 1.4%
6 Month 2.9%
1 Year 6.7%
3 Year 7.2%
5 Year 5.9%
10 Year
15 Year
Since launch 6.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Neeraj Kumar5 Oct 1212.92 Yr.
Ardhendu Bhattacharya27 Dec 240.68 Yr.

Data below for SBI Arbitrage Opportunities Fund as on 31 Aug 25

Asset Allocation
Asset ClassValue
Cash83.35%
Equity5.53%
Debt11.08%
Other0.04%
Equity Sector Allocation
SectorValue
Financial Services26.81%
Consumer Cyclical6.26%
Technology5.62%
Industrials5.61%
Basic Materials5.28%
Energy4.78%
Consumer Defensive4.13%
Health Care3.74%
Utility2.76%
Communication Services2.36%
Real Estate1.36%
Debt Sector Allocation
SectorValue
Cash Equivalent76.96%
Corporate13.87%
Government3.6%
Credit Quality
RatingValue
AA0.54%
AAA99.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
SBI Savings Dir Gr
Investment Fund | -
8%₹3,273 Cr726,722,883
Future on HDFC Bank Ltd
Derivatives | -
6%-₹2,502 Cr26,116,200
↑ 14,020,050
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
6%₹2,485 Cr26,116,200
↑ 1,923,900
ICICI Bank Ltd.
Debentures | -
5%-₹1,904 Cr13,541,500
↑ 13,540,800
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | ICICIBANK
5%₹1,900 Cr13,592,600
↑ 4,109,700
Future on Axis Bank Ltd
Derivatives | -
3%-₹1,341 Cr12,742,500
↑ 1,562,500
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | AXISBANK
3%₹1,332 Cr12,742,500
↑ 1,562,500
SBI Liquid Dir Gr
Investment Fund | -
3%₹1,112 Cr2,671,146
Future on State Bank of India
Derivatives | -
3%-₹1,097 Cr13,614,750
↓ -243,750
State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN
3%₹1,093 Cr13,614,750
↓ -243,750

3. Kotak Equity Arbitrage Fund

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

Research Highlights for Kotak Equity Arbitrage Fund

  • Highest AUM (₹72,274 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately Low.
  • 5Y return: 5.92% (top quartile).
  • 3Y return: 7.22% (top quartile).
  • 1Y return: 6.71% (upper mid).
  • 1M return: 0.59% (lower mid).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 1.09 (upper mid).
  • Information ratio: 0.00 (upper mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Conservative stance with elevated cash (~95%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Kotak Money Market Dir Gr (~12.1%).

Below is the key information for Kotak Equity Arbitrage Fund

Kotak Equity Arbitrage Fund
Growth
Launch Date 29 Sep 05
NAV (17 Oct 25) ₹38.0949 ↑ 0.02   (0.07 %)
Net Assets (Cr) ₹72,274 on 31 Aug 25
Category Hybrid - Arbitrage
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk Moderately Low
Expense Ratio 0.97
Sharpe Ratio 1.09
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹10,391
30 Sep 22₹10,805
30 Sep 23₹11,578
30 Sep 24₹12,463
30 Sep 25₹13,297

Kotak Equity Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Kotak Equity Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25

DurationReturns
1 Month 0.6%
3 Month 1.4%
6 Month 2.8%
1 Year 6.7%
3 Year 7.2%
5 Year 5.9%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Hiten Shah3 Oct 195.92 Yr.

Data below for Kotak Equity Arbitrage Fund as on 31 Aug 25

Asset Allocation
Asset ClassValue
Cash95.34%
Debt5.01%
Other0.06%
Equity Sector Allocation
SectorValue
Financial Services25.5%
Consumer Cyclical8.92%
Basic Materials7.73%
Industrials7.11%
Energy5.07%
Technology4.98%
Health Care4.28%
Consumer Defensive3.88%
Utility2.91%
Communication Services2.78%
Real Estate1.31%
Debt Sector Allocation
SectorValue
Cash Equivalent84.07%
Corporate11.59%
Government4.7%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kotak Money Market Dir Gr
Investment Fund | -
12%₹8,728 Cr19,019,269
↑ 1,311,881
Kotak Savings Fund Dir Gr
Investment Fund | -
5%₹3,606 Cr794,103,737
↓ -55,124,361
Kotak Liquid Dir Gr
Investment Fund | -
5%₹3,602 Cr6,696,745
↑ 6,696,745
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK
4%₹2,971 Cr31,224,600
↑ 5,531,900
Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE
4%₹2,595 Cr19,122,500
↑ 196,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 19 | ICICIBANK
3%₹2,410 Cr17,243,100
↑ 4,772,600
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | AXISBANK
3%₹2,340 Cr22,388,750
↑ 3,681,875
RELIANCE INDUSTRIES LTD.-SEP2025
Derivatives | -
3%-₹2,215 Cr16,233,500
↑ 15,508,500
Axis Bank Ltd.-SEP2025
Derivatives | -
3%-₹2,045 Cr19,436,875
↑ 19,366,250
ICICI Bank Ltd.-SEP2025
Derivatives | -
3%-₹1,825 Cr12,974,500
↑ 12,949,300

4. ICICI Prudential Equity Arbitrage Fund

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.

Research Highlights for ICICI Prudential Equity Arbitrage Fund

  • Upper mid AUM (₹32,593 Cr).
  • Established history (18+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderate.
  • 5Y return: 5.74% (bottom quartile).
  • 3Y return: 7.05% (bottom quartile).
  • 1Y return: 6.69% (lower mid).
  • 1M return: 0.59% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.92 (upper mid).
  • Information ratio: 0.00 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Conservative stance with elevated cash (~98%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding ICICI Pru Money Market Dir Gr (~15.0%).

Below is the key information for ICICI Prudential Equity Arbitrage Fund

ICICI Prudential Equity Arbitrage Fund
Growth
Launch Date 30 Dec 06
NAV (17 Oct 25) ₹34.8827 ↑ 0.03   (0.08 %)
Net Assets (Cr) ₹32,593 on 31 Aug 25
Category Hybrid - Arbitrage
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderate
Expense Ratio 0.9
Sharpe Ratio 0.92
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹10,383
30 Sep 22₹10,765
30 Sep 23₹11,512
30 Sep 24₹12,359
30 Sep 25₹13,182

ICICI Prudential Equity Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for ICICI Prudential Equity Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25

DurationReturns
1 Month 0.6%
3 Month 1.4%
6 Month 2.8%
1 Year 6.7%
3 Year 7%
5 Year 5.7%
10 Year
15 Year
Since launch 6.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Nikhil Kabra29 Dec 204.68 Yr.
Sharmila D’mello31 Jul 223.09 Yr.
Darshil Dedhia13 Sep 240.97 Yr.
Ajaykumar Solanki23 Aug 241.02 Yr.
Archana Nair1 Feb 241.58 Yr.

Data below for ICICI Prudential Equity Arbitrage Fund as on 31 Aug 25

Asset Allocation
Asset ClassValue
Cash97.9%
Debt2.45%
Other0.03%
Equity Sector Allocation
SectorValue
Financial Services22.78%
Consumer Cyclical8.84%
Energy7.85%
Industrials6.16%
Basic Materials5.39%
Technology5.31%
Communication Services5.16%
Health Care4.53%
Utility3.61%
Consumer Defensive3.53%
Real Estate1.25%
Debt Sector Allocation
SectorValue
Cash Equivalent84.42%
Corporate11.48%
Government4.45%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Pru Money Market Dir Gr
Investment Fund | -
15%₹4,877 Cr125,374,734
Future on HDFC Bank Ltd
Derivatives | -
5%-₹1,757 Cr18,317,200
↑ 10,599,050
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | HDFCBANK
5%₹1,743 Cr18,317,200
↑ 2,880,900
Future on Bharti Airtel Ltd
Derivatives | -
4%-₹1,323 Cr6,963,975
↑ 1,172,300
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 23 | BHARTIARTL
4%₹1,315 Cr6,963,975
↑ 1,172,300
Future on Reliance Industries Ltd
Derivatives | -
4%-₹1,241 Cr9,094,000
↓ -698,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹1,234 Cr9,094,000
↓ -698,000
Future on Tata Consultancy Services Ltd
Derivatives | -
3%-₹845 Cr2,724,225
↓ -168,350
Future on Axis Bank Ltd
Derivatives | -
3%-₹842 Cr8,006,250
↑ 1,510,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 20 | TCS
3%₹840 Cr2,724,225
↓ -168,350

5. Aditya Birla Sun Life Arbitrage Fund

(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).

Research Highlights for Aditya Birla Sun Life Arbitrage Fund

  • Lower mid AUM (₹23,581 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderate.
  • 5Y return: 5.69% (bottom quartile).
  • 3Y return: 7.00% (bottom quartile).
  • 1Y return: 6.64% (lower mid).
  • 1M return: 0.59% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.88 (lower mid).
  • Information ratio: 0.00 (lower mid).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Conservative stance with elevated cash (~90%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Aditya BSL Money Mgr Dir Gr (~10.4%).

Below is the key information for Aditya Birla Sun Life Arbitrage Fund

Aditya Birla Sun Life Arbitrage Fund
Growth
Launch Date 24 Jul 09
NAV (17 Oct 25) ₹27.0042 ↑ 0.02   (0.06 %)
Net Assets (Cr) ₹23,581 on 31 Aug 25
Category Hybrid - Arbitrage
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderate
Expense Ratio 1.01
Sharpe Ratio 0.88
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹10,383
30 Sep 22₹10,747
30 Sep 23₹11,484
30 Sep 24₹12,328
30 Sep 25₹13,143

Aditya Birla Sun Life Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Aditya Birla Sun Life Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25

DurationReturns
1 Month 0.6%
3 Month 1.4%
6 Month 2.8%
1 Year 6.6%
3 Year 7%
5 Year 5.7%
10 Year
15 Year
Since launch 6.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Lovelish Solanki15 Dec 1410.72 Yr.
Mohit Sharma3 Mar 250.5 Yr.

Data below for Aditya Birla Sun Life Arbitrage Fund as on 31 Aug 25

Asset Allocation
Asset ClassValue
Cash90.19%
Debt10.13%
Other0.04%
Equity Sector Allocation
SectorValue
Financial Services22.41%
Consumer Cyclical9.19%
Basic Materials6.44%
Energy6.31%
Industrials5.86%
Consumer Defensive4.61%
Technology4.46%
Health Care3.75%
Communication Services3.45%
Utility2.93%
Real Estate1.29%
Debt Sector Allocation
SectorValue
Cash Equivalent81.74%
Corporate13.32%
Government5.26%
Credit Quality
RatingValue
AA7.88%
AAA92.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya BSL Money Mgr Dir Gr
Investment Fund | -
10%₹2,460 Cr64,799,248
↑ 3,965,287
Aditya BSL FRF Dir Gr
Investment Fund | -
6%₹1,344 Cr37,135,768
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE
4%₹1,022 Cr7,529,500
↑ 1,492,500
Reliance_(30/09/2025)
Derivatives | -
4%-₹922 Cr6,756,000
↑ 6,162,000
Future on ICICI Bank Ltd
Derivatives | -
3%-₹806 Cr5,705,525
↑ 1,197,525
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 24 | ICICIBANK
3%₹788 Cr5,635,000
↑ 1,127,000
Future on HDFC Bank Ltd
Derivatives | -
3%-₹753 Cr7,841,900
↑ 4,868,050
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | HDFCBANK
3%₹746 Cr7,841,900
↑ 1,894,200
Future on Eternal Ltd
Derivatives | -
3%-₹596 Cr18,861,650
↑ 15,224,150
Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | 543320
3%₹592 Cr18,861,650
↑ 15,224,150

6. Invesco India Arbitrage Fund

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.

Research Highlights for Invesco India Arbitrage Fund

  • Lower mid AUM (₹25,150 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately Low.
  • 5Y return: 5.88% (upper mid).
  • 3Y return: 7.16% (upper mid).
  • 1Y return: 6.63% (bottom quartile).
  • 1M return: 0.60% (upper mid).
  • Alpha: 0.00 (bottom quartile).
  • Sharpe: 0.77 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).
  • Top sector: Financial Services.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Conservative stance with elevated cash (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Invesco India Liquid Dir Gr (~7.8%).

Below is the key information for Invesco India Arbitrage Fund

Invesco India Arbitrage Fund
Growth
Launch Date 30 Apr 07
NAV (17 Oct 25) ₹32.4474 ↑ 0.02   (0.07 %)
Net Assets (Cr) ₹25,150 on 31 Aug 25
Category Hybrid - Arbitrage
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately Low
Expense Ratio 1.06
Sharpe Ratio 0.77
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹10,352
30 Sep 22₹10,794
30 Sep 23₹11,580
30 Sep 24₹12,446
30 Sep 25₹13,267

Invesco India Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Invesco India Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25

DurationReturns
1 Month 0.6%
3 Month 1.4%
6 Month 2.9%
1 Year 6.6%
3 Year 7.2%
5 Year 5.9%
10 Year
15 Year
Since launch 6.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Deepak Gupta11 Nov 213.81 Yr.
Kuber Mannadi1 Sep 223 Yr.

Data below for Invesco India Arbitrage Fund as on 31 Aug 25

Asset Allocation
Asset ClassValue
Cash96.83%
Debt3.55%
Other0.04%
Equity Sector Allocation
SectorValue
Financial Services23.81%
Consumer Cyclical7.32%
Energy7.27%
Industrials6.55%
Technology6.19%
Basic Materials5.72%
Health Care4.46%
Utility3.28%
Consumer Defensive3.13%
Real Estate2.44%
Communication Services2.42%
Debt Sector Allocation
SectorValue
Cash Equivalent92.7%
Corporate5.6%
Government2.09%
Credit Quality
RatingValue
AA6.85%
AAA93.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Invesco India Liquid Dir Gr
Investment Fund | -
8%₹1,954 Cr5,349,341
↑ 1,373,671
Invesco India Money Market Dir Gr
Investment Fund | -
6%₹1,607 Cr5,036,904
Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 22 | RELIANCE
4%₹1,036 Cr7,631,500
↑ 464,500
Future on Reliance Chemotex Industries Ltd
Derivatives | -
4%-₹950 Cr6,963,500
↑ 6,685,500
Future on Axis Bank Ltd
Derivatives | -
3%-₹867 Cr8,239,375
↑ 2,385,625
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | AXISBANK
3%₹861 Cr8,239,375
↑ 2,385,625
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK
3%₹746 Cr5,335,400
↑ 1,533,000
Icici Bank Limited September 2025 Future
Derivatives | -
3%-₹729 Cr5,184,200
↑ 5,183,500
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK
3%₹711 Cr7,467,900
↑ 1,882,100
Hdfc Bank Limited September 2025 Future
Derivatives | -
3%-₹689 Cr7,192,900
↑ 7,192,900

7. Edelweiss Arbitrage Fund

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.

Research Highlights for Edelweiss Arbitrage Fund

  • Bottom quartile AUM (₹15,931 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately Low.
  • 5Y return: 5.77% (lower mid).
  • 3Y return: 7.06% (lower mid).
  • 1Y return: 6.61% (bottom quartile).
  • 1M return: 0.59% (bottom quartile).
  • Alpha: -0.22 (bottom quartile).
  • Sharpe: 0.64 (bottom quartile).
  • Information ratio: -1.13 (bottom quartile).
  • Top sector: Financial Services.
  • Top bond sector: Cash Equivalent.
  • Conservative stance with elevated cash (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Edelweiss Liquid Dir Gr (~8.6%).

Below is the key information for Edelweiss Arbitrage Fund

Edelweiss Arbitrage Fund
Growth
Launch Date 27 Jun 14
NAV (17 Oct 25) ₹19.7 ↑ 0.01   (0.07 %)
Net Assets (Cr) ₹15,931 on 31 Aug 25
Category Hybrid - Arbitrage
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately Low
Expense Ratio 1.07
Sharpe Ratio 0.64
Information Ratio -1.13
Alpha Ratio -0.22
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.

DateValue
30 Sep 20₹10,000
30 Sep 21₹10,372
30 Sep 22₹10,773
30 Sep 23₹11,524
30 Sep 24₹12,380
30 Sep 25₹13,196

Edelweiss Arbitrage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹349,120.
Net Profit of ₹49,120
Invest Now

Returns for Edelweiss Arbitrage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Oct 25

DurationReturns
1 Month 0.6%
3 Month 1.4%
6 Month 2.8%
1 Year 6.6%
3 Year 7.1%
5 Year 5.8%
10 Year
15 Year
Since launch 6.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Bhavesh Jain27 Jun 1411.19 Yr.
Rahul Dedhia1 Aug 241.08 Yr.
Amit Vora6 Nov 240.82 Yr.
Pranavi Kulkarni1 Jul 241.17 Yr.

Data below for Edelweiss Arbitrage Fund as on 31 Aug 25

Asset Allocation
Asset ClassValue
Cash96.68%
Debt3.64%
Other0.03%
Equity Sector Allocation
SectorValue
Financial Services23.33%
Basic Materials7.26%
Energy6.35%
Technology6.29%
Consumer Cyclical5.82%
Industrials5.21%
Health Care4.49%
Consumer Defensive4.24%
Utility4.11%
Communication Services3.59%
Real Estate0.95%
Debt Sector Allocation
SectorValue
Cash Equivalent88.44%
Corporate7.09%
Government4.79%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Edelweiss Liquid Dir Gr
Investment Fund | -
9%₹1,371 Cr3,982,934
↑ 872,216
Future on HDFC Bank Ltd
Derivatives | -
4%-₹614 Cr6,409,700
↑ 3,484,800
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | HDFCBANK
4%₹610 Cr6,409,700
↑ 559,900
Future on Reliance Industries Ltd
Derivatives | -
3%-₹551 Cr4,038,500
↓ -44,500
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE
3%₹548 Cr4,038,500
↓ -44,500
Future on Axis Bank Ltd
Derivatives | -
3%-₹467 Cr4,438,750
↑ 1,036,875
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 21 | AXISBANK
3%₹464 Cr4,438,750
↑ 1,036,875
Edelweiss Money Market Dir Gr
Investment Fund | -
3%₹421 Cr132,665,055
Future on Bharti Airtel Ltd
Derivatives | -
2%-₹290 Cr1,525,225
↑ 10,450
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL
2%₹288 Cr1,525,225
↑ 10,450

ایک سرمایہ کار کے طور پر غور کرنے کی چیزیں

1. خطرہ

چونکہ سٹاک ایکسچینج میں تجارت ہوتی ہے، اس لیے ان فنڈز میں کوئی بھی فریق مخالف خطرہ نہیں ہوتا۔ اگرچہ فنڈ مینیجر نقد اور فیوچر مارکیٹ میں حصص کی خرید و فروخت کر رہا ہے، لیکن ایکویٹی میں کوئی خطرہ نہیں ہے جیسا کہ دیگر متنوع ایکویٹی میوچل فنڈز کا معاملہ ہے۔ اگرچہ سواری ہموار لگ رہی ہے، ان فنڈز کے ساتھ زیادہ آرام دہ نہ ہوں۔ جیسے جیسے زیادہ لوگ ثالثی فنڈز میں تجارت شروع کرتے ہیں، ثالثی کے زیادہ مواقع دستیاب نہیں ہوں گے۔ نقد اور مستقبل کی مارکیٹ کی قیمتوں کے درمیان پھیلاؤ کم ہو جائے گا، جس سے ثالثی پر توجہ مرکوز کرنے والے سرمایہ کاروں کے لیے بہت کم رہ جائے گا۔

2. واپسی

ثالثی فنڈز ان لوگوں کے لیے معقول منافع کمانے کا ایک اچھا موقع ہو سکتا ہے جو اسے سمجھ سکتے ہیں اور پھر اس سے زیادہ سے زیادہ فائدہ اٹھا سکتے ہیں۔ فنڈ مینیجر ایک پیدا کرنے کی کوشش کرتا ہے۔الفا مارکیٹوں میں قیمت کے فرق کا استعمال کرتے ہوئے. تاریخی طور پر، ثالثی فنڈز میں ریٹرن دینے کے لیے پائے گئے ہیں۔رینج 5-10 سال کی مدت میں 7%-8%۔ اگر آپ کسی ایسے پورٹ فولیو کے ذریعے اعتدال پسند منافع کمانے کے خواہاں ہیں جس میں ایک غیر مستحکم مارکیٹ میں قرض اور ایکویٹی کا بہترین امتزاج ہے، تو ثالثی فنڈز آپ کی چیز ہو سکتی ہے۔ تاہم، آپ کو ایک بات ذہن میں رکھنے کی ضرورت ہے کہ ثالثی فنڈز میں کوئی ضمانت شدہ واپسی نہیں ہے۔

3. لاگت

ثالثی فنڈز کا جائزہ لیتے وقت لاگت ایک اہم غور و فکر بن جاتی ہے۔ یہ فنڈز ایک سالانہ فیس وصول کرتے ہیں جسے اخراجات کا تناسب کہا جاتا ہے جسے فنڈ کے اثاثوں کے فیصد کے طور پر ظاہر کیا جاتا ہے۔ اس میں فنڈ مینیجر کی فیس اور فنڈ مینجمنٹ چارجز شامل ہیں۔ متواتر ٹریڈنگ کی وجہ سے، ثالثی فنڈز لین دین کے بھاری اخراجات اٹھائیں گے اور اس کا ٹرن اوور کا تناسب بہت زیادہ ہے۔ مزید برآں، فنڈ 30 سے 60 دنوں کی مدت کے لیے ایگزٹ بوجھ لگا سکتا ہے تاکہ سرمایہ کاروں کو جلد باہر نکلنے سے روکا جا سکے۔ یہ تمام اخراجات فنڈ کے اخراجات کے تناسب میں اضافے کا باعث بن سکتے ہیں۔ اعلی اخراجات کا تناسب آپ کے گھر لے جانے کی واپسی پر نیچے کی طرف دباؤ ڈالتا ہے۔

4. سرمایہ کاری افق

ثالثی فنڈز ان سرمایہ کاروں کے لیے موزوں ہو سکتے ہیں جن کے پاس 3 سے 5 سال کی مختصر سے درمیانی مدت کا افق ہو۔ چونکہ یہ فنڈز ایگزٹ بوجھ وصول کرتے ہیں، آپ ان پر صرف اس وقت غور کر سکتے ہیں جب آپ کم از کم 3-6 ماہ کی مدت تک سرمایہ کاری کرنے کے لیے تیار ہوں۔ ایک ہی وقت میں، آپ کو یہ سمجھنے کی ضرورت ہے کہ فنڈ کی واپسی بہت زیادہ اتار چڑھاؤ کے وجود پر منحصر ہے۔ لہذا، یکمشت سرمایہ کاری کا انتخاب کرنا معنی خیز ہوگا۔منظم سرمایہ کاری کا منصوبہ (SIPs)۔ اتار چڑھاؤ کی غیر موجودگی میں، مائع فنڈز اسی سرمایہ کاری کے افق پر ثالثی فنڈز سے بہتر منافع دے سکتے ہیں۔ لہذا، آپ کو ثالثی فنڈز کا انتخاب کرتے وقت مارکیٹ کے مجموعی منظر نامے کو ذہن میں رکھنے کی ضرورت ہے۔

5. مالی اہداف

اگر آپ کے پاس مختصر سے درمیانی مدت ہے۔مالی اہداف، پھر ثالثی فنڈز آپ کی چیز ہیں۔ ریگولر سیونگ بینک اکاؤنٹ کے بجائے، آپ ایمرجنسی فنڈ بنانے اور ان پر زیادہ منافع حاصل کرنے کے لیے اضافی فنڈز کو پارک کرنے کے لیے ان فنڈز کا استعمال کر سکتے ہیں۔ اگر آپ نے پہلے ہی خطرے والے ہیونس ایکویٹی فنڈز میں سرمایہ کاری کی ہے، تو آپ ایک شروع کر سکتے ہیں۔منظم منتقلی کا منصوبہ (STP) ایکویٹی فنڈز سے کم خطرناک پناہ گاہ جیسے ثالثی فنڈز تک جب آپ مالی ہدف کی تکمیل کے قریب پہنچتے ہیں۔ یہ آپ کے پورٹ فولیو کو مجموعی طور پر کم کر دے گا۔رسک پروفائل لیکن ایک ہی وقت میں واپسی کو بھی کم. آپ ثالثی فنڈز میں دوہرے ہندسے کے منافع حاصل کرنے کی توقع نہیں کر سکتے۔

آربٹریج فنڈز میں آن لائن سرمایہ کاری کیسے کی جائے؟

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یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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