An open ended scheme investing in arbitrage opportunities
For Redemption/switch out – of up to 10% of the initial units allotted -within 30 days from the date of allotment : Nil
Any Redemption/Switch out – in excess of the above mentioned limit would be subject to an exit load of 0.50%, if the units are switched out within 30 days from the date of allotment of units
If the units are redeemed/switched out after 30 days from the date of allotment of units : Nil
To generate income through arbitrage opportunities between cash and derivative segments of the equity market and arbitrage opportunities within the derivative segment and by deployment of surplus cash in debt securities and money market instruments. However, there is no assurance or guarantee that the investment objective of the scheme will be realized.
Around 14 years of experience, including 9 years in mutual fund industry.
An open ended scheme investing in arbitrage opportunities between cash and futures prices of exchange traded equities
Suitable for investors with an investment horizon of 3 to 6 months
Enjoys similar risk-return profile as liquid fund with tax advantage of an equity fund – Opportunity for Superior post tax returns as compared to a Liquid Fund
All positions are completely hedged No directional exposure to equity markets; hence Arbitrage Funds carry no Market Risk
This product is suitable for investors who are seeking*:
Income through arbitrage opportunities between cash and derivative segments of the equity market and arbitrage opportunities within the derivative segment.
*Investor should consult their financial advisor if they are not clear about the suitability of the product.
Those who want to leverage market inefficiencies
Retail / HNIs / Cash Rich Corporates looking for short term deployment of surplus funds
Those looking for investment opportunities that provide risk-return profile like liquid fund along with tax advantages of an equity fund
Investors seeking higher post tax returns than Liquid and Ultra Short Term Funds
Investing in arbitrage between cash and futures market
Timely unwind existing trades & enter new trades to enhance portfolio returns
MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.