Old Bridge Arbitrage IDCW Payout Direct Plan
SIP amount
Min. ₹2,500
Lumpsum amount
Min. ₹5,000

Old Bridge Arbitrage IDCW Payout Direct Plan

NAV
₹10.2315
+0.00%
(17 Mar)
AUM
125 Cr
TER
0.14%
Risk
Low Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+7.1%
+6.9%
+6.9%
+6.9%
+6.4%
NA
3Y
+7.8%
+7.8%
+7.8%
+7.8%
+7.1%
NA
5Y
+6.8%
+6.8%
+6.8%
+6.8%
+6.0%
NA
ALL
+6.5%
+7.0%
+7.0%
+7.0%
+6.8%
+2.3%
VOL
1.1%
2.4%
2.4%
2.4%
-
0.7%
TER
0.3%
0.4%
0.4%
0.4%
-
0.1%
AUM
₹21,327 Cr
₹71,265 Cr
₹71,265 Cr
₹71,265 Cr
-
₹125 Cr
INFO
5.92
2.99
2.99
2.99
-
3.12
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Old Bridge Arbitrage IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Net Receivables / (Payables)
76.0%
Future on BANK Index
15.8%
HDFC Bank Ltd
7.0%
Triparty Repo
4.6%
Future on Bajaj Finance Ltd
4.2%
Bajaj Finance Ltd
4.2%
Future on Bharat Heavy Electricals Ltd
4.1%
Bharat Heavy Electricals Ltd
4.1%
Muthoot Finance Limited - NCD & Bonds - NCD & Bonds
4.0%
Shriram Finance Limited - NCD & Bonds - NCD & Bonds
4.0%
Top industry exposure
Financial Services
31.1%
Industrials
7.8%
Basic Materials
7.4%
Healthcare
5.8%
Consumer Cyclical
5.4%
Other information
Minimum SIP
₹2,500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
Fund objective
To generate income by investing in arbitrage opportunities between cash and derivative segments of the equity markets and by investing the balance in debt and money market instruments.There is no assurance or guarantee that the objectives of the scheme will be achieved.
Fund manager(s)
Kenneth Andrade

FAQs