Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Principal Arbitrage (G)
₹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 31st Aug
Top holdings
Cash Offset For Derivatives
67.1%
Treps
10.4%
Indus Towers Limited September 2024
8.3%
Indus Towers Ltd Ordinary Shares
8.3%
Hdfc Bank Limited September 2024
7.7%
HDFC Bank Ltd
7.7%
Bharti Airtel Limited September 2024
5.9%
Bharti Airtel Ltd
5.9%
Ambuja Cements Limited September 2024
5.7%
Ambuja Cements Ltd
5.6%
Top industry exposure
Financial Services
20.9%
Communication Services
14.6%
Basic Materials
10.5%
Energy
5.6%
Real Estate
4.6%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
86%
Lock-in period
-
Exit load
• 0.25% for redemption within 15 days
Fund objective
To generate income with minimal volatility by investing in equity, arbitrage strategies which fully offset the equity exposure and investments in debt instruments.