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)
₹1,50,042
4.6%
Fixed deposit
₹1,76,014
6.5%
Bank savings
₹1,36,187
3.5%
See fund holdings as of 28th Feb
Top holdings
Cash Offset For Derivatives
73.2%
Sundaram Money Market Dir Gr
10.1%
Future on Reliance Industries Ltd
8.7%
Reliance Industries Ltd
8.6%
Icici Bank Limited March 2025
6.4%
ICICI Bank Ltd
6.4%
Treps
5.8%
Future on Axis Bank Ltd
5.6%
Axis Bank Ltd
5.6%
7.38% Govt Stock 2027
4.6%
Top industry exposure
Financial Services
20.9%
Energy
11.6%
Industrials
7.1%
Consumer Cyclical
6.7%
Basic Materials
6.3%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
85%
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.