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 30th Apr
Top holdings
Cash Offset For Derivatives
65.3%
Future on Reliance Industries Ltd
9.2%
Reliance Industries Ltd
9.1%
Sundaram Money Market Dir Gr
8.8%
Sundaram Liquid Dir Gr
8.6%
Future on ICICI Bank Ltd
7.6%
ICICI Bank Ltd
7.6%
Treps
7.6%
Future on Axis Bank Ltd
4.9%
Axis Bank Ltd
4.9%
Top industry exposure
Financial Services
20.6%
Energy
11.6%
Communication Services
5.4%
Technology
5.2%
Basic Materials
5.1%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
81%
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.