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Nippon India Mutual Fund

NIPPON INDIA ARBITRAGE FUND - MONTHLY IDCW Option

Open Ended Schemes(Hybrid Scheme - Arbitrage Fund)Low RiskISIN INF204KA1MT1
NAV · 06-Jul-2026
14.6683
1M
+0.88%
6M
+3.04%
1Y (CAGR)
+5.92%
3Y (CAGR)
+6.77%
5Y (CAGR)
+5.92%
Since inception (CAGR)
+3.18%

NAV history

10.1311.7613.3804-07-202303-07-202614.66
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
40.48%
Downside dev (3y)
52.93%
Max drawdown (3y)
-38.7%
Sharpe (3y)
0.01
SIP XIRR (3y)
+6.40%
SIP XIRR (5y)
+6.44%
Calendar-year returns
2020 +1.1%2021 +3.8%2022 +4.2%2023 +7.0%2024 +7.5%2025 +6.2%

Fund facts

AUM₹1,61,843 Cr
TER · AMFI officialDirect 1.36% · Regular 2.05% (2026-06-30)
Launch date24-Sep-2010
Plan typeOpen Ended · Hybrid
Min lumpsumRs 5000 and in multiples of Re. 1 thereafter
Lock-inNone
Volatility2.18
AMCNippon Life India Asset Management Limited

Objective · The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments.

scheme documents ↗