OriginFunds
Edelweiss Mutual Fund

Edelweiss Arbitrage Fund- Regular Plan -Bonus Option

Open Ended Schemes(Hybrid Scheme - Arbitrage Fund)Low RiskISIN INF754K01EJ5
NAV · 06-Jul-2026
20.6535
1M
+0.73%
6M
+3.13%
1Y (CAGR)
+6.09%
3Y (CAGR)
+7.06%
5Y (CAGR)
+6.16%
Since inception (CAGR)
+6.22%

NAV history

17.6718.7419.8104-07-202303-07-202620.65
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
0.97%
Downside dev (3y)
0.56%
Max drawdown (3y)
-0.3%
Sharpe (3y)
0.58
SIP XIRR (3y)
+6.73%
SIP XIRR (5y)
+6.73%
Calendar-year returns
2020 +4.5%2021 +3.8%2022 +4.4%2023 +7.1%2024 +7.7%2025 +6.8%

Fund facts

AUM₹1,48,621 Cr
TER · AMFI officialDirect 1.71% · Regular 2.35% (2026-06-30)
Launch date12-Jun-2014
Plan typeOpen Ended · Hybrid
Min lumpsum5000
Lock-inNone
Volatility2.18
AMCEdelweiss Asset Management Limited

Objective · The investment objective of the Scheme is to generate income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments. However, there is no assurance that the investment objective of the Scheme will be realized.

scheme documents ↗