The Wealth Company Arbitrage Fund Direct Growth

Fund Overview

Fund Size

₹242 Cr

Expense Ratio

0.26%

ISIN

INF2F0001271

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

14 Oct 2025

About this fund

This fund has been in existence for 1 months and 21 days, having been launched on 14-Oct-25.
As of 04-Dec-25, it has a Net Asset Value (NAV) of ₹10.09, Assets Under Management (AUM) of 241.99 Crores, and an expense ratio of 0.26%.

The Wealth Company Arbitrage Fund Direct Growth has given a CAGR return of 0.86% since inception.
The fund's asset allocation comprises around -0.34% in equities, 12.19% in debts, and 88.15% in cash & cash equivalents.
You can start investing in The Wealth Company Arbitrage Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

+0.86%

— (Cat Avg.)

Portfolio Summaryas of 31st October 2025

Equity	₹-0.83 Cr	-0.34%
Debt	₹29.49 Cr	12.19%
Others	₹213.32 Cr	88.15%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Cash Offset For Derivatives	Cash - General Offset	₹156.64 Cr	64.73%
Net Receivable/Payable	Cash - Collateral	₹14.72 Cr	6.08%
182 Days Treasury Bill 30-Apr-2026	Bond - Gov't/Treasury	₹14.6 Cr	6.03%
Ccil	Cash - Repurchase Agreement	₹12.67 Cr	5.24%
Treasury Bills	Bond - Gov't/Treasury	₹9.89 Cr	4.09%
LIC Housing Finance Limited	Cash - Commercial Paper	₹9.87 Cr	4.08%
182 Days Treasury Bill 26-Mar-2026	Bond - Gov't/Treasury	₹9.79 Cr	4.04%
91 Days Treasury Bill 15-Jan-2026	Bond - Gov't/Treasury	₹6.54 Cr	2.70%
Future on Aditya Birla Capital Ltd	Equity - Future	₹-5.46 Cr	2.26%
Aditya Birla Capital Ltd	Equity	₹5.43 Cr	2.24%
Export Import Bank Of India	Bond - Corporate Bond	₹5.11 Cr	2.11%
Future on ICICI Bank Ltd	Equity - Future	₹-4.55 Cr	1.88%
ICICI Bank Ltd	Equity	₹4.52 Cr	1.87%
Indus Towers Limited 25/11/2025	Equity - Future	₹-4.42 Cr	1.83%
Indus Towers Ltd Ordinary Shares	Equity	₹4.39 Cr	1.81%
Future on ITC Hotels Ltd	Equity - Future	₹-4.26 Cr	1.76%
ITC Ltd	Equity	₹4.24 Cr	1.75%
Future on Life Insurance Corporation of India	Equity - Future	₹-3.96 Cr	1.64%
The Tata Power Company Limited 25/11/2025	Equity - Future	₹-3.95 Cr	1.63%
Life Insurance Corporation of India	Equity	₹3.95 Cr	1.63%
Tata Power Co Ltd	Equity	₹3.93 Cr	1.63%
Future on HFCL Ltd	Equity - Future	₹-3.9 Cr	1.61%
HFCL Ltd	Equity	₹3.89 Cr	1.61%
The Phoenix Mills Limited 25/11/2025	Equity - Future	₹-3.79 Cr	1.57%
Future on Bharat Electronics Ltd	Equity - Future	₹-3.79 Cr	1.57%
Phoenix Mills Ltd	Equity	₹3.77 Cr	1.56%
Bharat Electronics Ltd	Equity	₹3.76 Cr	1.56%
Future on BSE Ltd	Equity - Future	₹-3.74 Cr	1.55%
BSE Ltd	Equity	₹3.72 Cr	1.54%
Future on Biocon Ltd	Equity - Future	₹-3.65 Cr	1.51%
Upl Limited 25/11/2025	Equity - Future	₹-3.64 Cr	1.50%
Biocon Ltd	Equity	₹3.63 Cr	1.50%
UPL Ltd	Equity	₹3.61 Cr	1.49%
Future on Hindustan Aeronautics Ltd Ordinary Shares	Equity - Future	₹-3.6 Cr	1.49%
Hindustan Aeronautics Ltd Ordinary Shares	Equity	₹3.58 Cr	1.48%
Future on PNB Housing Finance Ltd	Equity - Future	₹-3.45 Cr	1.43%
PNB Housing Finance Ltd	Equity	₹3.44 Cr	1.42%
Future on Sammaan Capital Ltd	Equity - Future	₹-3.27 Cr	1.35%
Future on Solar Industries India Ltd	Equity - Future	₹-3.25 Cr	1.34%
Sammaan Capital Ltd	Equity	₹3.24 Cr	1.34%
Solar Industries India Ltd	Equity	₹3.23 Cr	1.33%
Future on Hero MotoCorp Ltd	Equity - Future	₹-3.18 Cr	1.31%
Hero MotoCorp Ltd	Equity	₹3.16 Cr	1.31%
Future on DLF Ltd	Equity - Future	₹-3.08 Cr	1.27%
Future on IndusInd Bank Ltd	Equity - Future	₹-3.07 Cr	1.27%
Future on NBCC India Ltd	Equity - Future	₹-3.07 Cr	1.27%
IndusInd Bank Ltd	Equity	₹3.06 Cr	1.26%
DLF Ltd	Equity	₹3.06 Cr	1.26%
NBCC India Ltd	Equity	₹3.05 Cr	1.26%
Future on Axis Bank Ltd	Equity - Future	₹-3.02 Cr	1.25%
Axis Bank Ltd	Equity	₹3 Cr	1.24%
India (Republic of)	Bond - Short-term Government Bills	₹2.99 Cr	1.24%
Future on ICICI Prudential Life Insurance Co Ltd	Equity - Future	₹-2.96 Cr	1.23%
ICICI Prudential Life Insurance Co Ltd	Equity	₹2.95 Cr	1.22%
Future on Cipla Ltd	Equity - Future	₹-2.94 Cr	1.21%
Cipla Ltd	Equity	₹2.93 Cr	1.21%
Future on Delhivery Ltd	Equity - Future	₹-2.92 Cr	1.21%
Future on Yes Bank Ltd	Equity - Future	₹-2.91 Cr	1.20%
Delhivery Ltd	Equity	₹2.9 Cr	1.20%
Yes Bank Ltd	Equity	₹2.9 Cr	1.20%
Future on Tata Steel Ltd	Equity - Future	₹-2.83 Cr	1.17%
Tata Steel Ltd	Equity	₹2.82 Cr	1.16%
Future on Samvardhana Motherson International Ltd	Equity - Future	₹-2.8 Cr	1.16%
Samvardhana Motherson International Ltd	Equity	₹2.79 Cr	1.15%
Oracle Financial Services Software Ltd	Equity	₹2.68 Cr	1.11%
Future on Oracle Financial Services Software Ltd	Equity - Future	₹-2.65 Cr	1.10%
Trent Limited 25/11/2025	Equity - Future	₹-2.54 Cr	1.05%
Future on Adani Green Energy Ltd	Equity - Future	₹-2.54 Cr	1.05%
Trent Ltd	Equity	₹2.53 Cr	1.05%
Adani Green Energy Ltd	Equity	₹2.53 Cr	1.05%
Future on RBL Bank Ltd	Equity - Future	₹-2.29 Cr	0.95%
RBL Bank Ltd	Equity	₹2.28 Cr	0.94%
Future on Aurobindo Pharma Ltd	Equity - Future	₹-2.21 Cr	0.91%
Aurobindo Pharma Ltd	Equity	₹2.19 Cr	0.91%
Future on Bank of India	Equity - Future	₹-2.19 Cr	0.90%
Future on HDFC Bank Ltd	Equity - Future	₹-2.19 Cr	0.90%
Bank of India	Equity	₹2.18 Cr	0.90%
HDFC Bank Ltd	Equity	₹2.17 Cr	0.90%
Future on Steel Authority Of India Ltd	Equity - Future	₹-1.94 Cr	0.80%
Steel Authority Of India Ltd	Equity	₹1.93 Cr	0.80%
Future on Mphasis Ltd	Equity - Future	₹-1.91 Cr	0.79%
Mphasis Ltd	Equity	₹1.9 Cr	0.79%
Rec Limited 25/11/2025	Equity - Future	₹-1.82 Cr	0.75%
REC Ltd	Equity	₹1.82 Cr	0.75%
The Indian Hotels Company Limited 25/11/2025	Equity - Future	₹-1.79 Cr	0.74%
Indian Hotels Co Ltd	Equity	₹1.78 Cr	0.74%
Future on Bandhan Bank Ltd	Equity - Future	₹-1.75 Cr	0.72%
Bandhan Bank Ltd	Equity	₹1.75 Cr	0.72%
Future on Varun Beverages Ltd	Equity - Future	₹-1.74 Cr	0.72%
Varun Beverages Ltd	Equity	₹1.73 Cr	0.72%
Future on Tata Consultancy Services Ltd	Equity - Future	₹-1.72 Cr	0.71%
Future on Housing & Urban Development Corp Ltd	Equity - Future	₹-1.71 Cr	0.71%
Tata Consultancy Services Ltd	Equity	₹1.71 Cr	0.71%
Housing & Urban Development Corp Ltd	Equity	₹1.71 Cr	0.71%
Future on Godrej Properties Ltd	Equity - Future	₹-1.71 Cr	0.71%
Godrej Properties Ltd	Equity	₹1.7 Cr	0.70%
Future on Grasim Industries Ltd	Equity - Future	₹-1.52 Cr	0.63%
Grasim Industries Ltd	Equity	₹1.52 Cr	0.63%
Future on Petronet LNG Ltd	Equity - Future	₹-1.43 Cr	0.59%
Petronet LNG Ltd	Equity	₹1.42 Cr	0.59%
Future on Canara Bank	Equity - Future	₹-1.39 Cr	0.58%
Canara Bank	Equity	₹1.39 Cr	0.57%
Future on Glenmark Pharmaceuticals Ltd	Equity - Future	₹-1.36 Cr	0.56%
Glenmark Pharmaceuticals Ltd	Equity	₹1.35 Cr	0.56%
Future on Max Financial Services Ltd	Equity - Future	₹-1.24 Cr	0.51%
Max Financial Services Ltd	Equity	₹1.24 Cr	0.51%
Future on Zydus Lifesciences Ltd	Equity - Future	₹-1.24 Cr	0.51%
Zydus Lifesciences Ltd	Equity	₹1.23 Cr	0.51%
Future on Indian Energy Exchange Ltd	Equity - Future	₹-1.2 Cr	0.50%
Indian Energy Exchange Ltd	Equity	₹1.2 Cr	0.50%
Future on PB Fintech Ltd	Equity - Future	₹-1.19 Cr	0.49%
Future on Mahindra & Mahindra Ltd	Equity - Future	₹-1.19 Cr	0.49%
PB Fintech Ltd	Equity	₹1.19 Cr	0.49%
Mahindra & Mahindra Ltd	Equity	₹1.19 Cr	0.49%
Future on Adani Ports & Special Economic Zone Ltd	Equity - Future	₹-1.18 Cr	0.49%
Adani Ports & Special Economic Zone Ltd	Equity	₹1.17 Cr	0.48%
Future on Titagarh Rail Systems Ltd	Equity - Future	₹-1.16 Cr	0.48%
Titagarh Rail Systems Ltd	Equity	₹1.15 Cr	0.48%
Future on Bank of Baroda	Equity - Future	₹-1.06 Cr	0.44%
Bank of Baroda	Equity	₹1.06 Cr	0.44%
Future on Suzlon Energy Ltd	Equity - Future	₹-1.05 Cr	0.43%
Future on Havells India Ltd	Equity - Future	₹-1.05 Cr	0.43%
Havells India Ltd	Equity	₹1.05 Cr	0.43%
Suzlon Energy Ltd	Equity	₹1.04 Cr	0.43%
Titan Company Limited 25/11/2025	Equity - Future	₹-0.99 Cr	0.41%
Titan Co Ltd	Equity	₹0.98 Cr	0.41%
Future on Lodha Developers Ltd	Equity - Future	₹-0.98 Cr	0.40%
Lodha Developers Ltd	Equity	₹0.97 Cr	0.40%
Future on Jio Financial Services Ltd	Equity - Future	₹-0.94 Cr	0.39%
Jio Financial Services Ltd	Equity	₹0.94 Cr	0.39%
Future on Lupin Ltd	Equity - Future	₹-0.92 Cr	0.38%
Lupin Ltd	Equity	₹0.92 Cr	0.38%
Future on Crompton Greaves Consumer Electricals Ltd	Equity - Future	₹-0.87 Cr	0.36%
Crompton Greaves Consumer Electricals Ltd	Equity	₹0.87 Cr	0.36%
Power Finance Corp Ltd	Equity	₹0.84 Cr	0.35%
Power Finance Corporation Limited 25/11/2025	Equity - Future	₹-0.84 Cr	0.35%
Future on TVS Motor Co Ltd	Equity - Future	₹-0.74 Cr	0.31%
TVS Motor Co Ltd	Equity	₹0.74 Cr	0.30%
Future on Exide Industries Ltd	Equity - Future	₹-0.69 Cr	0.29%
Exide Industries Ltd	Equity	₹0.69 Cr	0.28%
Future on Vedanta Ltd	Equity - Future	₹-0.69 Cr	0.28%
Vedanta Ltd	Equity	₹0.68 Cr	0.28%
Future on Kalyan Jewellers India Ltd	Equity - Future	₹-0.42 Cr	0.17%
Kalyan Jewellers India Ltd	Equity	₹0.42 Cr	0.17%
Future on Dixon Technologies (India) Ltd	Equity - Future	₹-0.39 Cr	0.16%
Dixon Technologies (India) Ltd	Equity	₹0.39 Cr	0.16%
Future on Persistent Systems Ltd	Equity - Future	₹-0.36 Cr	0.15%
Persistent Systems Ltd	Equity	₹0.35 Cr	0.15%
Future on Muthoot Finance Ltd	Equity - Future	₹-0.35 Cr	0.15%
Muthoot Finance Ltd	Equity	₹0.35 Cr	0.14%
Future on Multi Commodity Exchange of India Ltd	Equity - Future	₹-0.35 Cr	0.14%
Multi Commodity Exchange of India Ltd	Equity	₹0.35 Cr	0.14%
Future on Nestle India Ltd	Equity - Future	₹-0.32 Cr	0.13%
Nestle India Ltd	Equity	₹0.32 Cr	0.13%
Future on IIFL Finance Ltd	Equity - Future	₹-0.27 Cr	0.11%
IIFL Finance Ltd	Equity	₹0.26 Cr	0.11%
Future on APL Apollo Tubes Ltd	Equity - Future	₹-0.25 Cr	0.10%
APL Apollo Tubes Ltd	Equity	₹0.25 Cr	0.10%
Future on Maruti Suzuki India Ltd	Equity - Future	₹-0.24 Cr	0.10%
Maruti Suzuki India Ltd	Equity	₹0.24 Cr	0.10%
Future on Max Healthcare Institute Ltd Ordinary Shares	Equity - Future	₹-0.18 Cr	0.08%
Max Healthcare Institute Ltd Ordinary Shares	Equity	₹0.18 Cr	0.07%
Future on Sun Pharmaceuticals Industries Ltd	Equity - Future	₹-0.18 Cr	0.07%
Sun Pharmaceuticals Industries Ltd	Equity	₹0.18 Cr	0.07%
Future on L&T Finance Ltd 7.60% PRF REDEEM 05/12/2022 INR 100	Equity - Future	₹-0.12 Cr	0.05%
L&T Finance Ltd	Equity	₹0.12 Cr	0.05%
Future on Godrej Consumer Products Ltd	Equity - Future	₹-0.06 Cr	0.02%
Godrej Consumer Products Ltd	Equity	₹0.06 Cr	0.02%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹57.05 Cr	23.57%
Industrials	₹17.71 Cr	7.32%
Consumer Cyclical	₹15.38 Cr	6.36%
Basic Materials	₹14.03 Cr	5.80%
Healthcare	₹12.6 Cr	5.21%
Technology	₹10.93 Cr	4.51%
Real Estate	₹9.5 Cr	3.92%
Utilities	₹6.46 Cr	2.67%
Consumer Defensive	₹6.34 Cr	2.62%
Communication Services	₹4.39 Cr	1.81%
Energy	₹1.42 Cr	0.59%

Risk & Performance Ratios

Fund Managers

Aparna Shanker

Since October 2025

Rouhak Shah

Since October 2025

Additional Scheme Detailsas of 31st October 2025

ISIN

INF2F0001271

Expense Ratio

0.26%

Exit Load

No Charges

Fund Size

₹242 Cr

Age

1 month

Lumpsum Minimum

₹1,000

Fund Status

Open Ended Investment Company

Benchmark

NIFTY 50 Arbitrage TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Arbitrage Fund Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Old Bridge Arbitrage Fund Direct Growth Low Risk	-	0.0%	-	-
Old Bridge Arbitrage Fund Regular Growth Low Risk	-	0.0%	-	-
The Wealth Company Arbitrage Fund Regular Growth Low to Moderate Risk	0.9%	0.0%	₹241.99 Cr	-
The Wealth Company Arbitrage Fund Direct Growth Low to Moderate Risk	0.3%	0.0%	₹241.99 Cr	-
TRUSTMF Arbitrage Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹53.80 Cr	-
TRUSTMF Arbitrage Fund Regular Growth Low to Moderate Risk	1.0%	0.0%	₹53.80 Cr	-
Quant Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹170.98 Cr	-
Quant Arbitrage Fund Regular Growth Low Risk	0.9%	0.0%	₹170.98 Cr	-
f Motilal Oswal Arbitrage Fund Regular Growth Low Risk	1.0%	0.0%	₹1664.56 Cr	-
f Motilal Oswal Arbitrage Fund Direct Growth Low Risk	0.1%	0.0%	₹1664.56 Cr	-
Samco Arbitrage Fund Regular Growth Low Risk	1.6%	0.0%	₹22.66 Cr	4.3%
Samco Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹22.66 Cr	5.3%
Franklin India Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹535.44 Cr	7.0%
Franklin India Arbitrage Fund Regular Growth Low Risk	1.0%	0.0%	₹535.44 Cr	6.2%
WhiteOak Capital Arbitrage Fund Regular Growth Low Risk	1.1%	0.0%	₹735.66 Cr	6.5%
WhiteOak Capital Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹735.66 Cr	7.3%
Parag Parikh Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹1930.24 Cr	6.5%
Parag Parikh Arbitrage Fund Regular Growth Low Risk	0.7%	0.0%	₹1930.24 Cr	6.2%
Bajaj Finserv Arbitrage Fund Regular Growth Low Risk	1.0%	0.0%	₹1256.94 Cr	5.9%
Bajaj Finserv Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹1256.94 Cr	6.7%
SBI Arbitrage Opportunities Fund Direct Growth Low Risk	0.4%	0.0%	₹39858.59 Cr	7.0%
Bandhan Arbitrage Fund Regular Growth Low Risk	1.1%	0.0%	₹8747.55 Cr	6.2%
Nippon India Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹15894.51 Cr	6.9%
JM Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹390.54 Cr	6.5%
Invesco India Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹27150.96 Cr	7.1%
Kotak Equity Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹72279.21 Cr	7.0%
LIC MF Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹288.55 Cr	6.7%
LIC MF Arbitrage Fund Regular Growth Low Risk	1.0%	0.0%	₹288.55 Cr	6.0%
JM Arbitrage Fund Regular Growth Low Risk	1.1%	0.0%	₹390.54 Cr	5.8%
ICICI Prudential Equity Arbitrage Fund Regular Growth Low Risk	0.9%	0.0%	₹32195.64 Cr	6.4%
SBI Arbitrage Opportunities Fund Regular Growth Low Risk	0.9%	0.0%	₹39858.59 Cr	6.5%
UTI Arbitrage Fund Regular Growth Low Risk	0.8%	0.0%	₹10105.83 Cr	6.5%
NJ Arbitrage Fund Regular Growth Low Risk	1.0%	0.0%	₹261.98 Cr	5.5%
NJ Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹261.98 Cr	6.3%
Bandhan Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹8747.55 Cr	6.9%
Axis Arbitrage Fund Regular Growth Low Risk	1.0%	0.0%	₹7873.09 Cr	6.3%
Axis Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹7873.09 Cr	7.0%
UTI Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹10105.83 Cr	7.0%
Union Arbitrage Fund Direct Growth Low Risk	0.5%	0.0%	₹295.82 Cr	6.6%
Union Arbitrage Fund Regular Growth Low Risk	1.1%	0.0%	₹295.82 Cr	6.0%
Aditya Birla Sun Life Arbitrage Fund Regular Growth Low Risk	1.0%	0.0%	₹24255.89 Cr	6.4%
Aditya Birla Sun Life Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹24255.89 Cr	7.1%
ICICI Prudential Equity Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹32195.64 Cr	6.9%
Groww Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹2.49 Cr	5.8%
Groww Arbitrage Fund Regular Growth Low Risk	1.1%	0.0%	₹2.49 Cr	5.1%
Nippon India Arbitrage Fund Regular Growth Low Risk	1.1%	0.0%	₹15894.51 Cr	6.1%
HDFC Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹23009.16 Cr	6.9%
PGIM India Arbitrage Fund Direct Growth Low Risk	0.4%	0.0%	₹101.83 Cr	6.6%
PGIM India Arbitrage Fund Regular Growth Low Risk	1.1%	0.0%	₹101.83 Cr	5.9%
ITI Arbitrage Fund Regular Growth Low Risk	0.9%	0.0%	₹47.01 Cr	6.4%

Risk Level

Your principal amount will be at Low to Moderate Risk

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What is the current NAV of The Wealth Company Arbitrage Fund Direct Growth?

The NAV of The Wealth Company Arbitrage Fund Direct Growth, as of 04-Dec-2025, is ₹10.09.

What is the portfolio composition of The Wealth Company Arbitrage Fund Direct Growth?

The fund's allocation of assets is distributed as -0.34% in equities, 12.19% in bonds, and 88.15% in cash and cash equivalents.

Who manages the The Wealth Company Arbitrage Fund Direct Growth?

The fund managers responsible for The Wealth Company Arbitrage Fund Direct Growth are:-

Aparna Shanker
Rouhak Shah

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

₹242 Cr

Expense Ratio

0.26%

ISIN

INF2F0001271

Minimum SIP

₹1,000

Exit Load

No Charges

Inception Date

14 Oct 2025

Risk Level

Your principal amount will be at Low to Moderate Risk