Fund has been able to generate better returns compared to other funds in the same category
Less expense ratio implies better returns over the long term
Fund has not been able to generate better price return than bank FD
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.23 | 36.56 | 3.15 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.68 | 34.93 | 3.20 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.50% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 5,000 |
BenchmarkBenchmark |
---|
Nifty 50 Arbitrage |
Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Bank of India Arbitrage Fund(A-IDCW) | 7.50% | 5.56% | 3.45% |
Kotak Equity Arbitrage Fund(M-IDCW Payout) | -0.13% | 0.09% | 0.43% |
SBI Arbitrage Opportunities Fund(IDCW-Payout) | 7.98% | 6.73% | 3.66% |
ICICI Pru Equity-Arbitrage Fund(IDCW-Payout) | 4.20% | 2.93% | 2.16% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Debt
Others
Holdings
0.00 %
Holdings
0.00 %
Holdings
0.00 %
Bank of India Investment Managers (formerly BOI AXA Investment Managers) is a wholly owned subsidiary of Bank of India, which was founded in 1906 as a banking services company and later nationalised in 1969. The AMC BOI brings 14 years of rich experience in fund management catering to the needs of investors across various investment objectives. The fund house currently manages 17 varied mutual fund schemes across 2 lakh+ investors and 2700+ Cr. in AUM.
No.of Schemes
20
Total AUM
₹ 10,698.46 Cr.
Firdaus Marazban Ragina
AUM: ₹35.68 Cr.
|
Exp: 20yrs
B.COm
Data not available
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category