Mirae Asset Arbitrage Fund-Reg(G)
View the direct plan of this scheme
Rs 12.917 -0.006(-0.046 %) NAV as on 16 May 2025
Scheme Objective: The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and 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.
Performance (As on 16 May 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 3.15 % | 6.84 % | 6.56 % | N/A | 5.35 % |
Nifty 50 Arbitrage | 4.09 % | 7.48 % | 7.07 % | 5.54 % | N/A |
Portfolio
Arbitrage funds invest in stocks, but hedge this whole exposure through derivatives. As a result, these funds deliver debt-like returns and are low risk. Where funds do not find arbitrage opportunities, they can invest in debt securities but maintain an equity orientation. The advantage these funds is that they are taxed like equity funds, and are therefore more efficient than debt funds.
These funds suit investors in the high tax brackets who want debt-like returns with better tax efficiency. These funds need to be held for about 1 year.