- Mutual Funds
- Mahindra Manulife Mutual Fund
- Mahindra Manulife Arbitrage Fund (G)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.8798
NAV (Oct 15)
Fund Returns
Last 1Y | 5.9% |
Last 3Y | 4.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 4.2% |
6 Month CAGR | 2.8% |
Scheme Information
The scheme seeks to generate income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments.
Expense Ratio | 1.21 |
Launched (0y ago) | 1.21 |
AUM in Crores | 105.2 |
ISIN | INF174V01978 |
Lock-in | - |
Benchmark | NIFTY 50 Arbitrage Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 0.7 |
Sharpe Ratio | -1.7 |
YTM | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Mahindra Manulife Arbitrage Fund (G) | 8,21,864 | 89,252 | 4.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
Others
73.8%Others
9.1%Reserve Bank of India
6%Mahindra Manulife Liquid Fund Direct -Growth
6%Tata Power Company Ltd.
5.4%Allocation by Sector
Consumer Staples
0%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
Mahindra Manulife Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
8% | 9.5% | ||
6.1% | 6% | ||
19% | 19.1% | ||
24% | 20.6% | ||
13.7% | 14% |
Mahindra Manulife Arbitrage Fund (G) Review
Mahindra Manulife Arbitrage Fund (G) is a Arbitrage Debt fund and has delivered an annualised return of 4.23% over a period of 4 years. The fund is managed by Mahindra Manulife Mutual Fund. The fund managers are Abhinav Khandelwal, Manish Lodha, Rahul Pal.
Nav of Mahindra Manulife Arbitrage Fund (G) as of 10/15/2024 is ₹11.88 with the total AUM as of 10/16/2024 is ₹105.2388. With Scripbox you can compare and check the latest nav for all mutual funds in India. Mahindra Manulife Arbitrage Fund (G) was launched on 2020-08-24. The category risk of the fund is Above Average.
The minimum SIP amount for Mahindra Manulife Arbitrage Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Mahindra Manulife Arbitrage Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to NIFTY 50 Arbitrage Total Return Index .
It is rated as a null fund in Debt and delivered 5.929% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Mahindra Manulife Arbitrage Fund (G).
Frequently Asked Questions
What is Mahindra Manulife Arbitrage Fund (G)?
How to invest in Mahindra Manulife Arbitrage Fund (G)?
You can invest in Mahindra Manulife Arbitrage Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Mahindra Manulife Arbitrage Fund (G)?
The minimum sip amount for Mahindra Manulife Arbitrage Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Mahindra Manulife Arbitrage Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Mahindra Manulife Arbitrage Fund (G)?
The expense ratio of the Mahindra Manulife Arbitrage Fund (G) is 1.21% for regular plan.
What is the NAV of Mahindra Manulife Arbitrage Fund (G)?
Today's Mahindra Manulife Arbitrage Fund (G) NAV is ₹11.88.