IDFC Arbitrage Plus Fund

IDFC Arbitrage Plus is managed by Kenneth Andrade and Suyash Choudhary. The fund’s performance has been below the average returns of funds in its category in most periods considered. New investors can skip this one for now. Existing investors can exit to invest in better performing funds.


Where does IDFC Arbitrage Plus Fund invest your money?

IDFC Arbitrage Plus is an arbitrage equity fund which means your money will be invested in stocks of listed companies through cash and derivatives. Presently it 42.69% exposure to mid cap companies, 2.57% to stocks of small cap companies and 54.74% to those of large cap companies. Large cap companies tend to be more stable compared to mid cap and small cap companies yet mid caps are not avoided due to prospects of bumper returns. 

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has IDFC Arbitrage Plus Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in June 2008, your value of investments would be around Rs 1.31 lakhs. The performance has not been better or similar to other mutual funds in this category. The fund has been giving around 6.88% returns to those who have stayed invested since inception.

 Assume you had invested Rs 10,000 every month in IDFC Arbitrage Plus through SIP since inception today you would have around Rs 7.03 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

If units are sold within 180 days an exit load of 0.50% is deducted from your total returns. No exit load applies for units withdrawn thereafter. Expense ratio of IDFC Arbitrage Plus fund is 1.13%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in an equity mutual fund are absolutely tax free, provided you do not withdraw within 1 year. 

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