Nippon India Arbitrage Gr

Nippon India Arbitrage Gr Fund Details and Key Information

Nippon India Arbitrage Gr is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹16638.21 Cr

• Expense Ratio: 0.87%

• Cash Holding: -46.20%

• Plan Type: Dividend

• Benchmark: NIFTY 50 Arbitrage TR INR

• Launch Date: 2010-10-14

• Exit Load: 0.25

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Nippon India Arbitrage Gr Returns and Performance

Nippon India Arbitrage Gr has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: 0.57%

• 3 Months: 1.55%

• 6 Months: 2.89%

• 1 Year: 5.92%

• 3 Years: 0.22%

• 5 Years: 0.33%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Nippon India Arbitrage Gr Risk Level and Volatility

Understanding risk is important before investing. Nippon India Arbitrage Gr falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Low Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Nippon India Arbitrage Gr Portfolio Allocation

The asset allocation of Nippon India Arbitrage Gr shows how investments are distributed across asset classes.

• Equity Allocation: 138.40%

• Cash Allocation: -46.20%

This allocation plays a key role in determining the fund’s risk and return profile.

Nippon India Arbitrage Gr Sector Allocation

Nippon India Arbitrage Gr diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 9.28%

• Communication Services: 4.01%

• Consumer Cyclical: 7.98%

• Consumer Defensive: 2.70%

• Energy: 7.13%

• Financial Services: 25.75%

• Healthcare: 3.80%

• Industrials: 5.49%

• Real Estate: 0.79%

• Technology: 0.57%

• Utilities: 3.11%

Sector allocation data helps investors understand which industries the fund is focusing on.

Nippon India Arbitrage Gr Fund House

Nippon India Arbitrage Gr is managed by:

AMC Name: Nippon Life India Asset Management Ltd

A strong fund house with a proven track record can improve investor confidence.

Nippon India Arbitrage Gr Minimum Investment

Investors can start investing in Nippon India Arbitrage Gr with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.