ITI Arbitrage Fund Regular-IDCW

ITI Arbitrage Fund Regular-IDCW is a scheme launched by ITI Mutual Fund on September 09, 2019, and falls under the Arbitrage Funds fund category. It currently manages an AUM of Rs 50.72 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 5000. It charges an expense ratio of 0.93% for managing the portfolio.

• Investing Strategy:

  To generate income by predominantly investing in arbitrage opportunities in the cash and the 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:

  ITI Arbitrage Fund Regular-IDCW trailing returns over different times are 6.63% (1 year), 6.55% (3 year) and 4.82% (5 year). The average annual return of this fund stands at 5.45%.