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Nippon India Arbitrage Fund - Growth Plan - Growth Option
★★★★★ monitor_heart Health Score: 56/100 · AverageNippon India Mutual Fund · Hybrid · Arbitrage Fund
₹28.19
AUM: ₹623 Cr
NAV updated 15 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.07%
Exit Load
Nil
Fund Manager
Sushil Budhia
Inception
Jun 2025
Benchmark
—
Sharpe Ratio
-0.46
Std Dev (1Y)
0.92%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.87%
3m
+1.94%
6m
+3.15%
1y
+5.8%
3y
+6.75%
5y
+5.94%
10y
+5.78%
since inception
+6.8%
rate_review TopFund's Take on Nippon India Arbitrage Fund - Growth Plan - Growth Option
Nippon India Arbitrage Fund - Growth Plan - Growth Option sits in the middle of the pack for Arbitrage Fund funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 56/100.
Cost: At 0.07%, the expense ratio is meaningfully cheaper — about 83% below the Arbitrage Fund category average of 0.4% (based on 61 comparable funds). Lower costs compound in your favour over long holding periods.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.46 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 0.92% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about Nippon India Arbitrage Fund - Growth Plan - Growth Option
The current NAV (Net Asset Value) of Nippon India Arbitrage Fund - Growth Plan - Growth Option is ₹28.19. NAV is updated every business day after market close by AMFI.
1Y: 5.8% · 3Y CAGR: 6.75% · 5Y CAGR: 5.94%
The expense ratio is 0.07% per annum — the annual fee deducted from your investment to cover fund management costs.
Nippon India Arbitrage Fund - Growth Plan - Growth Option is managed by Sushil Budhia at Nippon India Mutual Fund.
Nippon India Arbitrage Fund - Growth Plan - Growth Option is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
Nippon India Arbitrage Fund - Growth Plan - Growth Option is a Arbitrage Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of Nippon India Arbitrage Fund - Growth Plan - Growth Option is ₹624 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.