Mahindra Manulife Arbitrage Fund Regular Plan Growth

11.56
NAV (Apr 25,2024)

Introducing the Mahindra Manulife Arbitrage Fund - Regular Plan - Growth. With an expense ratio of 1.18% and established on August 24, 2020, this fund offers opportunities for investors to benefit from market inefficiencies. The fund's current PE ratio is 32.83 and PB ratio is 5.51. The minimum investment required is ₹1000 and there is no lock-in period. With a scheme AUM of ₹37.96 crores, this fund provides growth potential for investors seeking to diversify their portfolio.

Mahindra Manulife Arbitrage Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Mahindra Manulife Arbitrage Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    32.83
  • P/B Ratio
    UM_URBAN_MONEY

    5.51
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.46
  • Sharpe
    UM_URBAN_MONEY

    0.12
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.18%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

37.96 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Low

Investment Return Calculator

as on Apr 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,166.8 (1.67%)10,309.96 (3.10%)10,614.27 (6.14%)11,354.11 (13.54%)-- (--)
30,500.4 (1.67%)30,929.88 (3.10%)31,842.81 (6.14%)34,062.33 (13.54%)-- (--)
50,834 (1.67%)51,549.8 (3.10%)53,071.35 (6.14%)56,770.55 (13.54%)-- (--)
81,334.4 (1.67%)82,479.68 (3.10%)84,914.16 (6.14%)90,832.88 (13.54%)-- (--)
1,01,668 (1.67%)1,03,099.6 (3.10%)1,06,142.7 (6.14%)1,13,541.1 (13.54%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Net Receivables Payables68.49%
  • Mahindra Manulife Liquid Fund Direct Plan Growth13.61%
  • Days Tbill13.00%
  • Hindustan Unilever Limited6.31%
  • Hindustan Petroleum Corporation Limited6.24%
  • Axis Bank Limited5.63%
  • Triparty Repo5.40%
  • Tata Power Company Limited5.31%
  • HDFC Bank Limited5.20%
  • Adani Ports and Special Economic Zone Limited4.96%
  • State Bank of India4.82%
  • Titan Company Limited4.74%
  • Indus Towers Limited4.63%
  • ICICI Bank Limited4.41%
  • Tata Steel Limited3.64%
  • Kotak Mahindra Bank Limited2.81%
  • Coal India Limited2.70%
  • Sun Pharmaceutical Industries Limited2.32%
  • Infosys Limited1.46%
  • ITC Limited1.36%
  • Reliance Industries Limited1.36%
  • NTPC Limited0.49%
  • NTPC Limited January Future-0.49%
  • Reliance Industries Limited January Future-1.37%
  • ITC Limited January Future-1.38%
  • Infosys Limited January Future-1.47%
  • Sun Pharmaceutical Industries Limited January Future-2.33%
  • Coal India Limited January Future-2.73%
  • Kotak Mahindra Bank Limited January Future-2.83%
  • Tata Steel Limited January Future-3.67%
  • ICICI Bank Limited January Future-4.45%
  • Indus Towers Limited January Future-4.67%
  • Titan Company Limited January Future-4.79%
  • State Bank of India January Future-4.86%
  • Adani Ports and Special Economic Zone Limited January Future-5.01%
  • HDFC Bank Limited January Future-5.23%
  • Tata Power Company Limited January Future-5.35%
  • Axis Bank Limited January Future-5.67%
  • Hindustan Petroleum Corporation Limited January Future-6.27%
  • Hindustan Unilever Limited January Future-6.36%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Aditya Birla Sun Life Arbitrage Fund - GrowthAditya Birla Sun Life Arbitrage Fund - Growth

HYBRID

Low

3.86%

Tata Arbitrage Fund - Regular Plan - GrowthTata Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.85%

Edelweiss Arbitrage Fund - Regular Plan - GrowthEdelweiss Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.84%

Union Arbitrage Fund - Regular Plan - GrowthUnion Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.84%

Mirae Asset Arbitrage Fund - Regular Plan - GrowthMirae Asset Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.83%

Bajaj Finserv Arbitrage Fund - Growth - Direct PlanBajaj Finserv Arbitrage Fund - Growth - Direct Plan

HYBRID

Low

3.80%

Invesco India Arbitrage Fund - GrowthInvesco India Arbitrage Fund - Growth

HYBRID

Low

3.78%

DSP Arbitrage Fund - Regular Plan - GrowthDSP Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.75%

Nippon India Arbitrage Fund - GrowthNippon India Arbitrage Fund - Growth

HYBRID

Low

3.75%

ITI Arbitrage Fund - Regular Plan - GrowthITI Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.62%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Arbitrage Opportunities Fund - Regular Plan - GrowthSBI Arbitrage Opportunities Fund - Regular Plan - Growth

HYBRID

Low

7.71%

Nippon India Arbitrage Fund - GrowthNippon India Arbitrage Fund - Growth

HYBRID

Low

7.66%

Baroda BNP Paribas Arbitrage Fund - Regular Plan - GrowthBaroda BNP Paribas Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.58%

HDFC Arbitrage Fund - Wholesale Plan - GrowthHDFC Arbitrage Fund - Wholesale Plan - Growth

HYBRID

Low

7.52%

Union Arbitrage Fund - Regular Plan - GrowthUnion Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.41%

Aditya Birla Sun Life Arbitrage Fund - GrowthAditya Birla Sun Life Arbitrage Fund - Growth

HYBRID

Low

7.36%

HSBC Arbitrage Fund - Regular Plan - GrowthHSBC Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.33%

Axis Arbitrage Fund - Regular Plan - GrowthAxis Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.18%

NJ Arbitrage Fund - Regular Plan - GrowthNJ Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

7.05%

JM Arbitrage Fund - GrowthJM Arbitrage Fund - Growth

HYBRID

Low

7.00%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bandhan Arbitrage Fund - Regular Plan - GrowthBandhan Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.39%

Edelweiss Arbitrage Fund - Regular Plan - GrowthEdelweiss Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.38%

Tata Arbitrage Fund - Regular Plan - GrowthTata Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.23%

Mirae Asset Arbitrage Fund - Regular Plan - GrowthMirae Asset Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.15%

PGIM India Arbitrage Fund - Regular Plan - GrowthPGIM India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.02%

LIC MF Arbitrage Fund - Regular Plan - GrowthLIC MF Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

4.92%

Sundaram Arbitrage Fund - GrowthSundaram Arbitrage Fund - Growth

HYBRID

Low

4.76%

Bank of India Arbitrage Fund - Regular Plan - GrowthBank of India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

4.08%

ITI Arbitrage Fund - Regular Plan - GrowthITI Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.99%

Groww Arbitrage Fund - Regular Plan - GrowthGroww Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

3.16%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Kotak Equity Arbitrage Fund - GrowthKotak Equity Arbitrage Fund - Growth

HYBRID

Low

5.32%

ICICI Prudential Equity - Arbitrage - GrowthICICI Prudential Equity - Arbitrage - Growth

HYBRID

Low

5.22%

Nippon India Arbitrage Fund - GrowthNippon India Arbitrage Fund - Growth

HYBRID

Low

5.20%

UTI Arbitrage Fund - Regular Plan - GrowthUTI Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.17%

SBI Arbitrage Opportunities Fund - Regular Plan - GrowthSBI Arbitrage Opportunities Fund - Regular Plan - Growth

HYBRID

Low

5.16%

Bandhan Arbitrage Fund - Regular Plan - GrowthBandhan Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

5.05%

HDFC Arbitrage Fund - Wholesale Plan - GrowthHDFC Arbitrage Fund - Wholesale Plan - Growth

HYBRID

Low

5.00%

PGIM India Arbitrage Fund - Regular Plan - GrowthPGIM India Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

4.84%

LIC MF Arbitrage Fund - Regular Plan - GrowthLIC MF Arbitrage Fund - Regular Plan - Growth

HYBRID

Low

4.65%

JM Arbitrage Fund - GrowthJM Arbitrage Fund - Growth

HYBRID

Low

4.31%

Fund Managers

AK

Mr. Abhinav KhandelwalFund Manager

ML

Mr. Manish LodhaFund Manager

Mr. Manish Lodha is a Chartered Accountant and a Company Secretary. He has over 20 years of work experience of which around 11 years have been in the Mutual Fund Industry, 4 years in Life Insurance Industry in the field of equity research and fund management. Prior to joining MMIMPL, he was associated with Canara HSBC OBC Life Insurance Co Ltd, Kotak Mahindra Mutual Fund. In these roles, he was responsible for Portfolio Management, Equity Research. He has also held various positions in Finance function during his association with BOC India Ltd (Now Linde India Ltd.).

RP

Mr. Rahul PalVP, Head-Fixed Income

Mr. Rahul Pal is the Fund Manager for Schemes - Taurus Short Term Income Fund & Taurus Ultra Short Term Bond Fund.

Get your latest Credit Score, FREE

Compare with similar Funds

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mahindra Manulife Arbitrage Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money