| Period Invested for | ₹1000 SIP Started on | Investments | Latest Value | Abs. Returns |
|---|---|---|---|---|
| One Week | 2026-02-13 | ₹1,000.00 | ₹1,001.72 |
0.17 %
|
| Two Week | 2026-02-05 | ₹1,000.00 | ₹1,002.65 |
0.27 %
|
| One Month | 2026-01-21 | ₹1,000.00 | ₹1,005.26 |
0.53 %
|
| Since Inception | 2025-12-08 | ₹3,000.00 | ₹3,021.83 |
0.73 %
|
Allocation of Equity and Debt Asset Classes.
India's "lock-in period" in mutual funds encourages long-term investment, particularly in tax-saving schemes preventing redemption or selling of units.
Lock-in times for various investment types
Residual maturity is the remaining time until a security reaches its maturity date. It is an important factor for investors to consider when evaluating the risk associated with an investment.
There are two different types of residual maturity.
| Fund Name | 1Y | 3Y | SI |
|---|---|---|---|
| UTI Arbitrage Fund |
6.49%
|
7.14%
|
3.74%
|
| UTI Arbitrage Fund |
6.49%
|
7.14%
|
3.74%
|
| UTI Arbitrage Fund |
6.49%
|
7.14%
|
6.79%
|
| Motilal Oswal Arbitrage Fund |
6.47%
|
N/A
|
6.51%
|
| SBI Arbitrage Opportunities Fund - Regular Plan - Growth |
6.46%
|
7.14%
|
6.72%
|
| Canara Robeco Nifty Index |
6.45%
|
1.67%
|
13.96%
|
| Whiteoak Capital - Arbitrage Fund - Regular Growth |
6.44%
|
N/A
|
6.44%
|
| Tata Arbitrage Fund-regular Plan-growth |
6.38%
|
6.98%
|
5.73%
|
| Franklin India Arbitrage Fund - Growth |
6.35%
|
N/A
|
6.34%
|
| ITI Arbitrage Fund |
6.32%
|
6.77%
|
4.69%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Trust MF Arbitrage Fund | - | - |
| PGIM India Arbitrage Fund | - | 0.36 |
| UTI Arbitrage Fund | - | 0.27 |
| UTI Arbitrage Fund | - | 0.27 |
| Motilal Oswal Arbitrage Fund | - | 0.11 |
| JM Arbitrage Fund | - | 0.41 |
| Bajaj Finserv Arbitrage Fund | - | 0.25 |
| Baroda Bnp Paribas Arbitrage Fund | - | 0.31 |
| ITI Arbitrage Fund | - | 0.20 |
| Axis Arbitrage Fund | - | 0.33 |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Trust MF Arbitrage Fund | - | - | - |
| PGIM India Arbitrage Fund | - | ||
| UTI Arbitrage Fund | - | ||
| UTI Arbitrage Fund | - | ||
| Motilal Oswal Arbitrage Fund | - | ||
| JM Arbitrage Fund | - | ||
| Bajaj Finserv Arbitrage Fund | - | - | - |
| Baroda Bnp Paribas Arbitrage Fund | - | ||
| ITI Arbitrage Fund | - | 0.26 | -1.56 |
| Axis Arbitrage Fund | - |
| Scheme Name | 1Y | 3Y | SI |
|---|---|---|---|
| Old Bridge Focused Fund |
15.87%
|
N/A
|
10.99%
|
| Old Bridge Arbitrage Fund |
N/A
|
N/A
|
6.06%
|
| Old Bridge Flexi Cap Fund |
N/A
|
N/A
|
0%
|
| Old Bridge Flexi Cap Fund |
N/A
|
N/A
|
0%
|
| Fund Name | AUM | Expense Ratio |
|---|---|---|
| Old Bridge Focused Fund | - | 2.45 |
| Old Bridge Arbitrage Fund | - | - |
| Old Bridge Flexi Cap Fund | - | - |
| Old Bridge Flexi Cap Fund | - | - |
| Fund Name | Std. deviation | Beta | Sharpe Ratio |
|---|---|---|---|
| Old Bridge Focused Fund | - | - | - |
| Old Bridge Arbitrage Fund | - | - | - |
| Old Bridge Flexi Cap Fund | - | - | - |
| Old Bridge Flexi Cap Fund | - | - | - |
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