Aditya Birla Sun Life Arbitrage Fund Direct Growth

Aditya Birla Sun Life Arbitrage Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Mohit Sharma, Lovelish Solanki. This fund gives you the benefit of diversification.

1. Aditya Birla Sun Life Arbitrage Fund Direct Growth has ₹15896 Cr worth of assets under management (AUM) as on Mar 2025 and is more than category average.
2. The fund has an expense ratio 0.3.
   

Aditya Birla Sun Life Arbitrage Fund Direct Growth has given a CAGR return of 7.02% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 7.97%, 7.42% and 6.12% respectively.

Aditya Birla Sun Life Arbitrage Fund Direct Growth has allocated its funds majorly in Corporate, Cash Equivalent, Financial Services, Government, Basic Materials, Energy, Industrial, Consumer Cyclical, Tech, Consumer Defensive, Communication, Health, Utilities, Real Estate.

As it is a arbitrage fund mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The Scheme seeks to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials /mis-pricing prevailing for stock / index in various market segments (Cash & Future).

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. Aditya Birla Sun Life Arbitrage Fund Direct Growth has no lock in period.