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Edelweiss Income Plus Arbitrage Active Fund of Funds - Regular-Growth is a fof scheme managed by Edelweiss Mutual Fund. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 0.22% on assets of ₹197Cr. The fund is currently managed by Mr. Bhavesh Jain, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
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Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| EDELWEISS ARBITRAGE FD- DR PL- GROW OPT | Others | 38.60% |
| EDELWEISS BANKING & PSU DEBT FD-DR PL-GR | Others | 26.38% |
| EDELWEISS LOW DURATION FUND | Others | 14.15% |
| EDELWEISS MONEY MARKET FUND - DIRECT PL | Others | 7.46% |
| KOTAK MAHINDRA MF CORP BOND FD DIRECT GR | Others | 5.89% |
| SBI MF CORP BOND FD DIRECT GR | Others | 5.88% |
| EDEL CRI IBX AAA FIN S JN 28-DIRECT-GR | Others | 1.17% |
| Clearing Corporation of India Ltd. | Others | 0.52% |
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Top-10 weight 100.0% means the manager bets the fund's outcome on a small basket. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: FoF.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 4 data points.