The Wealth Company Arbitrage Fund
Seizing Opportunity, Minimising Risk
NAV
-
Quick Reasons to Invest
Risk-conscious investing
Focus on hedged positions that aim to reduce equity market risk.
Consistency over speculation
Seek to deliver steady instead of chasing volatility.
Balance of equity and debt
While equity arbitrage aims to generate returns, deployment in high- quality debt and money market instruments aim to provide stability and liquidity.
Fund Snapshot
Feature
Details
Type
An open ended scheme investing in arbitrage opportunities
Minimum Application
Rs. 1,000/- and in multiples of Rs. 1/- thereafter
Minimum Redemption
'Any amount' or 'any number of units' as requested by the investor.
Entry Load
Nil
Exit Load
0.25% - If redeemed/switched out within 7 days from the date of allotment. Nil - if redeemed/switched out after 7 days from the date of allotment.
Plans/Options
Direct Plan / Regular Plan — Growth & IDCW (Payout / Reinvestment)
Riskometer
Low to Moderate Risk
Investment Objective
To generate income through arbitrage opportunities and debt and money market instruments.
However, there is no assurance that the investment objective of the scheme will be achieved.
Our Investment Approach
A) C.H.A.N.G.E. Framework
Capable Management
Proven leadership with vision, experience and the ability to adapt
Historical performance
Sound operating metrics, efficient capital allocation and strong return ratios
Attractive valuations
Entry at reasonable prices based on comparative and dynamic metrics
Navigating market cycles
Management's ability to respond to economic shifts and competitive changes
Governance & transparency
Alignment with minority shareholders and clean corporate practices
Earnings growth & execution excellence
Scalable models with consistent growth and operational delivery
B) E.D.G.E. Framework
Exchange and market specific indicators
Domestic indicators
Global indicators
Exit & Rebalancing Strategy
Fund Managers
Ms. Aparna Shanker
(Equity)
Over 32 years of experience in the Mutual Fund industry across various domains. From Apr 2022 to Jan 2025: Fund Manager, SBI Resurgent India Opportunities Fund. From Sept 2012 to Mar 2022: Fund Manager, SBI ESG Fund (PMS), Amundi India Infrastructure Opportunities Fund (international mandate managed by SBI Funds Management). She has also worked with Unit Trust of India, Birla Global Finance and Sahara Mutual Fund in the past.
Mr. Rouhak Shah
(Equity)
Over 16 years of experience in the financial services sector as an Equity Trader. From Aug 2022 to Jan 2025: Head Dealing - Motilal Oswal Mutual Fund. From Sept 2016 to July 2022: Equity Trader - ICICI Prudential Life Insurance. From June 2009 to Aug 2016: Equity Trader - Kotak Life Insurance
Mr. Neeraj Jain
(Fixed Income)
Mr. Neeraj Jain brings over 8 years of experience in financial markets, primarily in fixed income investing. He has previously worked as Fund Manager – Fixed Income at TRUST Asset Management Private Limited and has also held roles as Dealer – Fixed Income and AVP – Product Lead within the same organisation. Earlier in his career, he worked as an Institutional Dealer (WDM Desk) at TRUST Group and as a Trader – Interest Rate Markets at Futures First.
Scheme Documents
Scheme Information Document (SID)
Key Information Memorandum (KIM)
Product Brochure
Product Label
Scheme Risk-o-meter
Investors understand that their principal will be at Low to Moderate Risk
Arbitrage Fund
Benchmark Risk-o-meter
The Risk of the Benchmark is Low Risk
NIFTY 50 Arbitrage TRI
