July 2, 2025
mayank
Edelweiss Income Plus Arbitrage Active FoF details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Fund Manager | Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Edelweiss Income Plus Arbitrage Active FoF Open Date, Close Date?
NFO opens on July 03, 2025
NFO will close on July 15, 2025
Investment Strategy for this NFO?
The scheme seek to generate long-term capital appreciation by investing in units of actively managed debt oriented mutual fund schemes and actively managed arbitrage mutual fund schemes.
Basic Details
| Fund House | Edelweiss Mutual Fund |
| Issue Open | 03 July 2025 |
| Issue Close | 15 July 2025 |
| Type | Open-ended |
| Category | Debt: Others |
| Min. Investment(Rs) | 100 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Moderate |
| Benchmark | NIFTY Short Duration Index (60), NIFTY 50 Arbitrage TRI (40) |
About Benchmark Index for this NFO?
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Fund Managers of Edelweiss Income Plus Arbitrage Active FoF
1) Bharat Lahoti
Education: Mr. Lahoti is a B.E. (Electronics & Communication) from Mumbai University and MMS (Finance) from N L Dalmia Institute of Management Studies
Experience: Prior to joining Edelweiss Asset Management Limited as a Fund Manager – Equity and a Key Person , he was associated with D.E. Shaw India Software Pvt. Ltd. as a Senior Manager – Fundamental Research and has an overall work experience of 9 years in the research function of organizations in the financial services sector.
2) Bhavesh Jain
Education: Mr. Jain is a MMS (Finance) from Mumbai University.
Experience: Prior to joining Edelweiss Mutual Fund he was previously associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
3) Hetul Raval
Education: Mr. Hetul Raval has completed his MMS in Finance.
Experience: Prior to joining Edelweiss Mutual Fund, he has worked with A. K. Capital Finance Ltd., A.K. Stockmart Pvt. Ltd. and Kotak Mahindra Bank Ltd.
4) Rahul Dedhia
Education: Mr. Dedhia is a B.E. (Electronics) and also holds a PGeMBA – Finance.
Experience: Prior to joining Edelweiss Mutual Fund, he has worked with PGIM India Mutual Fund as Assistant Fund Manager.
AMC
Edelweiss Asset Management Ltd.
Address: Edelweiss House Off C.S.T. Road, Kalina Mumbai – 400098
Website: http://www.edelweissmf.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Edelweiss Income Plus Arbitrage Active FoF @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY Short Duration Index (60), NIFTY 50 Arbitrage TRI (40)
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | – | – | – | – | – |
| Total Return | – | – | – | – | – |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | – | – | – |
| Beta (NIFTY 50) | – | – | – |
| Correlation (NIFTY 50) | – | – | – |
Fundamentals
| P/E | P/B | Dividend Yield |
| – | – | – |
Study about Benchmark Index in details
Note on Benchmark Performance:
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[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Bharat Lahoti
| Fund | Edelweiss Large Cap Fund | It’s Benchmark | Edelweiss Equity Savings Fund | It’s Benchmark |
| 1 Year | 5.60 | 5.99 | 9.10 | 6.78 |
| 3 Year | 22.35 | 20.10 | 12.38 | 13.52 |
| 5 Year | 22.44 | 21.78 | 11.33 | 12.81 |
| 7 Year | 15.71 | 15.09 | 9.57 | 10.35 |
| 10 Year | 13.81 | 13.54 | 8.93 | 9.52 |
As on 03-7-2025
Past Performance of Bhavesh Jain
| Fund | Edelweiss Nifty 50 Index Fund | It’s Benchmark | Edelweiss Balanced Advantage Fund | It’s Benchmark |
| 1 Year | 6.09 | 5.99 | 4.76 | 5.40 |
| 3 Year | 17.75 | 20.10 | 15.10 | 16.72 |
| 5 Year | — | — | 15.47 | 16.56 |
| 7 Year | — | — | 12.37 | 12.46 |
| 10 Year | — | — | 10.30 | 11.38 |
As on 03-7-2025
Past Performance of Hetul Raval
| Fund | Edelweiss Money Market Fund | It’s Benchmark | Edelweiss Overnight Fund | It’s Benchmark |
| 1 Year | 7.52 | 5.21 | 6.27 | 5.21 |
| 3 Year | 6.59 | 4.53 | 6.33 | 4.53 |
| 5 Year | 5.03 | 3.53 | 5.08 | 3.53 |
| 7 Year | 6.92 | 3.74 | — | — |
| 10 Year | 6.45 | 3.94 | — | — |
As on 03-7-2025
Past Performance of Rahul Dedhia
| Fund | Edelweiss Balanced Advantage Fund | It’s Benchmark | Edelweiss Liquid Fund | It’s Benchmark |
| 1 Year | 4.76 | 5.40 | 7.16 | 5.21 |
| 3 Year | 15.10 | 16.72 | 6.88 | 4.53 |
| 5 Year | 15.47 | 16.56 | 5.43 | 3.53 |
| 7 Year | 12.37 | 12.46 | 5.73 | 3.74 |
| 10 Year | 10.30 | 11.38 | 6.09 | 3.94 |
As on 03-7-2025
Note on Fund Managers’ performance
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[ C ] Conclusion
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Edelweiss Income Plus Arbitrage Active Fund oF Fund NFO?
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