Edelweiss Mutual Fund Managing Director and CEO Radhika Gupta has highlighted a fund offering that brings together the asset manager’s capabilities across arbitrage and equity along with income strategies.
Responding to a post about the fund on X, Gupta said the product brings these investment capabilities together while keeping it accessible to retail investors.
“Fund that brings our arbitrage and equity capabilities along with income strategies, at a retail ticket size,” Gupta said in her post on X.
Focus on multiple investment strategies
The fund combines different investment approaches instead of relying on a single asset class or strategy. Arbitrage strategies typically seek to benefit from price differences between related securities, while equity investments are aimed at long-term capital appreciation.
The inclusion of income strategies can provide another component to the portfolio, potentially making the product relevant for investors looking for a combination of growth and income-oriented exposure.
Gupta’s comments come as mutual fund companies increasingly focus on offering products that can provide retail investors access to diversified investment strategies through a single fund structure.
Radhika Gupta’s recent fund-related views
Gupta has recently been vocal about making investment products simpler and more accessible for retail investors. In another recent fund launch, she described Edelweiss Mutual Fund’s Nifty REITs and Realty Index Fund as a simpler way for investors to gain exposure to listed real estate without directly buying physical property.
Her latest comment similarly highlights the objective of bringing multiple investment capabilities into a retail-oriented investment product.
Quiet consistency over a decade
On August 9, 2026, investor and content creator GrowthEdge has pointed out the fund’s track record – a 10-year CAGR of 10.21 per cent and a 5-year CAGR of 10.07 per cent. The standout feature noted was the absence of negative returns in any calendar year over the past 10 years, despite the fund typically keeping direct equity exposure around 25 per cent.
The post described it as “a hybrid fund quietly doing what most investors overlook,” arguing that many similar strategies deliver better risk-adjusted returns but remain under the radar for most investors.
(Disclaimer: The above article is meant for informational purposes only and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money-related decisions.)
