FoFs (Overseas/Domestic) · Other

Edelweiss Income Plus Arbitrage Omni Fund of Funds

Edelweiss Mutual Fund

Benchmark

60% Nifty Short Duration Debt Index + 40% Nifty 50 Arbitrage TRI

Riskometer

Low to Moderate

Size

₹111 cr

Allotted

18 Jul 2025

Holdings as of

Not on record

Edelweiss Income Plus Arbitrage Omni Fund of Funds is a fofs (overseas/domestic) fund of Edelweiss Mutual Fund with ₹111 cr under management. It is ahead of its benchmark (60% Nifty Short Duration Debt Index + 40% Nifty 50 Arbitrage TRI) in 1 of 1 periods. Its direct plan charges 0.07% a year. Bhavesh Jain has managed it for 1.2 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Edelweiss Income Plus Arbitrage Omni Fund of Funds beaten its benchmark?

Ahead of its benchmark, 60% Nifty Short Duration Debt Index + 40% Nifty 50 Arbitrage TRI, in 1 of 1 periods in AMFI's figures; +5.47% over the last year against +5.41%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	+0.36%	−3.60%	—
3 months	+1.23%	−5.03%	—
6 months	+2.85%	−1.83%	—
1 year	+5.47%	−4.06%	+9.53 pts
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 21 Jul 2025	+5.45%	—	—

Valarth price history to 13 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (60% Nifty Short Duration Debt Index + 40% Nifty 50 Arbitrage TRI) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+5.47%	+5.23%	+5.41%	+0.06	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among FoFs (Overseas/Domestic) funds, and how steady the lead is, in the app

Value of 100, month-end

Jul 2025 to 13 Oct 2026

Fund 107Nifty 500 TRI 97

₹100 put in at the start of Jul 2025 would be ₹107 on 13 Oct 2026, against ₹97 in the Nifty 500 TRI.

What does Edelweiss Income Plus Arbitrage Omni Fund of Funds cost?

0.07% a year on the direct plan, 0.29% on the regular plan; 14 of 94 funds in its category charge less.

Direct plan

0.07% a year

Category median 0.20%

Regular plan

0.29% a year

Category median 0.58%

Gap

0.22 points

for the same holdings

14 of 94 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Other Scheme - FoF Domestic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Edelweiss Income Plus Arbitrage Omni Fund of Funds?

Bhavesh Jain, since 18 Jul 2025; Bharat Lahoti, since 18 Jul 2025; Rahul Dedhia, since 18 Jul 2025.

Bhavesh Jain

Co-Manage · Equity Portion

1.2 years

since 18 Jul 2025

Bharat Lahoti

Co-Manage · Equity Portion

1.2 years

since 18 Jul 2025

Rahul Dedhia

Co-Manage · Debt Portion

1.2 years

since 18 Jul 2025

And 1 more; every manager, the other funds each runs and the changes over time are in the app.

Benchmark as filed60% Nifty Short Duration Debt Index + 40% Nifty 50 Arbitrage TRI

Exit load

NIL

From 1 Scheme Summary Documents filed with NSE, first on 14 Apr 2026; as on 14 Apr 2026

What does Edelweiss Income Plus Arbitrage Omni Fund of Funds hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Edelweiss Income Plus Arbitrage Omni Fund of Funds?

Bhavesh Jain (Co-Manage · Equity Portion) since 18 Jul 2025; Bharat Lahoti (Co-Manage · Equity Portion) since 18 Jul 2025; Rahul Dedhia (Co-Manage · Debt Portion) since 18 Jul 2025; Hetul Raval (Co-Manage · Debt Portion) since 18 Jul 2025.

What is the expense ratio of Edelweiss Income Plus Arbitrage Omni Fund of Funds?

0.07% a year on the direct plan and 0.29% on the regular plan (expense report, Oct 2026).