The Wealth Company Mutual Fund has announced significant changes to the investment requirements of its The Wealth Company Arbitrage Fund. According to the fund announcement, these modifications became effective June 16, 2026. The changes represent a substantial reduction in the minimum investment thresholds for both new and additional investments in the arbitrage fund.
The most significant change involves the minimum application amount, which has been reduced from ₹1,000 to ₹100. This represents a 90% decrease in the entry barrier for new investors. Similarly, the minimum additional amount has been lowered from ₹1,000 to ₹100, maintaining the same reduction percentage. As reported by the fund announcement, these changes aim to make the arbitrage fund more accessible to a broader range of investors.
The revised structure shows a consistent approach across both investment types. According to the fund details, the minimum application amount and minimum additional amount are now both set at ₹100. This uniform reduction ensures that both new and existing investors face the same low entry threshold, potentially expanding the fund's investor base significantly.
According to the latest performance data, Kotak Arbitrage Fund has demonstrated consistent returns across multiple timeframes. The fund has achieved 100% positive returns across all tracked periods, with 5-year CAGR of 6.48% and 1-year returns of 3.30%. The fund's strategy focuses on arbitrage opportunities between cash and derivatives markets, maintaining fully hedged equity positions to capture price differentials while offering equity-oriented tax treatment for investors seeking short to medium-term investment horizons.
