Arbitrage Mutual Funds

Arbirtage funds are the hybrid funds as they have sizeable exposure to debt markets. These fund leverages the price differential in the cash and cash derivatives markets to generate returns.

⏱ Horizon: Very short
🔢 Total funds: 40
💰 Total AUM: 3,50,928 Cr

Best performing Arbitrage Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Invesco India Arbitrage Fund	26,370.10	0.40	6.58%	7.73%	6.88%
Kotak Arbitrage Fund	69,951.21	0.39	6.46%	7.75%	6.80%
Edelweiss Arbitrage Fund	14,413.94	0.37	6.45%	7.69%	6.77%
Tata Arbitrage Fund	21,823.93	0.31	6.64%	7.73%	6.73%
SBI Arbitrage Opportunities Fund	42,847.28	0.40	6.44%	7.60%	6.72%
Axis Arbitrage Fund	9,022.68	0.31	6.49%	7.58%	6.69%
Aditya Birla SL Arbitrage Fund	25,678.50	0.31	6.52%	7.68%	6.67%
Nippon India Arbitrage Fund	16,332.45	0.31	6.41%	7.56%	6.65%
Mirae Asset Arbitrage Fund	3,460.75	0.13	6.40%	7.61%	6.61%
Bandhan Arbitrage Fund	7,895.29	0.34	6.28%	7.58%	6.61%

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Overview of Arbitrage Mutual Funds

Invesco India Arbitrage Fund

AUM
₹ 26,370.10 Cr.
Expense Ratio
0.4%
5Y CAGR
6.88%

Performance

The fund's annualised performance has been 6.96% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.8% vs its category average of 0.85%.

Composition

Cash & Equivalents makes up for the majority of the fund at 67.96% along with the largest allocation towards Others at 78.65%.

Kotak Arbitrage Fund

AUM
₹ 69,951.21 Cr.
Expense Ratio
0.39%
5Y CAGR
6.8%

Performance

The fund's annualised performance has been 7.09% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.82% vs its category average of 0.85%.

Composition

Equity makes up for the majority of the fund at 62.61% along with the largest allocation towards Others at 28.27%.

Edelweiss Arbitrage Fund

AUM
₹ 14,413.94 Cr.
Expense Ratio
0.37%
5Y CAGR
6.77%

Performance

The fund's annualised performance has been 6.85% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.79% vs its category average of 0.85%.

Composition

Equity makes up for the majority of the fund at 65.05% along with the largest allocation towards Others at 21.99%.

Tata Arbitrage Fund

AUM
₹ 21,823.93 Cr.
Expense Ratio
0.31%
5Y CAGR
6.73%

Performance

The fund's annualised performance has been 6.54% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.76% vs its category average of 0.85%.

Composition

Equity makes up for the majority of the fund at 64.99% along with the largest allocation towards Others at 16.43%.

SBI Arbitrage Opportunities Fund

AUM
₹ 42,847.28 Cr.
Expense Ratio
0.4%
5Y CAGR
6.72%

Performance

The fund's annualised performance has been 6.84% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.78% vs its category average of 0.85%.

Composition

Equity makes up for the majority of the fund at 70.98% along with the largest allocation towards Others at 19.09%.

Axis Arbitrage Fund

AUM
₹ 9,022.68 Cr.
Expense Ratio
0.31%
5Y CAGR
6.69%

Performance

The fund's annualised performance has been 6.71% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.77% vs its category average of 0.85%.

Composition

Cash & Equivalents makes up for the majority of the fund at 65.78% along with the largest allocation towards Others at 73.55%.

Aditya Birla SL Arbitrage Fund

AUM
₹ 25,678.50 Cr.
Expense Ratio
0.31%
5Y CAGR
6.67%

Performance

The fund's annualised performance has been 6.99% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.78% vs its category average of 0.85%.

Composition

Equity makes up for the majority of the fund at 67.35% along with the largest allocation towards Others at 20.05%.

Nippon India Arbitrage Fund

AUM
₹ 16,332.45 Cr.
Expense Ratio
0.31%
5Y CAGR
6.65%

Performance

The fund's annualised performance has been 7.08% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.81% vs its category average of 0.85%.

Composition

Equity makes up for the majority of the fund at 60.41% along with the largest allocation towards Others at 31.19%.

Mirae Asset Arbitrage Fund

AUM
₹ 3,460.75 Cr.
Expense Ratio
0.13%
5Y CAGR
6.61%

Performance

The fund's annualised performance has been 6.21% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.86% vs its category average of 0.85%.

Composition

Equity makes up for the majority of the fund at 79.71% along with the largest allocation towards Others at 17.18%.

Bandhan Arbitrage Fund

AUM
₹ 7,895.29 Cr.
Expense Ratio
0.34%
5Y CAGR
6.61%

Performance

The fund's annualised performance has been 6.94% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.78% vs its category average of 0.85%.

Composition

Equity makes up for the majority of the fund at 68.87% along with the largest allocation towards Others at 28.45%.

This compilation has been made as and by way of an update from the publicly available sources of information.This compilation is provided for information purposes only and is not intended to be relied upon by any party as the basis of any decision.

While every effort has been made to take due care in publishing this compilation and to avoid errors or omissions, this compilation is published with a condition and understanding that the Anchorage Technologies Private Limited (ATPL) shall not be responsible for any damages, compensation or loss or action taken or abstained to be taken on the basis of this article/commentary to any person whomsoever.

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