The table below shows India’s Top Arbitrage Mutual Funds based on AUM, NAV, and minimum SIP.
| Name | AUM (Cr) | Minimum SIP (Rs) | NAV (Rs) |
| Kotak Equity Arbitrage Fund | 39099.34 | 100.0 | 36.23 |
| SBI Arbitrage Opportunities Fund | 26629.96 | 1500.0 | 32.59 |
| ICICI Pru Equity-Arbitrage Fund | 17500.04 | 500.0 | 33.33 |
| Invesco India Arbitrage Fund | 14592.95 | 0.0 | 31.24 |
| Nippon India Arbitrage Fund | 13853.85 | 1500.0 | 26.02 |
| HDFC Arbitrage Fund | 10993.68 | 5000.0 | 28.98 |
| Aditya Birla SL Arbitrage Fund | 10668.41 | 0.0 | 25.91 |
| Tata Arbitrage Fund | 9643.62 | 150.0 | 13.67 |
| Edelweiss Arbitrage Fund | 8768.07 | 100.0 | 18.83 |
| Bandhan Arbitrage Fund | 5767.97 | 100.0 | 31.79 |
Content:
- Best Arbitrage Mutual Funds
- Arbitrage Mutual Funds India
- Top Arbitrage Mutual Funds India
- Best Arbitrage Mutual Funds In India
- Top Arbitrage Mutual Funds India – FAQ
- Introduction to Top Arbitrage Mutual Funds India
Best Arbitrage Mutual Funds
The table below shows the Best Arbitrage Mutual Funds based on the lowest to highest expense ratio.
| Name | Expense Ratio % |
| Mirae Asset Arbitrage Fund | 0.16 |
| ITI Arbitrage Fund | 0.2 |
| Bank of India Arbitrage Fund | 0.24 |
| Bajaj Finserv Arbitrage Fund | 0.27 |
| HSBC Arbitrage Fund | 0.27 |
| Sundaram Arbitrage Fund | 0.28 |
| NJ Arbitrage Fund | 0.29 |
| ICICI Pru Equity-Arbitrage Fund | 0.3 |
| Tata Arbitrage Fund | 0.3 |
| Axis Arbitrage Fund | 0.31 |
Arbitrage Mutual Funds India
The table below shows Arbitrage Mutual Funds India based on the Highest 5Y CAGR.
| Name | CAGR 5Y (Cr) |
| Tata Arbitrage Fund | 6.14 |
| Edelweiss Arbitrage Fund | 6.07 |
| Invesco India Arbitrage Fund | 6.05 |
| Kotak Equity Arbitrage Fund | 5.97 |
| Nippon India Arbitrage Fund | 5.94 |
| Axis Arbitrage Fund | 5.86 |
| Aditya Birla SL Arbitrage Fund | 5.86 |
| HSBC Arbitrage Fund | 5.84 |
| Baroda BNP Paribas Arbitrage Fund | 5.83 |
| UTI Arbitrage Fund | 5.79 |
Top Arbitrage Mutual Funds India
The table below shows Top Arbitrage Mutual Funds India based on exit load i.e. the fee that the AMC charges investors when exiting or redeeming their fund units.
| Name | Exit Load % | AMC |
| Edelweiss Arbitrage Fund | 0.1 | Edelweiss Asset Management Limited |
| Kotak Equity Arbitrage Fund | 0.25 | Kotak Mahindra Asset Management Company Limited |
| Mahindra Manulife Arbitrage Fund | 0.25 | Mahindra Manulife Investment Management Private Limited |
| Sundaram Arbitrage Fund | 0.25 | Sundaram Asset Management Company Limited |
| LIC MF Arbitrage Fund | 0.25 | LIC Mutual Fund Asset Management Limited |
| PGIM India Arbitrage Fund | 0.25 | PGIM India Asset Management Private Limited |
| Union Arbitrage Fund | 0.25 | Union Asset Management Company Pvt. Ltd. |
| Parag Parikh Arbitrage Fund | 0.25 | PPFAS Asset Management Pvt. Ltd. |
| Bajaj Finserv Arbitrage Fund | 0.25 | Bajaj Finserv Asset Management Limited |
| Baroda BNP Paribas Arbitrage Fund | 0.25 | Baroda BNP Paribas Asset Management India Pvt. Ltd. |
Best Arbitrage Mutual Funds In India
The table below shows the Best Arbitrage Mutual Funds In India based on Absolute 1 Year Returns and AMC.
| Name | AMC | Absolute Returns – 1Y % |
| Kotak Equity Arbitrage Fund | Kotak Mahindra Asset Management Company Limited | 8.52 |
| Edelweiss Arbitrage Fund | Edelweiss Asset Management Limited | 8.45 |
| Invesco India Arbitrage Fund | Invesco Asset Management Company Pvt Ltd. | 8.44 |
| SBI Arbitrage Opportunities Fund | SBI Funds Management Limited | 8.38 |
| Mirae Asset Arbitrage Fund | Mirae Asset Investment Managers (India) Private Limited | 8.37 |
| Tata Arbitrage Fund | Tata Asset Management Private Limited | 8.36 |
| Baroda BNP Paribas Arbitrage Fund | Baroda BNP Paribas Asset Management India Pvt. Ltd. | 8.36 |
| Nippon India Arbitrage Fund | Nippon Life India Asset Management Limited | 8.34 |
| Aditya Birla SL Arbitrage Fund | Aditya Birla Sun Life AMC Limited | 8.32 |
| Bandhan Arbitrage Fund | Bandhan AMC Limited | 8.29 |
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Top Arbitrage Mutual Funds India – FAQ
Which is the best arbitrage fund in India?
Top 5 arbitrage funds in India based on AUM, NAV:
- Kotak Equity Arbitrage Fund
- SBI Arbitrage Opportunities Fund
- ICICI Pru Equity-Arbitrage Fund
- Invesco India Arbitrage Fund
- Nippon India Arbitrage Fund
What are arbitrage funds in mutual funds?
Arbitrage funds in mutual funds exploit price differentials in various markets to generate returns, typically involving simultaneous buying and selling of securities to benefit from market inefficiencies.
Is it good to invest in arbitrage funds?
Investing in arbitrage funds can be beneficial for those seeking relatively lower-risk options with potentially stable returns, especially during volatile market conditions or for short-term investments.
Are arbitrage funds better than FD?
Arbitrage funds offer potential advantages over fixed deposits (FDs), such as tax efficiency and potentially higher returns, especially in a falling interest rate scenario, but they also carry market risk.
Introduction to Top Arbitrage Mutual Funds India
Top Arbitrage Mutual Funds India – AUM, NAV
Kotak Equity Arbitrage Fund
Kotak Equity Arbitrage Fund Direct-Growth is an arbitrage mutual fund scheme offered by Kotak Mahindra Mutual Fund. Launched on January 1, 2013, this fund has been operational for 11 years and two months.
The Kotak Equity Arbitrage Fund imposes an exit load of 0.25% and maintains an expense ratio of 0.43%. Despite its low-risk level, it has shown a Compound Annual Growth Rate (CAGR) of 5.97% over the past five years. Additionally, the fund oversees assets worth ₹39,099.34 crore.
The distribution of holdings shows 2.21% in cash and equivalents, 3.11% in commercial paper, 24.22% in mutual funds, and the majority, 70.46%, in equity.
SBI Arbitrage Opportunities Fund
SBI Arbitrage Opportunities Fund Direct-Growth is an arbitrage mutual fund scheme provided by SBI Mutual Fund. It was initiated on January 1, 2013, and has been operational for 11 years and two months.
The SBI Arbitrage Opportunities Fund has an exit load of 0.25% and an expense ratio of 0.43%. Despite being categorized as low-risk, it has shown a Compound Annual Growth Rate (CAGR) of 5.71% over the past five years. Additionally, the fund manages assets totaling ₹26,629.96 crore.
The shareholding breakdown includes 3.21% in treasury bills, 3.76% in commercial paper, 6.20% in cash and equivalents, 11.92% in mutual funds, and the majority, 73.93%, in equity.
ICICI Pru Equity-Arbitrage Fund
ICICI Prudential Equity Arbitrage Direct-Growth is an arbitrage mutual fund scheme offered by ICICI Prudential Mutual Fund. Launched on January 1, 2013, the fund has been active for 11 years and 2 months.
The ICICI Pru Equity-Arbitrage Fund imposes an exit load of 0.25% and maintains an expense ratio of 0.3%. Despite being classified as low-risk, it has demonstrated a Compound Annual Growth Rate (CAGR) of 5.79% over the past 5 years. Additionally, the fund oversees assets totaling ₹17,500.04 crore.
The distribution of holdings reveals 5.41% in commercial paper, 6.18% in cash and equivalents, 7.55% in treasury bills, 9.24% in mutual funds, and the majority, 69.15%, in equity.
Best Arbitrage Mutual Funds – Expense Ratio
Mirae Asset Arbitrage Fund
Mirae Asset Arbitrage Fund Direct is an arbitrage mutual fund scheme offered by Mirae Asset Mutual Fund. Launched on June 3, 2020, the fund has been operational for 3 years and 9 months.
The Mirae Asset Arbitrage Fund has an exit load of 0.25% and an expense ratio of 0.16%. Despite its low-risk profile, it hasn’t shown any Compound Annual Growth Rate (CAGR) over the past 5 years. Additionally, the fund manages assets totaling ₹1,023.92 crore.
The distribution of holdings shows 2.06% in commercial paper, 3.34% in mutual funds, 7.80% in treasury bills, 12.06% in cash and equivalents, and the majority, 72.26%, in equity.
ITI Arbitrage Fund
ITI Arbitrage Fund Direct is an arbitrage mutual fund scheme provided by ITI Mutual Fund. Established on August 20, 2019, the fund has been active for 4 years and 6 months.
The ITI Arbitrage Fund incurs an exit load of 0.25% and maintains an expense ratio of 0.2%. Despite its low-risk nature, it has not shown any Compound Annual Growth Rate (CAGR) over the past 5 years. Additionally, the fund manages assets totaling ₹25.49 crore.
The distribution of holdings indicates 10.49% in cash and equivalents, 14.66% in mutual funds, and the majority, 74.85%, in equity.
Bank of India Arbitrage Fund
Bank of India Arbitrage Fund Direct is an arbitrage mutual fund scheme offered by Bank of India Mutual Fund. Launched on May 31, 2018, the fund has been operational for five years and nine months.
The Bank of India Arbitrage Fund imposes an exit load of 0.5% and maintains an expense ratio of 0.24%. Despite its low-risk classification, it has shown a Compound Annual Growth Rate (CAGR) of 4.66% over the past five years. Additionally, the fund manages assets totaling ₹22.33 crore.
The shareholding distribution includes 8.58% in mutual funds, 10.79% in treasury bills, 69.21% in equity, and a significant portion, 81.11%, in cash and equivalents.
Arbitrage Mutual Funds India – 5Y CAGR
Tata Arbitrage Fund
Tata Arbitrage Fund Direct is an arbitrage mutual fund scheme provided by Tata Mutual Fund. Established on December 10, 2018, the fund has been active for 5 years and 3 months.
The Tata Arbitrage Fund applies an exit load of 0.25% and maintains an expense ratio of 0.3%. Despite being categorized as low-risk, it has exhibited a Compound Annual Growth Rate (CAGR) of 6.14% over the past five years. Moreover, the fund manages assets amounting to ₹9,643.62 crore.
The allocation of holdings includes 0.68% in cash and equivalents, 1.85% in corporate debt, 13.70% in mutual funds, 15.17% in commercial paper, and the majority, 68.60%, in equity.
Edelweiss Arbitrage Fund
Tata Arbitrage Fund Direct is an arbitrage mutual fund scheme provided by Tata Mutual Fund. Established on December 10, 2018, the fund has been active for 5 years and 3 months.
The Edelweiss Arbitrage Fund incurs an exit load of 0.1% and maintains an expense ratio of 0.38%. Despite its low-risk designation, it has showcased a Compound Annual Growth Rate (CAGR) of 6.07% over the past 5 years. Additionally, the fund manages assets totaling ₹8,768.07 crore.
The distribution of holdings comprises 0.68% in cash and equivalents, 1.85% in corporate debt, 13.70% in mutual funds, 15.17% in commercial paper, and the majority, 68.60%, in equity.
Invesco India Arbitrage Fund
Invesco India Arbitrage Fund Direct is an arbitrage mutual fund scheme provided by Invesco Mutual Fund. It was launched on January 1, 2013, and has been operational for 11 years and 2 months.
The Invesco India Arbitrage Fund imposes an exit load of 0.5% and maintains an expense ratio of 0.37%. Despite its low-risk categorization, it has exhibited a Compound Annual Growth Rate (CAGR) of 6.05% over the past five years. Moreover, the fund manages assets amounting to ₹14,592.95 crore.
The shareholding composition includes 0.65% in corporate debt, 0.68% in commercial paper, 18.66% in mutual funds, 70.15% in equity, and a significant portion, 80.24%, in cash and equivalents.
Top Arbitrage Mutual Funds India – Exit Load
Mahindra Manulife Arbitrage Fund
Mahindra Manulife Arbitrage Fund Direct is an arbitrage mutual fund scheme offered by Mahindra Manulife Mutual Fund. It commenced on August 12, 2020, and has been active for 3 years and 7 months.
The Mahindra Manulife Arbitrage Fund applies an exit load of 0.25% and has an expense ratio of 0.38%. Despite being categorized as low-risk, it has not shown any Compound Annual Growth Rate (CAGR) over the past 5 years. Additionally, the fund manages assets totaling ₹45.74 crore.
Sundaram Arbitrage Fund
Sundaram Arbitrage Fund Direct-Growth is an arbitrage mutual fund scheme managed by Sundaram Mutual Fund. It was launched on March 28, 2016, and has been operational for seven years and 11 months.
The Sundaram Arbitrage Fund has an exit load of 0.25% and an expense ratio of 0.28%. Despite being classified as low risk, it has shown a Compound Annual Growth Rate (CAGR) of 4.43% over the past five years. Moreover, the fund manages assets amounting to ₹94.27 crore.
LIC MF Arbitrage Fund
LIC MF Arbitrage Fund Direct is an arbitrage mutual fund scheme offered by LIC Mutual Fund. It was launched on January 4, 2019, and has been active for 5 years and 2 months.
The LIC MF Arbitrage Fund incurs an exit load of 0.25% and bears an expense ratio of 0.31%. Despite being categorized as low risk, it has exhibited a Compound Annual Growth Rate (CAGR) of 5.44% over the past 5 years. Additionally, the fund manages assets totaling ₹108.36 crore.
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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.
