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: 37
💰 Total AUM: 3,51,582 Cr

Best performing Arbitrage Mutual Funds

Name	AUM (Cr)	Exp Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Invesco India Arbitrage Fund	27,399.88	0.40	7.10%	7.83%	6.81%
Kotak Arbitrage Fund	72,153.44	0.44	7.01%	7.84%	6.73%
Edelweiss Arbitrage Fund	16,269.60	0.39	6.94%	7.77%	6.70%
Tata Arbitrage Fund	20,013.43	0.31	7.19%	7.82%	6.68%
SBI Arbitrage Opportunities Fund	41,713.82	0.41	6.99%	7.70%	6.64%
Aditya Birla SL Arbitrage Fund	25,396.48	0.31	7.16%	7.77%	6.63%
Axis Arbitrage Fund	8,400.40	0.33	7.04%	7.67%	6.61%
Nippon India Arbitrage Fund	16,390.20	0.38	6.91%	7.67%	6.59%
Mirae Asset Arbitrage Fund	4,154.46	0.15	6.93%	7.73%	6.54%
UTI Arbitrage Fund	10,464.65	0.25	7.00%	7.69%	6.53%

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Overview of Arbitrage Mutual Funds

Invesco India Arbitrage Fund

AUM
₹ 27,399.88 Cr.
Expense Ratio
0.4%
5Y CAGR
6.81%

Performance

The fund's annualised performance has been 6.98% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.83% vs its category average of 0.84%.

Composition

Cash & Equivalents makes up for the majority of the fund at 84.54% along with the largest allocation towards Others at 97.51%.

Kotak Arbitrage Fund

AUM
₹ 72,153.44 Cr.
Expense Ratio
0.44%
5Y CAGR
6.73%

Performance

The fund's annualised performance has been 7.1% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.83% vs its category average of 0.84%.

Composition

Equity makes up for the majority of the fund at 80.93% along with the largest allocation towards Others at 17.22%.

Edelweiss Arbitrage Fund

AUM
₹ 16,269.60 Cr.
Expense Ratio
0.39%
5Y CAGR
6.7%

Performance

The fund's annualised performance has been 6.86% 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 0.84%.

Composition

Equity makes up for the majority of the fund at 73.59% along with the largest allocation towards Private Banks at 14.16%.

Tata Arbitrage Fund

AUM
₹ 20,013.43 Cr.
Expense Ratio
0.31%
5Y CAGR
6.68%

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 0.77% vs its category average of 0.84%.

Composition

Equity makes up for the majority of the fund at 78.34% along with the largest allocation towards Private Banks at 14.18%.

SBI Arbitrage Opportunities Fund

AUM
₹ 41,713.82 Cr.
Expense Ratio
0.41%
5Y CAGR
6.64%

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 0.84%.

Composition

Equity makes up for the majority of the fund at 74.43% along with the largest allocation towards Others at 17.41%.

Aditya Birla SL Arbitrage Fund

AUM
₹ 25,396.48 Cr.
Expense Ratio
0.31%
5Y CAGR
6.63%

Performance

The fund's annualised performance has been 7% 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 0.84%.

Composition

Equity makes up for the majority of the fund at 77.72% along with the largest allocation towards Others at 19.8%.

Axis Arbitrage Fund

AUM
₹ 8,400.40 Cr.
Expense Ratio
0.33%
5Y CAGR
6.61%

Performance

The fund's annualised performance has been 6.72% 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 0.84%.

Composition

Cash & Equivalents makes up for the majority of the fund at 78.86% along with the largest allocation towards Others at 87.66%.

Nippon India Arbitrage Fund

AUM
₹ 16,390.20 Cr.
Expense Ratio
0.38%
5Y CAGR
6.59%

Performance

The fund's annualised performance has been 7.1% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.83% vs its category average of 0.84%.

Composition

Equity makes up for the majority of the fund at 74.83% along with the largest allocation towards Others at 20.81%.

Mirae Asset Arbitrage Fund

AUM
₹ 4,154.46 Cr.
Expense Ratio
0.15%
5Y CAGR
6.54%

Performance

The fund's annualised performance has been 6.22% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 0.9% vs its category average of 0.84%.

Composition

Equity makes up for the majority of the fund at 80.65% along with the largest allocation towards Miscellaneous at 12.42%.

UTI Arbitrage Fund

AUM
₹ 10,464.65 Cr.
Expense Ratio
0.25%
5Y CAGR
6.53%

Performance

The fund's annualised performance has been 6.8% 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 0.84%.

Composition

Equity makes up for the majority of the fund at 70.77% along with the largest allocation towards Others at 23.71%.

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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