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: 3,59,008 Cr

Best performing Arbitrage Mutual Funds

Name	AUM (Cr)	Base Exp. Ratio (%)	1Y Return	3Y CAGR	5Y CAGR
Invesco India Arbitrage Fund	30,617.52	0.34	6.92%	7.52%	7.06%
Kotak Arbitrage Fund	75,712.35	0.33	6.84%	7.52%	6.93%
Edelweiss Arbitrage Fund	15,139.16	0.33	6.78%	7.47%	6.89%
SBI Arbitrage Fund	47,282.79	0.34	6.65%	7.33%	6.85%
Tata Arbitrage Fund	24,949.62	0.26	6.87%	7.53%	6.85%
Axis Arbitrage Fund	10,594.14	0.27	6.82%	7.41%	6.83%
Aditya Birla SL Arbitrage Fund	27,237.15	0.27	6.84%	7.48%	6.80%
Nippon India Arbitrage Fund	17,532.65	0.28	6.84%	7.37%	6.79%
Mirae Asset Arbitrage Fund	3,871.56	0.13	6.82%	7.42%	6.76%
Bandhan Arbitrage Fund	7,796.15	0.29	6.59%	7.36%	6.74%

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Overview of Arbitrage Mutual Funds

Invesco India Arbitrage Fund

AUM
₹ 30,617.52 Cr.
Base Exp. Ratio
0.34%
5Y CAGR
7.06%

Performance

The fund's annualised performance has been 6.95% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 1.2% vs its category average of 1.38%.

Composition

Equity makes up for the majority of the fund at 77.54% along with the largest allocation towards Others at 89.91%.

Kotak Arbitrage Fund

AUM
₹ 75,712.35 Cr.
Base Exp. Ratio
0.33%
5Y CAGR
6.93%

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 1.27% vs its category average of 1.38%.

Composition

Equity makes up for the majority of the fund at 74.23% along with the largest allocation towards Others at 20.32%.

Edelweiss Arbitrage Fund

AUM
₹ 15,139.16 Cr.
Base Exp. Ratio
0.33%
5Y CAGR
6.89%

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 1.21% vs its category average of 1.38%.

Composition

Equity makes up for the majority of the fund at 69.68% along with the largest allocation towards Public Banks at 19.07%.

SBI Arbitrage Fund

AUM
₹ 47,282.79 Cr.
Base Exp. Ratio
0.34%
5Y CAGR
6.85%

Performance

The fund's annualised performance has been 6.83% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 1.34% vs its category average of 1.38%.

Composition

Equity makes up for the majority of the fund at 77.17% along with the largest allocation towards Others at 20.42%.

Tata Arbitrage Fund

AUM
₹ 24,949.62 Cr.
Base Exp. Ratio
0.26%
5Y CAGR
6.85%

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 1.17% vs its category average of 1.38%.

Composition

Equity makes up for the majority of the fund at 66.03% along with the largest allocation towards Public Banks at 20.7%.

Axis Arbitrage Fund

AUM
₹ 10,594.14 Cr.
Base Exp. Ratio
0.27%
5Y CAGR
6.83%

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 1.23% vs its category average of 1.38%.

Composition

Cash & Equivalents makes up for the majority of the fund at 70.44% along with the largest allocation towards Others at 80.48%.

Aditya Birla SL Arbitrage Fund

AUM
₹ 27,237.15 Cr.
Base Exp. Ratio
0.27%
5Y CAGR
6.8%

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 1.25% vs its category average of 1.38%.

Composition

Equity makes up for the majority of the fund at 71.33% along with the largest allocation towards Others at 19.18%.

Nippon India Arbitrage Fund

AUM
₹ 17,532.65 Cr.
Base Exp. Ratio
0.28%
5Y CAGR
6.79%

Performance

The fund's annualised performance has been 7.07% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 1.26% vs its category average of 1.38%.

Composition

Equity makes up for the majority of the fund at 69.1% along with the largest allocation towards Others at 24.1%.

Mirae Asset Arbitrage Fund

AUM
₹ 3,871.56 Cr.
Base Exp. Ratio
0.13%
5Y CAGR
6.76%

Performance

The fund's annualised performance has been 6.24% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 1.34% vs its category average of 1.38%.

Composition

Equity makes up for the majority of the fund at 79.03% along with the largest allocation towards Others at 21.43%.

Bandhan Arbitrage Fund

AUM
₹ 7,796.15 Cr.
Base Exp. Ratio
0.29%
5Y CAGR
6.74%

Performance

The fund's annualised performance has been 6.93% since inception.

Risk

The fund has been categorised as Low by SEBI and has a standard deviation of 1.22% vs its category average of 1.38%.

Composition

Equity makes up for the majority of the fund at 72.76% along with the largest allocation towards Others at 28.35%.

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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