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Arbitrage funds are the ones that aim at buying and selling securities in varied markets. This lets investors profit from price differences in the markets.
Note the cash market is where transactions are settled on the spot. Future markets are where you can buy or sell assets at a predetermined price on future dates. But, with arbitrage funds, to see substantial gains, one has to execute a large amount of trades since the difference in value is small.
You can see some of the best arbitrage funds in the market today given in the table below.
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| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | 7Y Returns | 10Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
Tata Arbitrage Fund | Hybrid | Low | 16.08 | 1.02 | 6.6% | 7.7% | 6.7% | 6.5% | -- | 5 | ?22,760 | Exit load of 0.25%, if redeemed within 15 days. |
Kotak Arbitrage Fund | Hybrid | Low | 42.56 | 0.42 | 6.5% | 7.7% | 6.8% | 6.3% | 6.5% | 4 | ?72,079 | Exit load of 0.25% if redeemed within 30 days |
Invesco India Arbitrage Fund | Hybrid | Low | 36.71 | 2.42 | 6.6% | 7.7% | 6.9% | 6.4% | 6.5% | 5 | ?28,062 | Exit load of 0.50% if redeemed within 15 days |
Parag Parikh Arbitrage Fund | Hybrid | Low | 11.96 | 0.61 | 6.3% | -- | -- | -- | -- | 2 | ?2,510 | Exit load of 0.25%, if redeemed within 30 days. |
UTI Arbitrage Fund | Hybrid | Low | 39.61 | 0.71 | 6.4% | 7.5% | 6.6% | 6.2% | 6.3% | 3 | ?10,990 | Exit load of 0.25%, if redeemed within 15 days. |
SBI Arbitrage Opportunities Fund | Hybrid | Low | 38.17 | 1.48 | 6.4% | 7.5% | 6.7% | 6.1% | 6.3% | 3 | ?43,265 | Exit load of 0.25%, if redeemed within 15 Days. |
JioBlackRock Arbitrage Fund | Hybrid | Low | 10.35 | 1.14 | -- | -- | -- | -- | -- | -- | ?529 | Exit load of 0.25%, if redeemed within 15 days. |
Nippon India Arbitrage Fund | Hybrid | Low | 30.48 | 0.86 | 6.5% | 7.5% | 6.7% | 6.3% | 6.5% | 3 | ?16,294 | Exit load of 0.25% if redeemed within 15 days. |
Motilal Oswal Arbitrage Fund | Hybrid | Low | 11.10 | 0.63 | 7.1% | -- | -- | -- | -- | -- | ?2,672 | 0.25% for redemption within 15 Days |
Aditya Birla Sun Life Arbitrage Fund | Hybrid | Low | 30.43 | 1.19 | 6.5% | 7.6% | 6.7% | 6.3% | 6.4% | 4 | ?26,280 | Exit load of 0.25%, if redeemed within 15 days. |
ICICI Prudential Arbitrage Direct-Growth | Hybrid | Low | 39.06 | 1.47 | 6.3% | 7.5% | 6.6% | 6.2% | 6.4% | 3 | ?32,260 | Exit load of 0.25% if redeemed within 1 month |
WhiteOak Capital Arbitrage Fund | Hybrid | Low | 11.32 | 1.47 | 6.8% | -- | -- | -- | -- | 5 | ?1,435 | Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days. See more |
Edelweiss Arbitrage Fund | Hybrid | Low | 22.10 | 1.83 | 6.4% | 7.6% | 6.8% | 6.4% | 6.5% | 4 | ?14,862 | Exit load of 0.25%, if redeemed within 15 days. |
Franklin India Arbitrage Fund | Hybrid | Low to Moderate | 11.13 | 1.19 | 6.8% | -- | -- | -- | -- | 3 | ?1,380 | Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 30 days. See more |
HDFC Arbitrage Fund | Hybrid | Low | 21.42 | 1.51 | 6.4% | 7.5% | 6.5% | 6.0% | 6.2% | 3 | ?25,084 | Exit load of 0.25% if redeemed within 1 month |
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These funds can suit investors who are:
Since the fund buys and sells securities at the same time, the transaction is practically free of the dangers associated with long-term investing. Arbitrage funds benefit from volatility. As a result, investors should not be concerned about volatility. Arbitrage opportunities will be accessible as long as the market moves in either direction, and arbitrage fund managers will be able to capitalize on them.
The factors that are to be considered before beginning to invest in arbitrage mutual funds are:
These are excellent funds to earn reasonable returns for those who understand it well. Given that they are a blend of equities and debt funds in a volatile market, they only come with moderate returns.
While finding the best performing arbitrage funds for investment, remember, since these funds carry exit loads, you should only consider them if you are prepared to stay invested for at least 3-6 months.
Arbitrage funds are appropriate if you have short to medium-term financial goals. Instead of a traditional savings account, you can utilize these funds to park excess funds to develop an emergency fund and earn better returns.
Here are some benefits of investing in the best arbitrage mutual funds:
Minimal risk: Arbitrage funds can generate short-term returns by taking advantage of low-risk buy-and-sell opportunities that may arise.
Higher returns than savings accounts: Arbitrage funds have the capacity to generate higher returns than a savings deposit account. They can also generate stable returns in volatile market conditions.
Taxed as equity funds: Arbitrage funds are treated as equity funds for taxation purposes. It’s because these funds invest at least 65% of their assets in equity shares.
Choice of investment route: Investors can either choose the lump sum mode or systematic investment plan (SIP) option to allocate their funds to an arbitrage mutual fund. The former allows individuals to invest the entire amount in a fund all at once. By opting for the SIP route, one can invest in the best arbitrage mutual funds by paying fixed instalments at regular intervals. While the lump sum mode requires an individual to invest at least Rs.1,000, one needs Rs.500 to start investing via the SIP route.
While finding the top arbitrage funds for your portfolio, ensure to go through these risks-
Arbitrage funds are hybrid funds that invest some of their assets in debt. These investments, however, are typically in term deposits or very short-term debt. As a result, while interest rate and credit risks exist, they are minor.
When markets are trading flat, arbitrage chances are limited. In such a case, arbitrage funds may yield below-average returns, which is one of the most notable risks associated with arbitrage funds.
As effective arbitrage funds must execute a large number of trades, their expense ratios can be quite high.
Arbitrage funds involve the simultaneous purchases and sales of an asset in two distinctive markets to profit from the difference in prices.
There are several benefits that come from investing in arbitrage funds, and some of them are low risks, lower volatility, suitable for short-term investors, and tax efficiency.
Arbitrage funds usually come with only a level of risk for the investor since each security is bought and sold at the same time, and there is not much risk involved in it.
Arbitrage funds are a kind of equity-focused mutual fund that can assist conservative investors to benefit from volatile market situations. Investments in FDs earn a higher interest rate for the duration of the deposit until its maturity date. This makes them different investment vehicles with different outcomes.
No, they are not tax-free. But these funds do have some tax exemptions on particular terms and conditions.
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The Tata Arbitrage Fund has given 7.66% annualized returns in the past three years and 6.72% in the last 5 years. The Tata Arbitrage Fund comes under the Hybrid category of Tata Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Tata Arbitrage Fund via lump sum is ?5,000 and via SIP is ?150.
| Min Investment Amt | ?5,000 |
|---|---|
| AUM | ?22,760Cr |
| 1Y Returns | 6.6% |
Fund Performance: The Kotak Arbitrage Fund has given 7.67% annualized returns in the past three years and 6.79% in the last 5 years. The Kotak Arbitrage Fund comes under the Hybrid category of Kotak Mahindra Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Kotak Arbitrage Fund via lump sum is ?100 and via SIP is ?100.
| Min Investment Amt | ?100 |
|---|---|
| AUM | ?72,079Cr |
| 1Y Returns | 6.5% |
Fund Performance: The Invesco India Arbitrage Fund has given 7.65% annualized returns in the past three years and 6.89% in the last 5 years. The Invesco India Arbitrage Fund comes under the Hybrid category of Invesco Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Invesco India Arbitrage Fund via lump sum is ?1,000 and via SIP is ?500.
| Min Investment Amt | ?1,000 |
|---|---|
| AUM | ?28,062Cr |
| 1Y Returns | 6.6% |
Fund Performance: The Parag Parikh Arbitrage Fund comes under the Hybrid category of PPFAS Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Parag Parikh Arbitrage Fund via lump sum is ?1,000 and via SIP is ?1,000.
| Min Investment Amt | ?1,000 |
|---|---|
| AUM | ?2,510Cr |
| 1Y Returns | 6.3% |
Fund Performance: The UTI Arbitrage Fund has given 7.52% annualized returns in the past three years and 6.57% in the last 5 years. The UTI Arbitrage Fund comes under the Hybrid category of UTI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in UTI Arbitrage Fund via lump sum is ?5,000 and via SIP is ?500.
| Min Investment Amt | ?5,000 |
|---|---|
| AUM | ?10,990Cr |
| 1Y Returns | 6.4% |
Fund Performance: The SBI Arbitrage Opportunities Fund has given 7.48% annualized returns in the past three years and 6.71% in the last 5 years. The SBI Arbitrage Opportunities Fund comes under the Hybrid category of SBI Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in SBI Arbitrage Opportunities Fund via lump sum is ?5,000 and via SIP is ?500.
| Min Investment Amt | ?5,000 |
|---|---|
| AUM | ?43,265Cr |
| 1Y Returns | 6.4% |
Fund Performance: The JioBlackRock Arbitrage Fund comes under the Hybrid category of JioBlackRock Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in JioBlackRock Arbitrage Fund via lump sum is ?500 and via SIP is ?500.
| Min Investment Amt | ?500 |
|---|---|
| AUM | ?529Cr |
| 1Y Returns | -- |
Fund Performance: The Nippon India Arbitrage Fund has given 7.5% annualized returns in the past three years and 6.65% in the last 5 years. The Nippon India Arbitrage Fund comes under the Hybrid category of Nippon India Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Nippon India Arbitrage Fund via lump sum is ?5,000 and via SIP is ?100.
| Min Investment Amt | ?5,000 |
|---|---|
| AUM | ?16,294Cr |
| 1Y Returns | 6.5% |
Fund Performance: The Motilal Oswal Arbitrage Fund comes under the Hybrid category of Motilal Oswal Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal Arbitrage Fund via lump sum is ?500 and via SIP is ?500.
| Min Investment Amt | ?500 |
|---|---|
| AUM | ?2,672Cr |
| 1Y Returns | 7.1% |
Fund Performance: The Aditya Birla Sun Life Arbitrage Fund has given 7.6% annualized returns in the past three years and 6.66% in the last 5 years. The Aditya Birla Sun Life Arbitrage Fund comes under the Hybrid category of Aditya Birla Sun Life Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Arbitrage Fund via lump sum is ?1,000 and via SIP is ?100.
| Min Investment Amt | ?1,000 |
|---|---|
| AUM | ?26,280Cr |
| 1Y Returns | 6.5% |
Fund Performance: The ICICI Prudential Arbitrage Direct-Growth has given 7.49% annualized returns in the past three years and 6.59% in the last 5 years. The ICICI Prudential Arbitrage Direct-Growth comes under the Hybrid category of ICICI Prudential Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Arbitrage Direct-Growth via lump sum is ?5,000 and via SIP is ?1,000.
| Min Investment Amt | ?5,000 |
|---|---|
| AUM | ?32,260Cr |
| 1Y Returns | 6.3% |
Fund Performance: The WhiteOak Capital Arbitrage Fund comes under the Hybrid category of WhiteOak Capital Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital Arbitrage Fund via lump sum is ?500 and via SIP is ?100.
| Min Investment Amt | ?500 |
|---|---|
| AUM | ?1,435Cr |
| 1Y Returns | 6.8% |
Fund Performance: The Edelweiss Arbitrage Fund has given 7.61% annualized returns in the past three years and 6.76% in the last 5 years. The Edelweiss Arbitrage Fund comes under the Hybrid category of Edelweiss Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Edelweiss Arbitrage Fund via lump sum is ?100 and via SIP is ?100.
| Min Investment Amt | ?100 |
|---|---|
| AUM | ?14,862Cr |
| 1Y Returns | 6.4% |
Fund Performance: The Franklin India Arbitrage Fund comes under the Hybrid category of Franklin Templeton Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Arbitrage Fund via lump sum is ?5,000 and via SIP is ?500.
| Min Investment Amt | ?5,000 |
|---|---|
| AUM | ?1,380Cr |
| 1Y Returns | 6.8% |
Fund Performance: The HDFC Arbitrage Fund has given 7.48% annualized returns in the past three years and 6.52% in the last 5 years. The HDFC Arbitrage Fund comes under the Hybrid category of HDFC Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in HDFC Arbitrage Fund via lump sum is ?100 and via SIP is ?100.
| Min Investment Amt | ?100 |
|---|---|
| AUM | ?25,084Cr |
| 1Y Returns | 6.4% |
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