+91-22-48913909What are Arbitrage Funds?
Arbitrage is a strategy that takes advantage of the price differences of different markets to earn profits. Arbitrage Funds are named after the arbitrage strategy that they use. They are a type of Mutual Fund that leverages on the price differential to generate returns. The returns of these funds are dependent on the Volatility of the invested asset on the market. They make use of the market inefficiencies to generate returns for their investors.
Exploiting uneven prices is the central idea of arbitrage funds. Arbitrage funds use low-risk buy and sell opportunities to optimise returns. For example, shares of XYZ Co. LTD are trading at INR 500 each on the cash market and at INR 1,000 on the futures market. By buying the shares from the cash market and selling the shares on the futures market generates a profit of INR 500 per share.
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Why Should you Invest in Arbitrage Funds?
Here are some of the benefits of investing in arbitrage funds:
Negligible Risk
Arbitrage funds are not 100% risk-free but they do carry negligible risk. They Bank on the mispricing happening in the markets. This gives the investor a safer option compared to other short-term funds since these funds offer better returns during market volatility.
Returns
These funds generally give a return of about 7-9% of the amount invested. This is higher compared to Liquid Funds or short-term debt funds. Thus, making arbitrage funds a lucrative investment option.
Favourable Taxation
One of the biggest benefits of Investing in these funds is the tax treatment. Equity Funds attract long term Capital Gains. If the gains are made up to INR 1 lakh then it counts under tax-free. Tax at 10% applies to gains above INR 1 lakh.
Guidelines on How to Invest in Arbitrage Funds
Research about the Fund and its Strategies
Before investing in the fund, read up on its previous returns, the minimum required investment and its strategies. Most arbitrage funds in India follow the pure arbitrage strategy. But these funds are known to follow strategies like the merger/risk arbitrage (speculating on successful completion of mergers and acquisitions), etc. that are a bit complex for the layman to understand. Hence, it is important to get an idea to the fund’s strategy before investing to know what you are getting into.
Check Exit Load Policy
Premature withdrawal from arbitrage funds generally attracts a penalty or exit load of 0.25-0.5%. Check the exit load policy of your fund before investing to avoid unwanted penalties.
Risks of Investing in Arbitrage Mutual Funds
Lack of Diversification
In order to maintain their equity status, arbitrage funds need to maintain at least 65% capital in equity. This affects the diversification of the fund as they cannot invest more in debt funds, thus affecting the overall Portfolio of the investor.
Exit Loads
As said earlier, these funds carry exit loads on premature withdrawal. It could range anywhere from 0.25-0.50%. Also, the redemption of the money would take some 1-3 working days. This affects the liquidity of the fund.
Not Suitable for Long Term
Arbitrage funds are not an attractive option for long-term wealth creation. As arbitrage opportunities are limited, there is only a short window to make profits. Due to their strategy, they do not have a high-growth potential. Thus, making them ill-fitted for long-term.
Fund Selection Methodology used to find 10 funds
Top 10 Best Performing Arbitrage Funds
Some of the best performing funds in India are:
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Kotak Equity Arbitrage Fund Growth ₹40.4729
↑ 0.07 ₹75,275 1.4 3 6.1 6.8 6.3 6.4 Invesco India Arbitrage Fund Growth ₹34.4947
↑ 0.06 ₹30,396 1.4 3.1 6.2 6.7 6.4 6.5 UTI Arbitrage Fund Growth ₹37.8256
↑ 0.05 ₹10,900 1.4 2.9 6 6.7 6.2 6.5 SBI Arbitrage Opportunities Fund Growth ₹36.5128
↑ 0.07 ₹46,309 1.4 3 6.1 6.7 6.3 6.5 HDFC Arbitrage Fund Growth ₹33.08
↑ 0.05 ₹25,407 1.4 3 6.1 6.7 6.2 6.3 ICICI Prudential Equity Arbitrage Fund Growth ₹37.04
↑ 0.06 ₹35,576 1.4 3 6.1 6.7 6.2 6.5 Edelweiss Arbitrage Fund Growth ₹20.898
↑ 0.04 ₹14,250 1.3 2.9 6 6.6 6.2 6.3 Aditya Birla Sun Life Arbitrage Fund Growth ₹28.6541
↑ 0.05 ₹26,933 1.4 2.9 6 6.6 6.1 6.4 Axis Arbitrage Fund Growth ₹20.151
↑ 0.03 ₹10,168 1.3 2.9 5.9 6.6 6.1 6.3 Nippon India Arbitrage Fund Growth ₹28.6194
↑ 0.04 ₹17,216 1.4 2.9 6 6.5 6.1 6.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Kotak Equity Arbitrage Fund Invesco India Arbitrage Fund UTI Arbitrage Fund SBI Arbitrage Opportunities Fund HDFC Arbitrage Fund ICICI Prudential Equity Arbitrage Fund Edelweiss Arbitrage Fund Aditya Birla Sun Life Arbitrage Fund Axis Arbitrage Fund Nippon India Arbitrage Fund Point 1 Highest AUM (₹75,275 Cr). Upper mid AUM (₹30,396 Cr). Bottom quartile AUM (₹10,900 Cr). Top quartile AUM (₹46,309 Cr). Lower mid AUM (₹25,407 Cr). Upper mid AUM (₹35,576 Cr). Bottom quartile AUM (₹14,250 Cr). Upper mid AUM (₹26,933 Cr). Bottom quartile AUM (₹10,168 Cr). Lower mid AUM (₹17,216 Cr). Point 2 Oldest track record among peers (21 yrs). Established history (19+ yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (19+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (12+ yrs). Established history (16+ yrs). Point 3 Rating: 4★ (top quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Top rated. Rating: 3★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Point 4 Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Point 5 5Y return: 6.34% (top quartile). 5Y return: 6.43% (top quartile). 5Y return: 6.16% (lower mid). 5Y return: 6.30% (upper mid). 5Y return: 6.16% (lower mid). 5Y return: 6.18% (upper mid). 5Y return: 6.19% (upper mid). 5Y return: 6.10% (bottom quartile). 5Y return: 6.10% (bottom quartile). 5Y return: 6.06% (bottom quartile). Point 6 3Y return: 6.79% (top quartile). 3Y return: 6.74% (top quartile). 3Y return: 6.74% (upper mid). 3Y return: 6.70% (upper mid). 3Y return: 6.69% (upper mid). 3Y return: 6.69% (lower mid). 3Y return: 6.64% (lower mid). 3Y return: 6.63% (bottom quartile). 3Y return: 6.60% (bottom quartile). 3Y return: 6.54% (bottom quartile). Point 7 1Y return: 6.10% (top quartile). 1Y return: 6.17% (top quartile). 1Y return: 6.01% (lower mid). 1Y return: 6.06% (upper mid). 1Y return: 6.09% (upper mid). 1Y return: 6.07% (upper mid). 1Y return: 5.95% (bottom quartile). 1Y return: 5.99% (lower mid). 1Y return: 5.95% (bottom quartile). 1Y return: 5.97% (bottom quartile). Point 8 1M return: 0.51% (upper mid). 1M return: 0.58% (top quartile). 1M return: 0.47% (lower mid). 1M return: 0.52% (top quartile). 1M return: 0.51% (upper mid). 1M return: 0.46% (bottom quartile). 1M return: 0.47% (upper mid). 1M return: 0.44% (bottom quartile). 1M return: 0.46% (bottom quartile). 1M return: 0.47% (lower mid). Point 9 Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: -0.74 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.77 (top quartile). Sharpe: 0.85 (top quartile). Sharpe: 0.71 (lower mid). Sharpe: 0.73 (upper mid). Sharpe: 0.72 (upper mid). Sharpe: 0.76 (upper mid). Sharpe: 0.63 (bottom quartile). Sharpe: 0.69 (lower mid). Sharpe: 0.61 (bottom quartile). Sharpe: 0.68 (bottom quartile). Kotak Equity Arbitrage Fund
Invesco India Arbitrage Fund
UTI Arbitrage Fund
SBI Arbitrage Opportunities Fund
HDFC Arbitrage Fund
ICICI Prudential Equity Arbitrage Fund
Edelweiss Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund
Axis Arbitrage Fund
Nippon India Arbitrage Fund
*Above is list of best Arbitrage funds are having AUM/Net Assets above 500 Crore. Sorted on Last 3 Year Return.
The investment objective of the scheme is to generate capital appreciation and income by predominantly investing in arbitrage opportunities in the cash and derivatives segment of the equity market, and by investing the balance in debt and money market instruments. However, there is no assurance that the objective of the scheme will be realized Below is the key information for Kotak Equity Arbitrage Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate income through arbitrage opportunities emerging out of mis-pricing between the cash market and the derivatives market and through deployment of surplus cash in fixed income instruments. Research Highlights for Invesco India Arbitrage Fund Below is the key information for Invesco India Arbitrage Fund Returns up to 1 year are on (Erstwhile UTI SPREAD Fund) The investment objective of the scheme is to provide capital appreciation and dividend distribution through arbitrage opportunities arising out of price differences between the cash and derivative market by investing predominantly in equity and equity-related securities, derivatives and the balance portion in debt securities. However, there can be no assurance that the investment objective of the scheme will be realised. Research Highlights for UTI Arbitrage Fund Below is the key information for UTI Arbitrage Fund Returns up to 1 year are on To provide capital appreciation and regular income for unitholders by identifying profitable arbitrage opportunities between the spot and derivative market segments as also through investment of surplus cash in debt and money market instruments. Research Highlights for SBI Arbitrage Opportunities Fund Below is the key information for SBI Arbitrage Opportunities Fund Returns up to 1 year are on "To generate income through arbitrage opportunities between cash and derivative market and arbitrage opportunities within the derivative segment and by deployment of surplus cash in debt securities and money market instruments." Research Highlights for HDFC Arbitrage Fund Below is the key information for HDFC Arbitrage Fund Returns up to 1 year are on The investment objective of Income Optimiser Plan under the scheme is to seek to generate low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio. Research Highlights for ICICI Prudential Equity Arbitrage Fund Below is the key information for ICICI Prudential Equity Arbitrage Fund Returns up to 1 year are on The investment objective of the Scheme is to generate income by predominantly investing in arbitrage opportunities in the cash and the derivative segments of the equity markets and the arbitrage opportunities available within the derivative segment and by investing the balance in debt and money market instruments. However, there is no assurance that the investment objective of the scheme will be realized. Research Highlights for Edelweiss Arbitrage Fund Below is the key information for Edelweiss Arbitrage Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Enhanced Arbitrage Fund) An Open ended Equity Scheme with an investment objective to generate income by investing predominantly in equity and equity related instruments. Scheme intends to take advantage from the price differentials / mis-pricing prevailing for stock / index in various market segments (Cash & Futures). Research Highlights for Aditya Birla Sun Life Arbitrage Fund Below is the key information for Aditya Birla Sun Life Arbitrage Fund Returns up to 1 year are on (Erstwhile Axis Enhanced Arbitrage Fund) To generate income through low volatility absolute return strategies that take advantage of opportunities in the cash and the derivative segments of the equity markets including the arbitrage opportunities available within the derivative segment, by using other derivative based strategies and by investing the balance in debt and money market instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Axis Arbitrage Fund Below is the key information for Axis Arbitrage Fund Returns up to 1 year are on (Erstwhile Reliance Arbitrage Advantage Fund) The investment objective of the scheme is to generate income by taking advantage of the arbitrage opportunities that potentially exists between cash and derivative market and within the derivative segment along with investments in debt securities & money market instruments. Research Highlights for Nippon India Arbitrage Fund Below is the key information for Nippon India Arbitrage Fund Returns up to 1 year are on 1. Kotak Equity Arbitrage Fund
Kotak Equity Arbitrage Fund
Growth Launch Date 29 Sep 05 NAV (30 Oct 26) ₹40.4729 ↑ 0.07 (0.17 %) Net Assets (Cr) ₹75,275 on 30 Sep 26 Category Hybrid - Arbitrage AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 0.99 Sharpe Ratio 0.77 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.25%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,398 30 Sep 23 ₹11,142 30 Sep 24 ₹11,993 30 Sep 25 ₹12,796 30 Sep 26 ₹13,580 Returns for Kotak Equity Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 3% 1 Year 6.1% 3 Year 6.8% 5 Year 6.3% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.4% 2024 7.8% 2023 7.4% 2022 4.5% 2021 4% 2020 4.3% 2019 6.1% 2018 6.3% 2017 5.8% 2016 6.7% Fund Manager information for Kotak Equity Arbitrage Fund
Name Since Tenure Hiten Shah 3 Oct 19 7 Yr. Data below for Kotak Equity Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 91.26% Debt 9.01% Other 0.07% Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Cash Equivalent 79.68% Corporate 14.6% Government 5.99% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kotak Money Market Dir Gr
Investment Fund | -10% ₹7,364 Cr 14,979,603 Kotak Ultra Short Term Dir Gr
Investment Fund | -5% ₹3,751 Cr 771,352,394
↑ 61,696,872 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 19 | ICICIBANK4% ₹3,139 Cr 23,751,000
↑ 10,873,800 ICICI Bank Ltd.-OCT2026
Derivatives | -4% -₹2,993 Cr 22,519,700
↑ 22,285,200 Kotak Ultra Shrt to S/T Dir Gr
Investment Fund | -4% ₹2,905 Cr 7,367,484
↑ 2,029,384 Kotak Liquid Dir Gr
Investment Fund | -3% ₹2,353 Cr 4,088,850
↑ 2,522,035 Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE3% ₹2,305 Cr 19,422,000
↑ 7,615,500 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | 5322153% ₹2,216 Cr 18,072,500
↓ -2,375,000 RELIANCE INDUSTRIES LTD.-OCT2026
Derivatives | -3% -₹2,177 Cr 18,264,000
↑ 17,719,500 Axis Bank Ltd.-OCT2026
Derivatives | -3% -₹2,080 Cr 16,939,375
↑ 16,938,125 2. Invesco India Arbitrage Fund
Invesco India Arbitrage Fund
Growth Launch Date 30 Apr 07 NAV (30 Oct 26) ₹34.4947 ↑ 0.06 (0.18 %) Net Assets (Cr) ₹30,396 on 30 Sep 26 Category Hybrid - Arbitrage AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 1.03 Sharpe Ratio 0.85 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,427 30 Sep 23 ₹11,187 30 Sep 24 ₹12,023 30 Sep 25 ₹12,816 30 Sep 26 ₹13,602 Returns for Invesco India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.6% 3 Month 1.4% 6 Month 3.1% 1 Year 6.2% 3 Year 6.7% 5 Year 6.4% 10 Year 15 Year Since launch 6.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.5% 2024 7.6% 2023 7.4% 2022 5.1% 2021 3.5% 2020 4.3% 2019 5.9% 2018 5.9% 2017 5.5% 2016 6.5% Fund Manager information for Invesco India Arbitrage Fund
Name Since Tenure Deepak Gupta 11 Nov 21 4.89 Yr. Pradeep Sukte 25 Jun 26 0.27 Yr. Data below for Invesco India Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 99% Equity 0.03% Debt 1.38% Equity Sector Allocation
Sector Value Financial Services 2.44% Consumer Cyclical 0.78% Communication Services 0.74% Utility 0.5% Basic Materials 0.41% Real Estate 0.13% Debt Sector Allocation
Sector Value Cash Equivalent 89.96% Corporate 8.87% Government 1.55% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Future on HDFC Bank Ltd
Derivatives | -6% -₹1,711 Cr 23,915,450
↑ 23,915,450 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK6% ₹1,695 Cr 23,915,450
↓ -1,992,250 Invesco India Money Market Dir Gr
Investment Fund | -6% ₹1,678 Cr 4,916,303
↑ 500,393 Invesco India Liquid Dir Gr
Investment Fund | -5% ₹1,587 Cr 4,058,659
↓ -4,387,047 Future on ICICI Bank Ltd
Derivatives | -5% -₹1,391 Cr 10,468,500
↑ 10,468,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK5% ₹1,384 Cr 10,468,500
↑ 3,264,100 Future on Reliance Industries Ltd
Derivatives | -3% -₹1,063 Cr 8,913,000
↑ 2,782,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 22 | RELIANCE3% ₹1,058 Cr 8,913,000
↑ 2,782,500 Future on Axis Bank Ltd
Derivatives | -2% -₹670 Cr 5,457,500
↑ 5,457,500 Future on Vodafone Idea Ltd
Derivatives | -2% -₹669 Cr 515,477,700
↑ 1,572,450 3. UTI Arbitrage Fund
UTI Arbitrage Fund
Growth Launch Date 22 Jun 06 NAV (30 Oct 26) ₹37.8256 ↑ 0.05 (0.14 %) Net Assets (Cr) ₹10,900 on 30 Sep 26 Category Hybrid - Arbitrage AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.78 Sharpe Ratio 0.71 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.5%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,348 30 Sep 23 ₹11,062 30 Sep 24 ₹11,894 30 Sep 25 ₹12,694 30 Sep 26 ₹13,465 Returns for UTI Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 2.9% 1 Year 6% 3 Year 6.7% 5 Year 6.2% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.5% 2024 7.7% 2023 7.2% 2022 4% 2021 3.9% 2020 4.4% 2019 6.2% 2018 6.2% 2017 5.7% 2016 6.5% Fund Manager information for UTI Arbitrage Fund
Name Since Tenure Amit Sharma 2 Jul 18 8.25 Yr. Sharwan Goyal 1 Jan 21 5.75 Yr. Monish Lotia 1 Sep 26 0.08 Yr. Data below for UTI Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 94.06% Debt 6.19% Other 0.09% Equity Sector Allocation
Sector Value Communication Services 1.54% Consumer Defensive 1.3% Financial Services 0.83% Basic Materials 0.72% Health Care 0.44% Consumer Cyclical 0.36% Utility 0.31% Energy 0.16% Industrials 0.08% Debt Sector Allocation
Sector Value Cash Equivalent 74.66% Corporate 20.68% Government 4.91% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Money Market Dir Gr
Investment Fund | -20% ₹2,134 Cr 6,305,789
↑ 739,883 Future on HDFC Bank Ltd
Derivatives | -5% -₹552 Cr 7,713,550
↑ 7,713,550 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK5% ₹547 Cr 7,713,550
↑ 483,600 Future on Reliance Industries Ltd
Derivatives | -5% -₹523 Cr 4,389,500
↑ 4,389,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE5% ₹521 Cr 4,389,500
↑ 1,309,000 Future on ICICI Bank Ltd
Derivatives | -4% -₹481 Cr 3,618,300
↑ 3,618,300 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | ICICIBANK4% ₹478 Cr 3,618,300
↑ 1,290,100 Future on State Bank of India
Derivatives | -3% -₹357 Cr 3,692,250
↑ 3,692,250 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN3% ₹354 Cr 3,692,250
↑ 81,000 UTI Floating Intst Rts Dir Gr
Investment Fund | -2% ₹252 Cr 1,492,702
↑ 594,689 4. SBI Arbitrage Opportunities Fund
SBI Arbitrage Opportunities Fund
Growth Launch Date 3 Nov 06 NAV (30 Oct 26) ₹36.5128 ↑ 0.07 (0.18 %) Net Assets (Cr) ₹46,309 on 30 Sep 26 Category Hybrid - Arbitrage AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately Low Expense Ratio 0.91 Sharpe Ratio 0.73 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Months (0.5%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,421 30 Sep 23 ₹11,185 30 Sep 24 ₹12,009 30 Sep 25 ₹12,817 30 Sep 26 ₹13,592 Returns for SBI Arbitrage Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 3% 1 Year 6.1% 3 Year 6.7% 5 Year 6.3% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.5% 2024 7.5% 2023 7.4% 2022 4.6% 2021 4% 2020 3.5% 2019 6% 2018 6.2% 2017 5.3% 2016 6.4% Fund Manager information for SBI Arbitrage Opportunities Fund
Name Since Tenure Neeraj Kumar 5 Oct 12 14 Yr. Ardhendu Bhattacharya 27 Dec 24 1.76 Yr. Data below for SBI Arbitrage Opportunities Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 99.17% Equity 0.12% Debt 0.66% Other 0.04% Equity Sector Allocation
Sector Value Basic Materials 1.57% Consumer Defensive 0.91% Consumer Cyclical 0.67% Communication Services 0.59% Energy 0.53% Financial Services 0.33% Real Estate 0.09% Debt Sector Allocation
Sector Value Cash Equivalent 91.89% Corporate 5.85% Government 2.1% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBI Liquid Dir Gr
Investment Fund | -7% ₹3,357 Cr 7,538,173
↑ 1,691,823 SBI Money Market Dir Gr
Investment Fund | -7% ₹3,271 Cr 679,406,835
↓ -344,800,000 Future on Reliance Industries Ltd
Derivatives | -6% -₹2,597 Cr 21,771,000
↑ 5,833,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE6% ₹2,584 Cr 21,771,000
↑ 5,833,500 Future on HDFC Bank Ltd
Derivatives | -5% -₹2,299 Cr 32,117,150
↓ -2,148,900 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK5% ₹2,276 Cr 32,117,150
↓ -2,148,900 Future on State Bank of India
Derivatives | -4% -₹1,720 Cr 17,772,000
↑ 1,050,000 State Bank of India (Financial Services)
Equity, Since 31 May 23 | SBIN4% ₹1,705 Cr 17,772,000
↑ 1,050,000 Future on ICICI Bank Ltd
Derivatives | -3% -₹1,284 Cr 9,648,100
↑ 1,636,600 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | ICICIBANK3% ₹1,275 Cr 9,648,100
↑ 1,636,600 5. HDFC Arbitrage Fund
HDFC Arbitrage Fund
Growth Launch Date 23 Oct 07 NAV (30 Oct 26) ₹33.08 ↑ 0.05 (0.15 %) Net Assets (Cr) ₹25,407 on 30 Sep 26 Category Hybrid - Arbitrage AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately Low Expense Ratio 0.86 Sharpe Ratio 0.72 Information Ratio 0 Alpha Ratio 0 Min Investment 100,000 Min SIP Investment 300 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,347 30 Sep 23 ₹11,069 30 Sep 24 ₹11,902 30 Sep 25 ₹12,682 30 Sep 26 ₹13,454 Returns for HDFC Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 3% 1 Year 6.1% 3 Year 6.7% 5 Year 6.2% 10 Year 15 Year Since launch 6.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 2024 7.7% 2023 7.2% 2022 4.2% 2021 3.6% 2020 3.7% 2019 6% 2018 5.7% 2017 5.3% 2016 6.6% Fund Manager information for HDFC Arbitrage Fund
Name Since Tenure Anil Bamboli 1 Feb 22 4.67 Yr. Arun Agarwal 24 Aug 20 6.11 Yr. Dhruv Muchhal 22 Jun 23 3.28 Yr. Nandita Menezes 29 Mar 25 1.51 Yr. Data below for HDFC Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 90.44% Debt 9.83% Other 0.06% Equity Sector Allocation
Sector Value Basic Materials 1.53% Communication Services 0.79% Consumer Defensive 0.58% Consumer Cyclical 0.01% Utility 0% Debt Sector Allocation
Sector Value Cash Equivalent 83.04% Corporate 13.03% Government 4.2% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Money Market Dir Gr
Investment Fund | -9% ₹2,321 Cr 3,671,341
↑ 317,162 Future on HDFC Bank Ltd
Derivatives | -5% -₹1,293 Cr 18,073,250
↓ -113,750 Future on ICICI Bank Ltd
Derivatives | -5% -₹1,287 Cr 9,684,500
↑ 1,157,100 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK5% ₹1,281 Cr 18,073,250
↓ -113,750 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | ICICIBANK5% ₹1,280 Cr 9,684,500
↑ 1,157,100 HDFC Liquid Dir Gr
Investment Fund | -4% ₹954 Cr 1,704,922 Future on Reliance Industries Ltd
Derivatives | -3% -₹865 Cr 7,256,000
↑ 243,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹861 Cr 7,256,000
↑ 243,500 Future on Bharti Airtel Ltd
Derivatives | -3% -₹844 Cr 4,779,450
↑ 159,600 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 23 | BHARTIARTL3% ₹840 Cr 4,779,450
↑ 159,600 6. ICICI Prudential Equity Arbitrage Fund
ICICI Prudential Equity Arbitrage Fund
Growth Launch Date 30 Dec 06 NAV (30 Oct 26) ₹37.04 ↑ 0.06 (0.16 %) Net Assets (Cr) ₹35,576 on 30 Sep 26 Category Hybrid - Arbitrage AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 0.93 Sharpe Ratio 0.76 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,368 30 Sep 23 ₹11,087 30 Sep 24 ₹11,903 30 Sep 25 ₹12,696 30 Sep 26 ₹13,475 Returns for ICICI Prudential Equity Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 3% 1 Year 6.1% 3 Year 6.7% 5 Year 6.2% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.5% 2024 7.6% 2023 7.1% 2022 4.2% 2021 3.9% 2020 4.3% 2019 5.9% 2018 6.2% 2017 5.5% 2016 6.8% Fund Manager information for ICICI Prudential Equity Arbitrage Fund
Name Since Tenure Nikhil Kabra 29 Dec 20 5.76 Yr. Sharmila D'Silva 31 Jul 22 4.17 Yr. Darshil Dedhia 13 Sep 24 2.05 Yr. Ajaykumar Solanki 23 Aug 24 2.11 Yr. Archana Nair 1 Feb 24 2.67 Yr. Data below for ICICI Prudential Equity Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 95.89% Debt 4.39% Other 0.04% Equity Sector Allocation
Sector Value Basic Materials 1.46% Consumer Cyclical 0.96% Consumer Defensive 0.75% Communication Services 0.31% Real Estate 0.08% Debt Sector Allocation
Sector Value Cash Equivalent 78.91% Corporate 16.27% Government 5.11% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Pru Money Market Dir Gr
Investment Fund | -15% ₹5,327 Cr 127,933,512 Future on Reliance Industries Ltd
Derivatives | -4% -₹1,588 Cr 13,316,500
↑ 2,347,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE4% ₹1,581 Cr 13,316,500
↑ 2,347,000 Future on HDFC Bank Ltd
Derivatives | -3% -₹1,208 Cr 16,875,950
↑ 824,200 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | HDFCBANK3% ₹1,196 Cr 16,875,950
↑ 824,200 Future on Vodafone Idea Ltd
Derivatives | -3% -₹1,066 Cr 821,104,800
↓ -27,803,775 Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Sep 23 | 5328223% ₹1,063 Cr 821,104,800
↓ -27,803,775 Future on Axis Bank Ltd
Derivatives | -3% -₹1,049 Cr 8,541,250
↓ -1,046,250 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5322153% ₹1,047 Cr 8,541,250
↓ -1,046,250 Future on State Bank of India
Derivatives | -2% -₹841 Cr 8,696,250
↑ 2,265,000 7. Edelweiss Arbitrage Fund
Edelweiss Arbitrage Fund
Growth Launch Date 27 Jun 14 NAV (30 Oct 26) ₹20.898 ↑ 0.04 (0.17 %) Net Assets (Cr) ₹14,250 on 30 Sep 26 Category Hybrid - Arbitrage AMC Edelweiss Asset Management Limited Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 1.07 Sharpe Ratio 0.63 Information Ratio -1.89 Alpha Ratio -0.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.25%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,386 30 Sep 23 ₹11,111 30 Sep 24 ₹11,936 30 Sep 25 ₹12,723 30 Sep 26 ₹13,487 Returns for Edelweiss Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.5% 3 Month 1.3% 6 Month 2.9% 1 Year 6% 3 Year 6.6% 5 Year 6.2% 10 Year 15 Year Since launch 6.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 2024 7.7% 2023 7.1% 2022 4.4% 2021 3.8% 2020 4.5% 2019 6.2% 2018 6.1% 2017 5.8% 2016 6.7% Fund Manager information for Edelweiss Arbitrage Fund
Name Since Tenure Bhavesh Jain 27 Jun 14 12.27 Yr. Rahul Dedhia 15 Jan 26 0.71 Yr. Amit Vora 6 Nov 24 1.9 Yr. Hetul Raval 22 Sep 25 1.02 Yr. Data below for Edelweiss Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 94.85% Debt 5.43% Other 0.04% Equity Sector Allocation
Sector Value Communication Services 1.7% Consumer Defensive 0.71% Basic Materials 0.56% Energy 0.41% Consumer Cyclical 0.29% Industrials 0.11% Real Estate 0.02% Debt Sector Allocation
Sector Value Cash Equivalent 79.46% Corporate 17.34% Government 3.48% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Edelweiss Liquid Dir Gr
Investment Fund | -8% ₹1,128 Cr 3,061,665 Future on ICICI Bank Ltd
Derivatives | -5% -₹777 Cr 5,842,900
↑ 3,339,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | ICICIBANK5% ₹772 Cr 5,842,900
↑ 3,339,000 Future on HDFC Bank Ltd
Derivatives | -5% -₹720 Cr 10,066,550
↑ 910,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 21 | HDFCBANK5% ₹713 Cr 10,066,550
↑ 910,000 Edelweiss Money Market Dir Gr
Investment Fund | -4% ₹581 Cr 171,039,989 Future on Reliance Industries Ltd
Derivatives | -3% -₹381 Cr 3,196,500
↑ 1,112,500 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 18 | RELIANCE3% ₹379 Cr 3,196,500
↑ 1,112,500 Future on Adani Energy Solutions Ltd
Derivatives | -2% -₹289 Cr 2,179,575
↑ 92,475 Adani Energy Solutions Ltd (Utilities)
Equity, Since 30 Nov 24 | ADANIENSOL2% ₹287 Cr 2,179,575
↑ 92,475 8. Aditya Birla Sun Life Arbitrage Fund
Aditya Birla Sun Life Arbitrage Fund
Growth Launch Date 24 Jul 09 NAV (30 Oct 26) ₹28.6541 ↑ 0.05 (0.17 %) Net Assets (Cr) ₹26,933 on 30 Sep 26 Category Hybrid - Arbitrage AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderate Expense Ratio 1.03 Sharpe Ratio 0.69 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-30 Days (0.5%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,350 30 Sep 23 ₹11,060 30 Sep 24 ₹11,873 30 Sep 25 ₹12,658 30 Sep 26 ₹13,426 Returns for Aditya Birla Sun Life Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.4% 3 Month 1.4% 6 Month 2.9% 1 Year 6% 3 Year 6.6% 5 Year 6.1% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.4% 2024 7.5% 2023 7.1% 2022 4.1% 2021 3.8% 2020 4.1% 2019 6.2% 2018 6% 2017 5.6% 2016 6.5% Fund Manager information for Aditya Birla Sun Life Arbitrage Fund
Name Since Tenure Lovelish Solanki 15 Dec 14 11.8 Yr. Mohit Sharma 3 Mar 25 1.58 Yr. Krina Mehta 2 Oct 25 1 Yr. Data below for Aditya Birla Sun Life Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 92.19% Debt 8.09% Equity Sector Allocation
Sector Value Communication Services 1.08% Consumer Defensive 0.86% Basic Materials 0.83% Consumer Cyclical 0.14% Real Estate 0.09% Utility 0% Debt Sector Allocation
Sector Value Cash Equivalent 79.39% Corporate 14.07% Government 6.82% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aditya BSL Money Market Dir Gr
Investment Fund | -10% ₹2,743 Cr 67,468,928 Aditya BSL Fltng Intst Rts Dir Gr
Investment Fund | -4% ₹960 Cr 24,863,082 Future on HDFC Bank Ltd
Derivatives | -4% -₹959 Cr HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 21 | HDFCBANK4% ₹949 Cr 13,391,950
↑ 426,400 Future on ICICI Bank Ltd
Derivatives | -3% -₹912 Cr ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 24 | ICICIBANK3% ₹907 Cr 6,860,000
↑ 139,300 Future on Reliance Industries Ltd
Derivatives | -3% -₹776 Cr Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 18 | RELIANCE3% ₹773 Cr 6,511,000
↑ 28,000 Aditya BSL Liquid Dir Gr
Investment Fund | -3% ₹688 Cr 14,939,842 Future on Bharti Airtel Ltd
Derivatives | -2% -₹645 Cr 9. Axis Arbitrage Fund
Axis Arbitrage Fund
Growth Launch Date 14 Aug 14 NAV (30 Oct 26) ₹20.151 ↑ 0.03 (0.16 %) Net Assets (Cr) ₹10,168 on 30 Sep 26 Category Hybrid - Arbitrage AMC Axis Asset Management Company Limited Rating ☆☆ Risk Moderate Expense Ratio 1.01 Sharpe Ratio 0.61 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-7 Days (0.25%),7 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,393 30 Sep 23 ₹11,076 30 Sep 24 ₹11,899 30 Sep 25 ₹12,672 30 Sep 26 ₹13,432 Returns for Axis Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.5% 3 Month 1.3% 6 Month 2.9% 1 Year 5.9% 3 Year 6.6% 5 Year 6.1% 10 Year 15 Year Since launch 5.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 2024 7.6% 2023 6.9% 2022 4.2% 2021 3.8% 2020 4.1% 2019 5.8% 2018 6.1% 2017 5.2% 2016 6.9% Fund Manager information for Axis Arbitrage Fund
Name Since Tenure Devang Shah 14 Aug 14 12.14 Yr. Sachin Jain 9 Nov 21 4.89 Yr. Data below for Axis Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 98.42% Debt 1.88% Equity Sector Allocation
Sector Value Communication Services 1.1% Financial Services 0.96% Utility 0.92% Consumer Cyclical 0.45% Basic Materials 0.07% Real Estate 0% Debt Sector Allocation
Sector Value Cash Equivalent 78.01% Corporate 15.98% Government 6.3% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Money Market Dir Gr
Investment Fund | -13% ₹1,328 Cr 8,475,144 Future on HDFC Bank Ltd
Derivatives | -4% -₹417 Cr 5,830,500
↑ 5,830,500 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | HDFCBANK4% ₹413 Cr 5,830,500
↑ 663,000 Future on ICICI Bank Ltd
Derivatives | -4% -₹392 Cr 2,948,400
↑ 2,948,400 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK4% ₹390 Cr 2,948,400
↑ 428,400 Future on Reliance Industries Ltd
Derivatives | -4% -₹385 Cr 3,228,000
↑ 3,228,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE4% ₹383 Cr 3,228,000
↑ 535,500 State Bank of India Future Oct 26
Derivatives | -3% -₹269 Cr 2,782,500
↑ 2,032,500 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Mar 25 | 5001033% ₹268 Cr 6,452,250
↓ -133,875 Future on Bharat Heavy Electricals Ltd
Derivatives | -3% -₹268 Cr 6,452,250
↓ -133,875 10. Nippon India Arbitrage Fund
Nippon India Arbitrage Fund
Growth Launch Date 14 Oct 10 NAV (30 Oct 26) ₹28.6194 ↑ 0.04 (0.14 %) Net Assets (Cr) ₹17,216 on 30 Sep 26 Category Hybrid - Arbitrage AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately Low Expense Ratio 1.06 Sharpe Ratio 0.68 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,369 30 Sep 23 ₹11,072 30 Sep 24 ₹11,884 30 Sep 25 ₹12,640 30 Sep 26 ₹13,404 Returns for Nippon India Arbitrage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Oct 26 Duration Returns 1 Month 0.5% 3 Month 1.4% 6 Month 2.9% 1 Year 6% 3 Year 6.5% 5 Year 6.1% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.2% 2024 7.5% 2023 7% 2022 4.2% 2021 3.8% 2020 4.3% 2019 6.2% 2018 6.8% 2017 5.5% 2016 6.6% Fund Manager information for Nippon India Arbitrage Fund
Name Since Tenure Kinjal Desai 25 May 18 8.36 Yr. Vikash Agarwal 14 Sep 24 2.05 Yr. Nemish Sheth 21 Mar 25 1.53 Yr. Rohit Shah 8 Apr 24 2.48 Yr. Amber Singhania 11 Mar 26 0.56 Yr. Data below for Nippon India Arbitrage Fund as on 30 Sep 26
Asset Allocation
Asset Class Value Cash 90.76% Debt 9.53% Other 0.07% Equity Sector Allocation
Sector Value Financial Services 4.86% Consumer Defensive 0.9% Technology 0.67% Communication Services 0.59% Basic Materials 0.55% Energy 0.29% Consumer Cyclical 0.18% Real Estate 0.09% Debt Sector Allocation
Sector Value Cash Equivalent 78.5% Corporate 16.3% Government 5.37% Securitized 0.1% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nippon India Money Market Dir Gr
Investment Fund | -15% ₹2,661 Cr 5,837,038 Nippon India U/ST Term Dir Gr
Investment Fund | -8% ₹1,402 Cr 2,899,872
↑ 207,800 Future on Reliance Industries Ltd
Derivatives | -5% -₹837 Cr 7,009,000
↑ 1,229,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 17 | RELIANCE5% ₹832 Cr 7,009,000
↑ 1,229,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | HDFCBANK5% ₹796 Cr 11,229,400
↑ 191,750 Future on ICICI Bank Ltd
Derivatives | -4% -₹730 Cr 5,489,400
↑ 3,684,800 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | ICICIBANK4% ₹726 Cr 5,489,400
↑ 3,684,800 Hdfc Bank Limited_27/10/2026
Derivatives | -4% -₹648 Cr 9,053,850
↑ 9,053,850 Future on Axis Bank Ltd
Derivatives | -2% -₹423 Cr 3,444,375
↓ -637,500 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5322152% ₹422 Cr 3,444,375
↓ -637,500
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Conclusion
Short-term investors should consider arbitrage funds, especially for their favourable tax treatment. However, these funds can not be a substitute for equity funds or debt funds. So, the next time you are looking for short-term investment options, think about arbitrage funds.
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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Research Highlights for Kotak Equity Arbitrage Fund