Arbitrage & Arbitrage Plus Mutual Funds Moderate Risk

Arbitrage funds are a type of mutual fund that make profits by buying and selling securities on different exchanges or instruments for the same underlying entity. For example, an arbitrage fund purchases stock in the cash market and simultaneously sells that interest in the futures market.

Arbitrage Plus Mutual Funds may also invest some of their corpus in other riskier strategies like stock buy back or pair trades.

Arbitrage Mutual Funds are categorized as having Moderate Risk and low returns.

Arbitrage Mutual Funds are taxed as Equity Mutual Funds implying long term tax on gains is 0% if the fund is held for more than 1 year.

Mutual Fund SchemeNAVMonth3 Month6 MonthYear2 Year3 YearAs on
(yy-mm-dd)
Reliance Arbitrage Advantage Fund - Direct Plan Growth Plan - Growth Option 18.6 0.54% 1.70% 3.80% 6.97% 14.29% 22.02% 2018-06-22
Axis Enhanced Arbitrage Fund - Direct Plan - Growth 13.2 0.53% 1.54% 3.29% 6.80% 14.40% 22.24% 2018-06-22
SBI Arbitrage Opportunities Fund - Direct Plan - Gr 23.6 0.38% 1.68% 3.51% 6.74% 13.46% 20.78% 2018-06-22
Kotak Equity Arbitrage Fund - Growth - Direct 25.9 0.47% 1.53% 3.23% 6.55% 13.78% 21.59% 2018-06-22
Edelweiss Arbitrage Fund- Direct Plan- Growth Option 13.4 0.45% 1.52% 3.25% 6.54% 14.09% 22.01% 2018-06-22
IDFC Arbitrage Fund-Direct Plan- Growth 22.9 0.53% 1.60% 3.39% 6.52% 13.62% 21.27% 2018-06-22
Indiabulls Arbitrage Fund - Direct Plan - Growth Option 12.9 0.62% 1.49% 3.37% 6.52% 14.06% 22.74% 2018-06-22
L&T Arbitrage Opportunities Fund - Direct Plan - Growth Option 13.3 0.45% 1.53% 3.27% 6.50% 13.91% 21.74% 2018-06-22
UTI Spread Fund - Growth Option- Direct 24.3 0.50% 1.50% 3.18% 6.48% 13.60% 21.31% 2018-06-22
Invesco India Arbitrage Fund - Direct Plan - Growth Option 22.3 0.41% 1.46% 3.29% 6.45% 13.62% 21.35% 2018-06-22
ICICI Prudential Equity Arbitrage Fund - Direct Plan - Growth 24.0 0.50% 1.57% 3.23% 6.43% 13.80% 21.65% 2018-06-22
Birla Sun Life Enhanced Arbitrage Fund - Growth - Direct Plan 18.6 0.49% 1.47% 3.16% 6.41% 13.62% 21.25% 2018-06-22
DHFL Pramerica Arbitrage Fund - Direct Plan - Growth 13.1 0.38% 1.48% 3.00% 6.35% 13.57% NA 2018-06-22
Reliance Arbitrage Advantage Fund - Growth Plan - Growth Option 18.1 0.50% 1.58% 3.44% 6.30% 12.88% 19.85% 2018-06-22
HDFC Arbitrage Fund -Direct Plan - Growth Option 21.1 0.62% 1.54% 2.98% 6.14% 13.20% 21.19% 2018-06-08
SBI Arbitrage Opportunities Fund - Regular Plan - Gr 23.0 0.31% 1.50% 3.19% 6.09% 12.32% 18.82% 2018-06-22
Kotak Equity Arbitrage Fund - Growth 25.2 0.40% 1.41% 2.95% 6.07% 12.67% 19.81% 2018-06-22
Indiabulls Arbitrage Fund - Regular Plan - Growth Option 12.6 0.64% 1.36% 3.10% 6.05% 12.77% 20.52% 2018-06-22
UTI Spread Fund - Growth Option 23.7 0.42% 1.37% 2.95% 5.99% 12.47% 19.50% 2018-06-22
HDFC ARBITRAGE FUND WHOLESALE PLAN GROWTH OPTION DIRECT PLAN 13.3 0.45% 1.37% 2.94% 5.97% 12.98% 20.98% 2018-06-22
Axis Enhanced Arbitrage Fund - Regular Plan - Growth 12.8 0.55% 1.43% 2.98% 5.97% 12.60% 19.33% 2018-06-22
Principal Arbitrage Fund - Direct Plan - Growth 11.4 0.35% 1.34% 2.99% 5.96% 12.23% NA 2018-06-22
Edelweiss Arbitrage Fund- Regular Plan- Growth Option 13.1 0.38% 1.32% 2.83% 5.91% 12.56% 19.89% 2018-06-22
L&T Arbitrage Opportunities Fund - Regular Plan - Growth Option 13.0 0.39% 1.41% 2.94% 5.89% 12.61% 19.46% 2018-06-22
BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - REGULAR PLAN - GROWTH 18.1 0.44% 1.35% 2.90% 5.85% 12.30% 19.10% 2018-06-22
Invesco India Arbitrage Fund - Growth Option 21.6 0.37% 1.36% 3.01% 5.84% 12.28% 19.36% 2018-06-22
ICICI Prudential Equity Arbitrage Fund - Growth 23.3 0.43% 1.44% 2.92% 5.77% 12.36% 19.45% 2018-06-22
IDFC Arbitrage Fund-Regular Plan- Growth 22.2 0.45% 1.37% 2.97% 5.77% 12.18% 19.05% 2018-06-22
DHFL Pramerica Arbitrage Fund - Regular Plan - Growth 12.8 0.31% 1.27% 2.65% 5.71% 12.30% NA 2018-06-22
IDFC Arbitrage Plus Fund-Direct Plan-Growth 20.0 0.60% 1.11% 2.62% 5.50% 13.15% 20.75% 2018-06-22
ICICI Prudential Equity - Arbritrage Fund-Institutional Growth Option 23.5 0.43% 1.34% 2.80% 5.48% 11.86% 18.95% 2018-06-22
JM Arbitrage Advantage Fund (Direct) - Growth Option 23.9 0.34% 1.31% 2.71% 5.47% 12.67% 20.20% 2018-06-22
HDFC ARBITRAGE FUND RETAIL PLAN GROWTH OPTION 20.6 0.59% 1.38% 2.65% 5.44% 11.74% 18.84% 2018-06-08
HDFC ARBITRAGE FUND WHOLESALE PLAN GROWTH OPTION 21 0.38% 1.25% 2.64% 5.42% 11.88% 19.18% 2018-06-22
L&T Short Term Opportunities Fund -Direct Plan- Growth Option 17.1 0.82% 1.06% 2.64% 5.42% 14.67% 24.60% 2018-06-22
Principal Arbitrage Fund - Regular Plan - Growth 11.2 0.36% 1.26% 2.75% 5.35% 10.87% NA 2018-06-22
JM ARBITRAGE ADVANTAGE FUND-Growth 23.3 0.30% 1.17% 2.51% 5.05% 11.70% 18.52% 2018-06-22
L&T Short Term Opportunities Fund - Regular Plan - Growth Option 16.7 0.78% 0.97% 2.39% 4.90% 13.60% 22.78% 2018-06-22
IDFC Arbitrage Plus Fund-Regular Plan-Growth 19.3 0.47% 0.83% 2.17% 4.65% 11.41% 18.14% 2018-06-22
SBI Arbitrage Opportunities Fund - Regular Plan - Div 13.4 -0.15% 0.15% 0.38% 0.53% 1.36% 1.36% 2018-06-22
Kotak Equity Arbitrage Fund - Fortnightly - Regular 23.0 -0.09% -1.03% -0.86% -0.99% NA NA 2018-06-22