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)
L&T Short Term Opportunities Fund -Direct Plan- Growth Option 16.5 0.30% 1.72% 3.96% 7.62% 17.75% 29.06% 2017-09-22
Axis Enhanced Arbitrage Fund - Direct Plan - Growth 12.6 0.56% 1.78% 3.37% 7.16% 14.48% 24.58% 2017-09-22
L&T Short Term Opportunities Fund - Regular Plan - Growth Option 16.2 0.25% 1.57% 3.65% 7.08% 16.57% 27.10% 2017-09-22
Edelweiss Arbitrage Fund- Direct Plan- Growth Option 12.8 0.55% 1.67% 3.32% 6.78% 14.56% 24.63% 2017-09-22
Indiabulls Arbitrage Fund - Direct Plan - Growth Option 12.3 0.57% 1.65% 3.19% 6.76% 14.83% NA 2017-09-22
L&T Arbitrage Opportunities Fund - Direct Plan - Growth Option 12.7 0.64% 1.61% 3.52% 6.66% 14.16% 24.12% 2017-09-22
DHFL Pramerica Arbitrage Fund - Direct Plan - Growth 12.5 0.56% 1.79% 3.48% 6.66% NA NA 2017-09-22
Reliance Arbitrage Advantage Fund - Direct Plan Growth Plan - Growth Option 17.6 0.57% 1.67% 3.22% 6.59% 14.03% 24.40% 2017-09-22
Kotak Equity Arbitrage Fund - Growth - Direct 24.7 0.61% 1.69% 3.35% 6.57% 14.11% 23.85% 2017-09-22
ICICI Prudential Equity Arbitrage Fund - Direct Plan - Growth 22.9 0.57% 1.64% 3.24% 6.56% 14.32% 23.84% 2017-09-22
Birla Sun Life Enhanced Arbitrage Fund - Growth - Direct Plan 17.8 0.57% 1.60% 3.26% 6.54% 13.92% 23.94% 2017-09-22
UTI Spread Fund - Growth Option- Direct 23.2 0.61% 1.66% 3.25% 6.52% 13.83% 23.39% 2017-09-22
HDFC ARBITRAGE FUND WHOLESALE PLAN GROWTH OPTION DIRECT PLAN 12.8 0.55% 1.59% 3.15% 6.42% 13.92% 23.03% 2017-09-22
Invesco India Arbitrage Fund - Direct Plan - Growth Option 21.3 0.52% 1.53% 3.16% 6.41% 13.76% 23.55% 2017-09-22
HDFC Arbitrage Fund -Direct Plan - Growth Option 20.2 0.55% 1.56% 3.11% 6.36% 13.90% 22.96% 2017-09-22
IDFC Arbitrage Fund-Direct Plan- Growth 21.8 0.51% 1.54% 3.12% 6.34% 13.73% 23.18% 2017-09-22
IDFC Arbitrage Plus Fund-Direct Plan-Growth 19.2 0.47% 1.53% 3.34% 6.31% 14.28% 23.38% 2017-09-22
Axis Enhanced Arbitrage Fund - Regular Plan - Growth 12.2 0.49% 1.49% 2.86% 6.25% 12.60% 21.43% 2017-09-22
JM Arbitrage Advantage Fund (Direct) - Growth Option 23.0 0.52% 1.46% 2.86% 6.23% 13.85% 22.92% 2017-09-22
L&T Arbitrage Opportunities Fund - Regular Plan - Growth Option 12.4 0.65% 1.55% 3.24% 6.15% 12.81% 22.00% 2017-09-22
SBI Arbitrage Opportunities Fund - Direct Plan - Gr 22.5 0.58% 1.63% 3.12% 6.14% 13.26% 22.79% 2017-09-22
DHFL Pramerica Arbitrage Fund - Regular Plan - Growth 12.3 0.49% 1.65% 3.19% 6.13% NA NA 2017-09-22
Edelweiss Arbitrage Fund- Regular Plan- Growth Option 12.5 0.48% 1.54% 2.96% 6.09% 13.07% 22.70% 2017-09-22
Kotak Equity Arbitrage Fund - Growth 24.1 0.58% 1.60% 3.12% 6.07% 12.99% 21.96% 2017-09-22
Indiabulls Arbitrage Fund - Regular Plan - Growth Option 12.1 0.50% 1.51% 2.89% 6.05% 13.41% NA 2017-09-22
UTI Spread Fund - Growth Option 22.7 0.58% 1.56% 2.99% 5.97% 12.69% 21.55% 2017-09-22
Reliance Arbitrage Advantage Fund - Growth Plan - Growth Option 17.2 0.53% 1.47% 2.87% 5.97% 12.69% 22.29% 2017-09-22
ICICI Prudential Equity Arbitrage Fund - Growth 22.3 0.54% 1.45% 2.90% 5.88% 12.89% 21.69% 2017-09-22
HDFC ARBITRAGE FUND WHOLESALE PLAN GROWTH OPTION 20.2 0.50% 1.46% 2.85% 5.87% 12.78% 21.53% 2017-09-22
BIRLA SUN LIFE ENHANCED ARBITRAGE FUND - REGULAR PLAN - GROWTH 17.3 0.52% 1.52% 2.91% 5.86% 12.52% 21.77% 2017-09-22
JM ARBITRAGE ADVANTAGE FUND-Growth 22.5 0.49% 1.35% 2.65% 5.79% 12.74% 21.13% 2017-09-22
Invesco India Arbitrage Fund - Growth Option 20.7 0.49% 1.37% 2.84% 5.78% 12.52% 21.59% 2017-09-22
IDFC Arbitrage Fund-Regular Plan- Growth 21.3 0.47% 1.38% 2.85% 5.77% 12.42% 21.13% 2017-09-22
SBI Arbitrage Opportunities Fund - Regular Plan - Gr 22.0 0.50% 1.48% 2.90% 5.72% 12.09% 20.97% 2017-09-22
Principal Arbitrage Fund - Direct Plan - Growth 10.9 0.55% 1.49% 2.93% 5.72% NA NA 2017-09-22
HDFC ARBITRAGE FUND RETAIL PLAN GROWTH OPTION 19.8 0.51% 1.43% 2.80% 5.71% 12.49% 21.00% 2017-09-22
ICICI Prudential Equity - Arbritrage Fund-Institutional Growth Option 22.6 0.49% 1.39% 2.78% 5.57% 12.68% 21.47% 2017-09-22
IDFC Arbitrage Plus Fund-Regular Plan-Growth 18.7 0.43% 1.30% 2.80% 5.41% 12.64% 20.70% 2017-09-22
Principal Arbitrage Fund - Regular Plan - Growth 10.8 0.47% 1.31% 2.57% 4.96% NA NA 2017-09-22
SBI Arbitrage Opportunities Fund - Regular Plan - Div 13.3 0.08% 0.15% 0.15% 0.53% 1.22% 2.38% 2017-09-22
Kotak Equity Arbitrage Fund - Fortnightly - Regular 23.3 0.13% 0.09% 0.09% NA NA NA 2017-09-22