Arbitrage fund is a type of mutual fund that leverages the price differential in the cash and derivatives market to generate returns. The returns are dependent on the volatility of the asset. These funds are hybrid in nature as they have the provision of investing a sizeable portion of the portfolio in debt markets. These funds capitalize on the market inefficiencies and generate profits for the investors. For income tax purpose, the arbitrage mutual funds are classified as Equity oriented funds.

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Arbitrage fund is a type of mutual fund that leverages the price differential in the cash and derivatives market to generate returns. The returns are dependent on the volatility of the asset. These funds are hybrid in nature as they have the provision of investing a sizeable portion of the portfolio in debt markets. These funds capitalize on the market inefficiencies and generate profits for the investors. For income tax purpose, the arbitrage mutual funds are classified as Equity oriented funds.

Essel Arbitrage Fund


Hybrid-Arbitrage

Returns 6M

1.95%

Returns 1Y

5.25%

Min Order

₹1,000

Min SIP

₹500

Exit load : -

Invest
SIP

Kotak Equity Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.68%

Returns 5Y

7.1%

Min Order

₹5,000

Min SIP

₹500

Exit load : I) For redemptions/switch outs (including SIP/STP) within 30 days from the date of allotment of units, irrespective of the amount of investment: 0.25% II) For redemptions/switch outs (including SIP/STP) after 30 days from the date of allotment of units, irrespective of the amount of investment: Nil Note - 1) Any exit load charged (net off Service Tax, if any ) shall be credited back to the Scheme. 2) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)

Invest
SIP

ADITYA BIRLA SUN LIFE ARBITRAGE FUND


Hybrid-Arbitrage

Returns 3Y

6.66%

Returns 5Y

7.1%

Min Order

₹1,000

Min SIP

₹1,000

Exit load : For redemption/switch out of units within 30 days from the date of allotment: 0.50% of applicable NAV For redemption/switch out of units after 30 days from the date of allotment: Direct Plan Nil (w.e.f. August 03, 2015)

Invest
SIP

BNP PARIBAS ARBITRAGE FUND


Hybrid-Arbitrage

Returns 1Y

6.84%

Returns 2Y

6.74%

Min Order

₹5,000

Min SIP

₹300

Exit load : -

Invest
SIP

Indiabulls Arbitrage Fund


Hybrid-Arbitrage

Returns 2Y

6.43%

Returns 3Y

6.44%

Min Order

₹500

Min SIP

₹1,000

Exit load : Entry Not Applicable Exit 0.25% if redeemed/ switched out within one month from the date of allotment; Nil if redeemed/ switched out after one month from the date of allotment.

Invest
SIP

Reliance Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.94%

Returns 5Y

7.36%

Min Order

₹5,000

Min SIP

₹100

Exit load : 0.25% if redeemed or switched out on or before completion of 1 month from the date of allotment of units. Nil, thereafter.

Invest
SIP

Tata Arbitrage Fund


Hybrid-Arbitrage

Returns 3M

1.64%

Returns 6M

3.34%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

L&T Arbitrage Opportunities Fund


Hybrid-Arbitrage

Returns 3Y

6.66%

Returns 5Y

7.13%

Min Order

₹5,000

Min SIP

₹500

Exit load : For redemption on or before 1 month from the date of allotment or Purchase applying First in First out basis - 0.50% of Applicable NAV. After 1 month from the date of allotment or Purchase applying First in First out basis NIL.

Invest
SIP

DHFL Pramerica Arbitrage Fund


Hybrid-Arbitrage

Returns 2Y

6.36%

Returns 3Y

6.47%

Min Order

₹5,000

Min SIP

₹500

Exit load : Entry Load Nil. Exit Load 0.50% if redeemed / switched-out on or before 30 days from the date of allotment and Nil if redeemed /switched-out after 30 days from the date of allotment of units.

Invest
SIP

DSP Arbitrage fund


Hybrid-Arbitrage

Returns 6M

3.32%

Returns 1Y

7.08%

Min Order

₹500

Min SIP

₹500

Exit load : -

Invest
SIP

Invesco India Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.54%

Returns 5Y

7.0%

Min Order

₹1,000

Min SIP

₹500

Exit load : If redeemed/switchedout on or before 15 Days from the date of allotment : 0.5% If redeemed/switched-out after 15 Days from the date of allotment : Nil

Invest
SIP

HDFC Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.29%

Returns 5Y

6.83%

Min Order

₹1,00,000

Min SIP

₹500

Exit load : NFO Entry Load Nil Exit Load 0.50% if units are redeemed/switched-out within 3 months fromthe date of allotment.No Exit Load is payable if units are redeemed/ switched-out after 3 monthsfrom the date of allotment.Continuous OfferEntry Load NilExit Load 0.50% if units are redeemed/switched-out within 3 months fromthe date of allotment.No Exit Load is payable if units are redeemed/ switched-out after 3 monthsfrom the date of allotment.

Invest
SIP

LIC MF Arbitrage Fund


Hybrid-Arbitrage

Returns 3M

1.55%

Returns 6M

3.13%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Pricnipal Arbitrage Fund


Hybrid-Arbitrage

Returns 2Y

2.11%

Returns 3Y

3.27%

Min Order

₹5,000

Min SIP

₹500

Exit load : 0.5% for redemption within 30 days

Invest
SIP

Edelweiss Arbitrage Fund


Hybrid-Arbitrage

Returns 2Y

6.94%

Returns 3Y

6.86%

Min Order

₹5,000

Min SIP

₹500

Exit load : 0.25% for redemption within 30 days

Invest
SIP

BOI AXA ARBITRAGE FUND


Hybrid-Arbitrage

Returns 6M

2.72%

Returns 1Y

6.19%

Min Order

₹500

Min SIP

Exit load : -

Invest

JM Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

5.8%

Returns 5Y

6.55%

Min Order

₹5,000

Min SIP

₹500

Exit load : Pl. refer Scheme Information Document

Invest
SIP

ICICI Prudential Equity - Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.64%

Returns 5Y

7.12%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : Within 1 Month from allotment - 0.25% of applicable NAV, more than 1 Month - Nil

Invest
SIP

UTI - Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.65%

Returns 5Y

7.05%

Min Order

₹5,000

Min SIP

₹500

Exit load : For invts < 2cr in IPO exit load of 0.75% if withdrawn within 180 days. For invts > 2cr in IPO exit load of 0.50% if withdrawn within 25 days.

Invest
SIP

IDFC Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.78%

Returns 5Y

7.09%

Min Order

₹100

Min SIP

₹100

Exit load : 0.25% if redeemed / switched-out within 1 month from the date of allotment (w.e.f 01st July 2016)

Invest
SIP

Who should invest in

Arbitrage funds are the panacea for low risk taking investors. In a situation of high and persistent volatility, arbitrage funds provide investors a safe avenue to park their hard earned money.


How long should you stay invested in ?

Time Horizon of at least 3-5 years


How to invest in ?

You can click on the Arbitrage Hybrid Funds link in Jama.co.in and choose the desired fund. You can also take your free risk profile assessment which then advises you on the percentage asset allocation you should have inArbitrage Hybrid Funds. Click on invest button from there and continue to make the investment.

Invest only in direct plans of small cap funds and take the advice of a SEBI Registered Investment advisor to invest in the right funds.




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Mutual Funds are subject to market risk. Please read the scheme documents carefully before investing