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.

Invest in Best Hybrid Arbitrage Funds

Bonus 1: Earn upto 40% More With Direct Plans

Bonus 2: Get a Free Portfolio Review


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.

Edelweiss Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.37%

Returns 5Y

6.12%

Min Order

₹100

Min SIP

₹500

Exit load : 0.25% for redemption within 30 days

Invest
SIP

NIPPON INDIA ARBITRAGE FUND


Hybrid-Arbitrage

Returns 3Y

6.25%

Returns 5Y

5.97%

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

Kotak Equity


Hybrid-Arbitrage

Returns 3Y

17.78%

Returns 5Y

17.98%

Min Order

₹100

Min SIP

₹1,000

Exit load : i) For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. ii) If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%. iii) If units are redeemed or switched out on or alter 1 year from the date of allotment: Nil. iv) Any exit load charged (net off Service Tax, if any) shall be credited back to the respective Scheme. (applicable for all plans) v) Units issued on reinvestment of dividends shall not be subject to exit load (applicable for all plans)

Invest
SIP

Invesco India Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.5%

Returns 5Y

6.1%

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

Kotak Equity Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.39%

Returns 5Y

6.02%

Min Order

₹100

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

TATA Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.23%

Returns 5Y

6.17%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

ICICI Prudential Equity Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.12%

Returns 5Y

5.82%

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

6.09%

Returns 5Y

5.85%

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

BANDHAN Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.13%

Returns 5Y

5.81%

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

Aditya Birla Sun Life Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.17%

Returns 5Y

5.89%

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

HDFC ARBITRAGE FUND


Hybrid-Arbitrage

Returns 3Y

6.04%

Returns 5Y

5.66%

Min Order

₹100

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

DSP Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

6.02%

Returns 5Y

5.75%

Min Order

₹100

Min SIP

₹500

Exit load : -

Invest
SIP

PGIM India Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

5.74%

Returns 5Y

5.51%

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

Union Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

5.89%

Returns 5Y

5.68%

Min Order

₹1,000

Min SIP

₹2,000

Exit load : -

Invest
SIP

LIC MF Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

5.93%

Returns 5Y

5.5%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

Mirae Asset Arbitrage Fund


Hybrid-Arbitrage

Returns 2Y

7.06%

Returns 3Y

6.14%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

JM Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

5.72%

Returns 5Y

4.99%

Min Order

₹1,000

Min SIP

₹500

Exit load : Pl. refer Scheme Information Document

Invest
SIP

ITI Arbitrage Fund


Hybrid-Arbitrage

Returns 2Y

6.07%

Returns 3Y

5.08%

Min Order

₹5,000

Min SIP

₹500

Exit load : -

Invest
SIP

BANK OF INDIA Arbitrage Fund


Hybrid-Arbitrage

Returns 3Y

4.86%

Returns 5Y

4.71%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

Invest
SIP

NJ Arbitrage Fund


Hybrid-Arbitrage

Returns 6M

3.92%

Returns 1Y

7.93%

Min Order

₹5,000

Min SIP

₹1,000

Exit load : -

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.




Start Investing






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