Mutual fund analysis · Arbitrage

Arbitrage funds: every scheme, ranked by 3 years return

Arbitrage · 41 schemes at Q2 FY27

Q2 FY27: the median Arbitrage fund returned +7% over 3 years, annualized; 27 of 27 schemes gained. Best Sundaram Arbitrage Fund Formerly Known as Prinicpal Arbitrage Fund +7%.

Rank by

An underlined fund opens its page — holdings, what moved it, and how it behaves. Pages exist for the fund houses whose filings we ingest (SBI, HDFC, Nippon India).

#SchemeFund houseQuarter1 year3 years5 years3 years return, each quarter since Q3 FY24
1Sundaram Arbitrage Fund Formerly Known as Prinicpal Arbitrage FundSundaram+2%+7%+7%—
2Kotak Arbitrage FundKotak Mahindra+1%+6%+7%+6%
3UTI Arbitrage FundUTI+1%+6%+7%+6%
4Invesco India Arbitrage FundInvesco+1%+6%+7%+6%
5ICICI Prudential Arbitrage FundICICI Prudential+2%+6%+7%+6%
6Hdfc Arbitrage Fund HDFC+1%+6%+7%+6%
7SBI Arbitrage Fund SBI+1%+6%+7%+6%
8Aditya BIRLA SUN LIFE ARBITRAGE FUNDAditya Birla Sun Life+2%+6%+7%+6%
9Edelweiss Arbitrage FundEdelweiss+1%+6%+7%+6%
10Tata Arbitrage FundTata+1%+6%+7%+6%
11Axis Arbitrage FundAxis+1%+6%+7%+6%
12Union Arbitrage FundUnion+2%+6%+7%+6%
13Nippon India Arbitrage Fund Nippon India+1%+6%+7%+6%
14HSBC Arbitrage FundHSBC+1%+6%+7%—
15BANDHAN Arbitrage FundBandhan+1%+6%+7%+6%
16DSP Arbitrage FundDSP+1%+6%+7%+6%
17Mirae Asset Arbitrage FundMirae Asset+1%+6%+7%+6%
18ITI Arbitrage FundITI+1%+6%+7%+5%
19Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage FundSundaram+1%+6%+6%—
20Baroda Bnp Paribas Arbitrage FundBaroda BNP Paribas+1%+6%+6%—
21LIC MF Arbitrage FundLIC+1%+6%+6%+6%
22PGIM India Arbitrage FundPGIM India+1%+6%+6%+6%
23Bajaj Finserv Arbitrage FundBajaj Finserv+1%+6%+6%—
24JM Arbitrage FundJM Financial+1%+6%+6%+6%
25BANK OF INDIA Arbitrage FundBank of India+1%+6%+6%+5%
26NJ Arbitrage FundNJ+1%+6%+6%—
27Mahindra Manulife Arbitrage FundMahindra Manulife+1%+5%+6%+5%
28Capitalmind Arbitrage Fundsince Mar 2026Capitalmind+1%———
29Franklin India Arbitrage Fundsince Nov 2024Franklin Templeton+2%+6%——
30Groww Arbitrage Fundsince Apr 2026Groww+1%———
31Helios Arbitrage Fundsince Mar 2026Helios+1%———
32JioBlackRock Arbitrage Fundsince Aug 2026Jio BlackRock————
33Motilal Oswal Arbitrage Fundsince Dec 2024Motilal Oswal+2%+6%——
34Old Bridge Arbitrage Fundsince Nov 2025Old Bridge+1%———
35Parag Parikh Arbitrage Fund since Nov 2023PPFAS+1%+6%——
36quant Arbitrage Fundsince Apr 2025quant+2%+7%——
37Samco Arbitrage Fundsince Nov 2024Samco+1%+4%——
38the Wealth Company Arbitrage Fundsince Oct 2025The Wealth Company+1%———
39Trustmf Arbitrage Fundsince Sep 2025Trust+1%+6%——
40WhiteOak Capital Arbitrage Fundsince Sep 2024WhiteOak Capital+2%+6%——
41Zerodha Arbitrage Fundsince Aug 2026Zerodha————

Joined and left since last quarter

Joined Arbitrage

  • Zerodha Arbitrage Fund