Mutual fund analysis · Arbitrage
Arbitrage funds: every scheme, ranked by 5 years return
Arbitrage · 41 schemes at Q2 FY27
Q2 FY27: the median Arbitrage fund returned +6% over 5 years, annualized; 21 of 21 schemes gained. Best Invesco India Arbitrage Fund +6%.
| # | Scheme | Fund house | Quarter | 1 year | 3 years | 5 years | 5 years return, each quarter since Q3 FY24 |
|---|---|---|---|---|---|---|---|
| 1 | Invesco India Arbitrage Fund | Invesco | +1% | +6% | +7% | +6% | |
| 2 | SBI Arbitrage Fund | SBI | +1% | +6% | +7% | +6% | |
| 3 | Kotak Arbitrage Fund | Kotak Mahindra | +1% | +6% | +7% | +6% | |
| 4 | Edelweiss Arbitrage Fund | Edelweiss | +1% | +6% | +7% | +6% | |
| 5 | ICICI Prudential Arbitrage Fund | ICICI Prudential | +2% | +6% | +7% | +6% | |
| 6 | UTI Arbitrage Fund | UTI | +1% | +6% | +7% | +6% | |
| 7 | Hdfc Arbitrage Fund | HDFC | +1% | +6% | +7% | +6% | |
| 8 | Axis Arbitrage Fund | Axis | +1% | +6% | +7% | +6% | |
| 9 | Aditya BIRLA SUN LIFE ARBITRAGE FUND | Aditya Birla Sun Life | +2% | +6% | +7% | +6% | |
| 10 | Nippon India Arbitrage Fund | Nippon India | +1% | +6% | +7% | +6% | |
| 11 | Tata Arbitrage Fund | Tata | +1% | +6% | +7% | +6% | |
| 12 | BANDHAN Arbitrage Fund | Bandhan | +1% | +6% | +7% | +6% | |
| 13 | DSP Arbitrage Fund | DSP | +1% | +6% | +7% | +6% | |
| 14 | Mirae Asset Arbitrage Fund | Mirae Asset | +1% | +6% | +7% | +6% | |
| 15 | Union Arbitrage Fund | Union | +2% | +6% | +7% | +6% | |
| 16 | LIC MF Arbitrage Fund | LIC | +1% | +6% | +6% | +6% | |
| 17 | PGIM India Arbitrage Fund | PGIM India | +1% | +6% | +6% | +6% | |
| 18 | JM Arbitrage Fund | JM Financial | +1% | +6% | +6% | +6% | |
| 19 | ITI Arbitrage Fund | ITI | +1% | +6% | +7% | +5% | |
| 20 | BANK OF INDIA Arbitrage Fund | Bank of India | +1% | +6% | +6% | +5% | |
| 21 | Mahindra Manulife Arbitrage Fund | Mahindra Manulife | +1% | +5% | +6% | +5% | |
| 22 | Bajaj Finserv Arbitrage Fundsince Sep 2023 | Bajaj Finserv | +1% | +6% | +6% | — | |
| 23 | Baroda Bnp Paribas Arbitrage Fundsince Mar 2022 | Baroda BNP Paribas | +1% | +6% | +6% | — | |
| 24 | Capitalmind Arbitrage Fundsince Mar 2026 | Capitalmind | +1% | — | — | — | |
| 25 | Franklin India Arbitrage Fundsince Nov 2024 | Franklin Templeton | +2% | +6% | — | — | |
| 26 | Groww Arbitrage Fundsince Apr 2026 | Groww | +1% | — | — | — | |
| 27 | Helios Arbitrage Fundsince Mar 2026 | Helios | +1% | — | — | — | |
| 28 | HSBC Arbitrage Fundsince Nov 2022 | HSBC | +1% | +6% | +7% | — | |
| 29 | JioBlackRock Arbitrage Fundsince Aug 2026 | Jio BlackRock | — | — | — | — | |
| 30 | Motilal Oswal Arbitrage Fundsince Dec 2024 | Motilal Oswal | +2% | +6% | — | — | |
| 31 | NJ Arbitrage Fundsince Aug 2022 | NJ | +1% | +6% | +6% | — | |
| 32 | Old Bridge Arbitrage Fundsince Nov 2025 | Old Bridge | +1% | — | — | — | |
| 33 | Parag Parikh Arbitrage Fund since Nov 2023 | PPFAS | +1% | +6% | — | — | |
| 34 | quant Arbitrage Fundsince Apr 2025 | quant | +2% | +7% | — | — | |
| 35 | Samco Arbitrage Fundsince Nov 2024 | Samco | +1% | +4% | — | — | |
| 36 | Sundaram Arbitrage Fund Formerly Know as Principal Arbitrage Fundsince Jan 2022 | Sundaram | +1% | +6% | +6% | — | |
| 37 | Sundaram Arbitrage Fund Formerly Known as Prinicpal Arbitrage Fundsince Jan 2022 | Sundaram | +2% | +7% | +7% | — | |
| 38 | the Wealth Company Arbitrage Fundsince Oct 2025 | The Wealth Company | +1% | — | — | — | |
| 39 | Trustmf Arbitrage Fundsince Sep 2025 | Trust | +1% | +6% | — | — | |
| 40 | WhiteOak Capital Arbitrage Fundsince Sep 2024 | WhiteOak Capital | +2% | +6% | — | — | |
| 41 | Zerodha Arbitrage Fundsince Aug 2026 | Zerodha | — | — | — | — |
Joined and left since last quarter
- Zerodha Arbitrage Fund