Bandhan Arbitrage Fund vs Kotak Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Bandhan Arbitrage Fund and Kotak Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Bandhan Arbitrage Fund (Direct) returned 7.3% a year and Kotak Arbitrage Fund (Direct) returned 7.4% a year. Bandhan Arbitrage Fund charges 1.63% a year and Kotak Arbitrage Fund 2.31% (Direct plans). Their portfolios overlap 44.8%: they hold 142 of the same securities.
Bandhan Arbitrage Fund
Arbitrage
- 3 year return
- 7.3%
- Expense ratio
- 1.63%
- NAV
- ₹38.12
Which is better, Bandhan Arbitrage or Kotak Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Kotak Arbitrage returned more over 5 years: 7.0% a year against 6.8%.
- Kotak Arbitrage returned more over 3 years: 7.4% a year against 7.3%.
- Bandhan Arbitrage costs less: 1.63% a year against 2.31% (Direct plans).
- Bandhan Arbitrage swung less over 3 years: a standard deviation of 1.1% a year against 1.1%.
- Kotak Arbitrage fell less in its worst fall since 17-01-2013: −0.6% against −0.8%.
- Kotak Arbitrage is the larger fund: ₹75,275 Cr against ₹7,796 Cr.
- Their portfolios overlap 44.8%: 142 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Bandhan Arbitrage Fund | Kotak Arbitrage Fund |
|---|---|---|
| Fund house | Bandhan Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹7,796 Cr (31-08-2026) | ₹75,275 Cr (30-09-2026) |
| NAV | ₹38.12 (Direct) | ₹43.60 (Direct) |
| Expense ratio (Direct) | 1.63% | 2.31% |
| Expense ratio (Regular) | 2.35% | 2.89% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 21-12-2006 | 29-09-2005 |
| Minimum investment | ₹100 | ₹100 |
| Lock in | None | None |
| Fund managers | Kapil Kankonkar, Harshal Joshi, Ritika Behera, Gaurav Satra, Brijesh Shah | Hiten Shah |
| Exit load | W.e.f 01-Jul-2016 Entry Load: Nil - Exit Load: 0.25% if redeemed / switched out within 1 month from the date of allotment, for all investments (including SIP/STP-in registered) from the effective date. Please refer the scheme information document / addend | Exit load of 0.25% if redeemed within 30 days |
Bandhan Arbitrage vs Kotak Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Bandhan Arbitrage Fund (Direct) | +0.53% | +1.49% | +3.16% | +6.48% | +7.27% | +6.78% | +6.33% |
| Kotak Arbitrage Fund (Direct) | +0.55% | +1.55% | +3.29% | +6.75% | +7.43% | +6.98% | +6.46% |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | +6.31% |
Category average: the average of the 39 Arbitrage funds, same plan type.
Bandhan Arbitrage vs Kotak Arbitrage: Year-wise Returns
| Year | BandhanBandhan Arbitrage | KotakKotak Arbitrage |
|---|---|---|
| 2026to date | +5.28% | +5.53% |
| 2025 | +7.02% | +7.06% |
| 2024 | +8.31% | +8.47% |
| 2023 | +7.86% | +8.01% |
| 2022 | +4.83% | +5.14% |
| 2021 | +4.24% | +4.56% |
Bandhan Arbitrage vs Kotak Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,665 of them, one for each trading day from 18-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Bandhan Arbitrage Fund (Direct)
Kotak Arbitrage Fund (Direct)
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bandhan Arbitrage | 0.0 | 11.4 | 88.6 | 0.0 | 0.0 | 0.0 | 0.0 | 6.6% | 6.8% | 4.4% | 8.8% |
| Kotak Arbitrage | 0.0 | 8.7 | 91.3 | 0.0 | 0.0 | 0.0 | 0.0 | 6.7% | 6.8% | 4.7% | 9.0% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 17-01-2013. Past returns do not promise future returns.
Bandhan Arbitrage vs Kotak Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 17-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Bandhan ArbitrageBandhan Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,62,111 | ₹10,02,111 | 6.5% |
| Kotak ArbitrageKotak Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,92,834 | ₹10,32,834 | 6.7% |
Bandhan ArbitrageBandhan Arbitrage Fund (Direct)
Kotak ArbitrageKotak Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Bandhan Arbitrage vs Kotak Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Bandhan Arbitrage Fund (Direct) | Kotak Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.48% | +6.75% |
| Standard deviation | 1.33% | 1.38% |
| Sharpe ratio | 0.93 | 1.09 |
| Sortino ratio | 1.41 | 1.65 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.5% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Bandhan Arbitrage Fund (Direct) | Kotak Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.27% | +7.43% |
| Standard deviation | 1.06% | 1.10% |
| Sharpe ratio | 1.17 | 1.28 |
| Sortino ratio | 1.80 | 1.96 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.5% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Bandhan Arbitrage Fund (Direct) | Kotak Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.78% | +6.98% |
| Standard deviation | 0.98% | 1.01% |
| Sharpe ratio | 1.01 | 1.16 |
| Sortino ratio | 1.53 | 1.78 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.5% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Bandhan Arbitrage Fund (Direct) | Kotak Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.91% | +7.07% |
| Standard deviation | 0.99% | 1.02% |
| Sharpe ratio | 0.88 | 1.00 |
| Sortino ratio | 1.31 | 1.52 |
| Maximum drawdown | −0.8% (25-03-2020) | −0.6% (03-06-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 17-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Bandhan Arbitrage Fund (Direct)
Kotak Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Bandhan Arbitrage Fund (Direct) | −0.8% | 16-03-2020 | 25-03-2020 | 20-04-2020 | 26 days | −0.0% |
| Kotak Arbitrage Fund (Direct) | −0.6% | 29-05-2020 | 03-06-2020 | 14-08-2020 | 2 months | −0.0% |
From daily values since 17-01-2013, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Bandhan Arbitrage Fund (Direct)
Kotak Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Bandhan Arbitrage Fund (Direct)
Kotak Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Bandhan Arbitrage Fund (Direct)
Kotak Arbitrage Fund (Direct)
Bandhan Arbitrage vs Kotak Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Bandhan Arbitrage Fund, August 2026; Kotak Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 44.8%
- Held by both
- 142
- Only in Bandhan Arbitrage
- 16
- Only in Kotak Arbitrage
- 52
| Security | % of Bandhan Arbitrage | % of Kotak Arbitrage |
|---|---|---|
| Axis Bank Limited | 2.41% | 2.94% |
| ICICI Bank Limited | 2.30% | 4.17% |
| Reliance Industries Limited | 2.11% | 3.06% |
| HDFC Bank Limited | 4.76% | 2.03% |
| Bharti Airtel Limited | 1.63% | 1.45% |
| State Bank of India | 1.66% | 1.35% |
| Vodafone Idea Limited | 2.94% | 1.30% |
| Tata Steel Limited | 0.91% | 1.53% |
| Coal India Limited | 0.91% | 1.18% |
| JSW Steel Limited | 1.18% | 0.74% |
| Cummins India Limited | 0.68% | 0.82% |
| Tech Mahindra Limited | 0.67% | 0.69% |
| Adani Power Limited | 0.66% | 1.43% |
| Adani Energy Solutions Limited | 0.66% | 0.72% |
| Indus Towers Limited | 0.71% | 0.65% |
| Samvardhana Motherson International Limited | 0.71% | 0.62% |
| Torrent Pharmaceuticals Limited | 0.58% | 0.63% |
| Hindustan Unilever Limited | 0.79% | 0.57% |
| Bank of Baroda | 0.56% | 0.69% |
| APL Apollo Tubes Limited | 0.56% | 0.61% |
| Canara Bank | 1.31% | 0.55% |
| Hindalco Industries Limited | 0.53% | 1.31% |
| Divi's Laboratories Limited | 0.53% | 0.96% |
| The Indian Hotels Company Limited | 0.72% | 0.52% |
| Indian Oil Corporation Limited | 0.49% | 0.69% |
| Kotak Mahindra Bank Limited | 1.72% | 0.47% |
| IDFC First Bank Limited | 0.69% | 0.47% |
| Yes Bank Limited | 0.47% | 0.56% |
| Varun Beverages Limited | 0.62% | 0.46% |
| Ambuja Cements Limited | 0.59% | 0.44% |
| Jindal Steel Limited | 0.61% | 0.41% |
| NMDC Limited | 0.50% | 0.41% |
| GE Vernova T&D India Limited | 0.39% | 0.55% |
| Bharat Petroleum Corporation Limited | 0.38% | 0.44% |
| ITC Limited | 0.38% | 0.85% |
| Tata Consultancy Services Limited | 0.38% | 0.53% |
| NTPC Limited | 0.38% | 0.64% |
| Steel Authority of India Limited | 1.03% | 0.35% |
| Ashok Leyland Limited | 0.54% | 0.35% |
| Hindustan Aeronautics Limited | 0.49% | 0.35% |
| Jio Financial Services Limited | 1.43% | 0.34% |
| Marico Limited | 0.36% | 0.34% |
| Infosys Limited | 0.34% | 1.25% |
| Eicher Motors Limited | 0.34% | 0.40% |
| Adani Green Energy Limited | 0.34% | 0.58% |
| HDFC Life Insurance Company Limited | 0.83% | 0.33% |
| Cholamandalam Investment and Finance Company Ltd | 0.33% | 0.88% |
| Lupin Limited | 0.33% | 0.59% |
| Bharat Forge Limited | 0.33% | 0.36% |
| Adani Enterprises Limited | 1.46% | 0.32% |
| Biocon Limited | 0.52% | 0.32% |
| Glenmark Pharmaceuticals Limited | 1.11% | 0.30% |
| Muthoot Finance Limited | 0.74% | 0.30% |
| Bajaj Finance Limited | 0.30% | 1.20% |
| Larsen & Toubro Limited | 1.55% | 0.29% |
| HDFC Asset Management Company Limited | 0.77% | 0.28% |
| Hindustan Zinc Limited | 0.28% | 0.52% |
| LIC Housing Finance Limited | 0.52% | 0.27% |
| UPL Limited | 0.36% | 0.27% |
| Godrej Properties Limited | 0.27% | 0.40% |
| Tata Motors Passenger Vehicles Limited | 0.26% | 0.43% |
| Union Bank of India | 0.59% | 0.25% |
| Kalyan Jewellers India Limited | 0.43% | 0.25% |
| Tata Power Company Limited | 0.37% | 0.25% |
| One 97 Communications Limited | 0.24% | 0.57% |
| Crompton Greaves Consumer Electricals Limited | 0.66% | 0.23% |
| Apollo Hospitals Enterprise Limited | 0.23% | 0.35% |
| Maruti Suzuki India Limited | 0.23% | 0.66% |
| Fortis Healthcare Limited | 0.51% | 0.22% |
| SRF Limited | 0.28% | 0.22% |
| Suzlon Energy Limited | 0.26% | 0.22% |
| ICICI Lombard General Insurance Company Limited | 0.25% | 0.22% |
| Tata Consumer Products Limited | 0.22% | 0.67% |
| Manappuram Finance Limited | 0.46% | 0.21% |
| Patanjali Foods Limited | 0.22% | 0.21% |
| Life Insurance Corporation Of India | 1.07% | 0.20% |
| Power Finance Corporation Limited | 0.20% | 0.80% |
| Bank of India | 0.46% | 0.19% |
| Bharat Heavy Electricals Limited | 1.09% | 0.18% |
| Punjab National Bank | 1.10% | 0.17% |
| Sun Pharmaceutical Industries Limited | 0.28% | 0.17% |
| UltraTech Cement Limited | 0.18% | 0.16% |
| Hitachi Energy India Limited | 0.53% | 0.15% |
| Container Corporation of India Limited | 0.43% | 0.14% |
| PG Electroplast Limited | 0.16% | 0.14% |
| Delhivery Limited | 0.14% | 0.36% |
| Aditya Birla Capital Limited | 0.13% | 0.30% |
| Bharat Electronics Limited | 0.60% | 0.12% |
| Indian Energy Exchange Limited | 0.43% | 0.12% |
| Central Depository Services (India) Limited | 0.30% | 0.12% |
| Vedanta Limited | 0.11% | 0.31% |
| Alkem Laboratories Limited | 0.10% | 0.39% |
| Grasim Industries Limited | 0.37% | 0.09% |
| GMR Airports Limited | 0.13% | 0.09% |
| Sagility Limited | 0.09% | 0.16% |
| Voltas Limited | 0.09% | 0.13% |
| Tube Investments of India Limited | 0.09% | 0.32% |
| JSW Energy Limited | 0.08% | 0.27% |
| Max Financial Services Limited | 0.89% | 0.07% |
| Colgate Palmolive (India) Limited | 0.08% | 0.07% |
| Computer Age Management Services Limited | 0.07% | 0.12% |
| Mahindra & Mahindra Limited | 0.06% | 0.46% |
| SBI Life Insurance Company Limited | 0.06% | 0.15% |
| GAIL (India) Limited | 0.06% | 0.44% |
| The Phoenix Mills Limited | 0.06% | 0.07% |
| Pidilite Industries Limited | 0.06% | 0.08% |
| Aurobindo Pharma Limited | 0.06% | 0.39% |
| Bank of Maharashtra | 0.06% | 0.12% |
| Bajaj Finserv Limited | 0.06% | 0.25% |
| Asian Paints Limited | 0.05% | 0.08% |
| Cipla Limited | 0.05% | 0.30% |
| National Aluminium Company Limited | 0.05% | 0.17% |
| Oil & Natural Gas Corporation Limited | 0.05% | 0.11% |
| Adani Ports and Special Economic Zone Limited | 1.02% | 0.04% |
| Inox Wind Limited | 0.23% | 0.04% |
| Solar Industries India Limited | 0.11% | 0.04% |
| Bosch Limited | 0.04% | 0.11% |
| Polycab India Limited | 0.04% | 0.04% |
| TVS Motor Company Limited | 0.04% | 0.94% |
| United Spirits Limited | 0.04% | 0.09% |
| Amber Enterprises India Limited | 0.22% | 0.03% |
| Max Healthcare Institute Limited | 0.03% | 0.04% |
| Hindustan Petroleum Corporation Limited | 0.03% | 0.44% |
| PB Fintech Limited | 0.03% | 0.67% |
| PNB Housing Finance Limited | 0.03% | 0.29% |
| Coforge Limited | 0.03% | 0.78% |
| Shriram Finance Limited | 0.03% | 0.59% |
| Bajaj Holdings & Investment Limited | 0.02% | 0.05% |
| 360 One WAM Limited | 0.02% | 0.02% |
| Info Edge (India) Limited | 0.02% | 0.59% |
| Bajaj Auto Limited | 0.02% | 0.52% |
| Dabur India Limited | 0.33% | 0.01% |
| Hero MotoCorp Limited | 0.28% | 0.01% |
| Mazagon Dock Shipbuilders Limited | 0.15% | 0.01% |
| Godrej Consumer Products Limited | 0.07% | 0.01% |
| KPIT Technologies Limited | 0.01% | 0.04% |
| Oberoi Realty Limited | 0.01% | 0.05% |
| NBCC (India) Limited | 0.01% | 0.06% |
| ABB India Limited | 0.01% | 0.04% |
| Supreme Industries Limited | 0.01% | 0.13% |
| Titan Company Limited | 0.01% | 0.31% |
| HCL Technologies Limited | 0.01% | 0.15% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 44.8% means 44.8% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Bandhan Arbitrage Fund
| Security | % of fund |
|---|---|
| Bandhan Money Market Fund -Direct Plan-Growth | 13.36% |
| Bandhan Ultra Short to Short Term Fund-DR GR | 8.85% |
| Bandhan Ultra Short Term Fund - DR Plan GR | 3.59% |
| DLF Limited | 0.55% |
| AU Small Finance Bank Limited | 0.53% |
Largest holdings only in Kotak Arbitrage Fund
| Security | % of fund |
|---|---|
| Kotak Money Market Fund Direct Growth | 9.78% |
| Kotak Savings Fund Direct Growth | 4.98% |
| Kotak Ultra Short to Short Term Fund | 3.86% |
| Kotak Liquid Direct Growth | 3.13% |
| HDFC BANK LTD. | 1.94% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Bandhan Arbitrage | Kotak Arbitrage |
|---|---|---|
| Equity | 72.8% | 71.1% |
| Debt | 0.1% | 5.8% |
| Cash and others | 27.1% | 23.1% |
Market cap of stocks
| Market cap | Bandhan Arbitrage | Kotak Arbitrage |
|---|---|---|
| Large Cap | 53.8% | 52.1% |
| Mid Cap | 15.5% | 16.4% |
| Small Cap | 3.4% | 2.6% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Bandhan Arbitrage | Kotak Arbitrage |
|---|---|---|
| Banks | 19.2% | 14.4% |
| Finance | 4.3% | 5.7% |
| Telecom - Services | 5.3% | 3.4% |
| Petroleum Products | 3.0% | 4.6% |
| Pharmaceuticals and Biotechnology | 0.0% | 4.2% |
| Power | 2.5% | 3.9% |
| IT - Software | 1.5% | 3.8% |
| Ferrous Metals | 3.7% | 3.0% |
| Pharmaceuticals & Biotechnology | 3.6% | 0.0% |
| Insurance | 3.1% | 1.0% |
The six largest sectors of each fund's stocks, % of the fund.
Bandhan Arbitrage vs Kotak Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Bandhan Arbitrage Fund | Kotak Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.63% | 2.31% |
| Base expense ratio (Direct) | 0.29% | 0.33% |
| Total expense ratio (Regular) | 2.35% | 2.89% |
| Base expense ratio (Regular) | 0.91% | 0.83% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Bandhan Arbitrage with
Bandhan Arbitrage Fund vs Kotak Arbitrage Fund: Frequently Asked Questions
What is the difference between Bandhan Arbitrage Fund and Kotak Arbitrage Fund?
Both are Arbitrage funds, run by Bandhan Mutual Fund and Kotak Mahindra Mutual Fund. Their portfolios overlap 44.8%. Bandhan Arbitrage Fund charges 1.63% a year and Kotak Arbitrage Fund 2.31%.
Which has given higher returns, Bandhan Arbitrage Fund or Kotak Arbitrage Fund?
Over 1 year: Bandhan Arbitrage Fund +6.48%, Kotak Arbitrage Fund +6.75%. Over 3 years: Bandhan Arbitrage Fund +7.27% a year, Kotak Arbitrage Fund +7.43% a year. Over 5 years: Bandhan Arbitrage Fund +6.78% a year, Kotak Arbitrage Fund +6.98% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Bandhan Arbitrage Fund or Kotak Arbitrage Fund?
Bandhan Arbitrage Fund charges less: 1.63% a year against 2.31%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Bandhan Arbitrage Fund and Kotak Arbitrage Fund overlap?
44.8%. They hold 142 of the same securities, the largest shared ones being AXISBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, Bandhan Arbitrage Fund or Kotak Arbitrage Fund?
On SEBI's riskometer, Bandhan Arbitrage Fund is rated Low and Kotak Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.06% and 1.10% a year.
Which is better for SIP, Bandhan Arbitrage Fund or Kotak Arbitrage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,31,125 in Bandhan Arbitrage Fund (XIRR 7.1% a year) and ₹7,34,378 in Kotak Arbitrage Fund (XIRR 7.2% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Bandhan Arbitrage Fund and Kotak Arbitrage Fund?
Yes. 44.8% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Bandhan Arbitrage Fund and Kotak Arbitrage Fund?
Bandhan Arbitrage Fund: Kapil Kankonkar, Harshal Joshi, Ritika Behera, Gaurav Satra, Brijesh Shah. Kotak Arbitrage Fund: Hiten Shah.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.