Bandhan Arbitrage Fund vs Nippon India Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Bandhan Arbitrage Fund and Nippon India Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Bandhan Arbitrage Fund (Direct) returned 7.3% a year and Nippon India Arbitrage Fund (Direct) returned 7.3% a year. Bandhan Arbitrage Fund charges 1.63% a year and Nippon India Arbitrage Fund 1.35% (Direct plans). Their portfolios overlap 48.9%: they hold 136 of the same securities.
Bandhan Arbitrage Fund
Arbitrage
- 3 year return
- 7.3%
- Expense ratio
- 1.63%
- NAV
- ₹38.12
Nippon India Arbitrage Fund
Arbitrage
- 3 year return
- 7.3%
- Expense ratio
- 1.35%
- NAV
- ₹31.21
Which is better, Bandhan Arbitrage or Nippon India Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Nippon India Arbitrage returned more over 5 years: 6.8% a year against 6.8%.
- Nippon India Arbitrage returned more over 3 years: 7.3% a year against 7.3%.
- Nippon India Arbitrage costs less: 1.35% a year against 1.63% (Direct plans).
- Bandhan Arbitrage swung less over 3 years: a standard deviation of 1.1% a year against 1.1%.
- Nippon India Arbitrage fell less in its worst fall since 17-01-2013: −0.6% against −0.8%.
- Nippon India Arbitrage is the larger fund: ₹17,216 Cr against ₹7,796 Cr.
- Their portfolios overlap 48.9%: 136 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 | Nippon India Arbitrage Fund |
|---|---|---|
| Fund house | Bandhan Mutual Fund | Nippon India Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹7,796 Cr (31-08-2026) | ₹17,216 Cr (30-09-2026) |
| NAV | ₹38.12 (Direct) | ₹31.21 (Direct) |
| Expense ratio (Direct) | 1.63% | 1.35% |
| Expense ratio (Regular) | 2.35% | 2.04% |
| Riskometer | Low | Not available |
| Benchmark | Nifty 50 Arbitrage Index | Not available |
| Launch date | 21-12-2006 | Not available |
| Minimum investment | ₹100 | Not available |
| Lock in | None | Not available |
| Fund managers | Kapil Kankonkar, Harshal Joshi, Ritika Behera, Gaurav Satra, Brijesh Shah | Not available |
| 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 | Not available |
Bandhan Arbitrage vs Nippon India 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% |
| Nippon India Arbitrage Fund (Direct) | +0.52% | +1.54% | +3.29% | +6.71% | +7.28% | +6.83% | +6.47% |
| 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 Nippon India Arbitrage: Year-wise Returns
| Year | BandhanBandhan Arbitrage | Nippon IndiaNippon India Arbitrage |
|---|---|---|
| 2026to date | +5.28% | +5.47% |
| 2025 | +7.02% | +6.94% |
| 2024 | +8.31% | +8.23% |
| 2023 | +7.86% | +7.85% |
| 2022 | +4.83% | +4.94% |
| 2021 | +4.24% | +4.54% |
Bandhan Arbitrage vs Nippon India 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)
Nippon India 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% |
| Nippon India Arbitrage | 0.0 | 9.3 | 90.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.7% | 6.9% | 4.6% | 8.9% |
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 Nippon India 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% |
| Nippon India ArbitrageNippon India Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,86,329 | ₹10,26,329 | 6.7% |
Bandhan ArbitrageBandhan Arbitrage Fund (Direct)
Nippon India ArbitrageNippon India 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 Nippon India 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) | Nippon India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.48% | +6.71% |
| Standard deviation | 1.33% | 1.33% |
| Sharpe ratio | 0.93 | 1.10 |
| Sortino ratio | 1.41 | 1.71 |
| 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) | Nippon India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.27% | +7.28% |
| Standard deviation | 1.06% | 1.06% |
| Sharpe ratio | 1.17 | 1.18 |
| Sortino ratio | 1.80 | 1.81 |
| 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) | Nippon India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.78% | +6.83% |
| Standard deviation | 0.98% | 0.98% |
| Sharpe ratio | 1.01 | 1.05 |
| Sortino ratio | 1.53 | 1.61 |
| 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) | Nippon India Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.91% | +7.06% |
| Standard deviation | 0.99% | 1.07% |
| Sharpe ratio | 0.88 | 0.95 |
| Sortino ratio | 1.31 | 1.44 |
| Maximum drawdown | −0.8% (25-03-2020) | −0.6% (25-03-2020) |
| 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)
Nippon India 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% |
| Nippon India Arbitrage Fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 days | −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)
Nippon India 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)
Nippon India 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)
Nippon India Arbitrage Fund (Direct)
Bandhan Arbitrage vs Nippon India Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Bandhan Arbitrage Fund, August 2026; Nippon India Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 48.9%
- Held by both
- 136
- Only in Bandhan Arbitrage
- 22
- Only in Nippon India Arbitrage
- 33
| Security | % of Bandhan Arbitrage | % of Nippon India Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.76% | 4.62% |
| Axis Bank Limited | 2.41% | 2.45% |
| ICICI Bank Limited | 2.30% | 4.21% |
| Reliance Industries Limited | 2.11% | 4.83% |
| State Bank of India | 1.66% | 2.02% |
| Vodafone Idea Limited | 2.94% | 1.34% |
| Adani Enterprises Limited | 1.46% | 1.32% |
| Larsen & Toubro Limited | 1.55% | 1.31% |
| JSW Steel Limited | 1.18% | 1.81% |
| Canara Bank | 1.31% | 1.17% |
| Kotak Mahindra Bank Limited | 1.72% | 1.09% |
| Jio Financial Services Limited | 1.43% | 1.03% |
| Steel Authority of India Limited | 1.03% | 1.11% |
| Glenmark Pharmaceuticals Limited | 1.11% | 0.95% |
| Bharti Airtel Limited | 1.63% | 0.91% |
| Tata Steel Limited | 0.91% | 1.35% |
| Coal India Limited | 0.91% | 0.92% |
| Cummins India Limited | 0.68% | 0.76% |
| Adani Energy Solutions Limited | 0.66% | 1.04% |
| Indus Towers Limited | 0.71% | 0.60% |
| Ambuja Cements Limited | 0.59% | 0.77% |
| APL Apollo Tubes Limited | 0.56% | 0.56% |
| Hindalco Industries Limited | 0.53% | 0.76% |
| AU Small Finance Bank Limited | 0.53% | 0.96% |
| NMDC Limited | 0.50% | 0.52% |
| Punjab National Bank | 1.10% | 0.47% |
| Life Insurance Corporation Of India | 1.07% | 0.47% |
| Yes Bank Limited | 0.47% | 0.50% |
| Manappuram Finance Limited | 0.46% | 0.86% |
| Bank of Baroda | 0.56% | 0.45% |
| Bharat Heavy Electricals Limited | 1.09% | 0.44% |
| The Federal Bank Limited | 0.45% | 0.44% |
| IDFC First Bank Limited | 0.69% | 0.41% |
| The Indian Hotels Company Limited | 0.72% | 0.38% |
| ITC Limited | 0.38% | 0.46% |
| Muthoot Finance Limited | 0.74% | 0.37% |
| Hindustan Unilever Limited | 0.79% | 0.36% |
| Marico Limited | 0.36% | 0.45% |
| Infosys Limited | 0.34% | 0.68% |
| Eicher Motors Limited | 0.34% | 0.48% |
| Adani Green Energy Limited | 0.34% | 0.46% |
| Crompton Greaves Consumer Electricals Limited | 0.66% | 0.33% |
| Varun Beverages Limited | 0.62% | 0.33% |
| Biocon Limited | 0.52% | 0.33% |
| Divi's Laboratories Limited | 0.53% | 0.32% |
| Indian Oil Corporation Limited | 0.49% | 0.32% |
| GE Vernova T&D India Limited | 0.39% | 0.32% |
| Grasim Industries Limited | 0.37% | 0.31% |
| Bajaj Finance Limited | 0.30% | 1.71% |
| Adani Power Limited | 0.66% | 0.29% |
| Sun Pharmaceutical Industries Limited | 0.28% | 0.41% |
| Hindustan Zinc Limited | 0.28% | 0.46% |
| Container Corporation of India Limited | 0.43% | 0.27% |
| Godrej Properties Limited | 0.27% | 0.38% |
| HDFC Life Insurance Company Limited | 0.83% | 0.26% |
| Fortis Healthcare Limited | 0.51% | 0.26% |
| Kalyan Jewellers India Limited | 0.43% | 0.26% |
| HDFC Asset Management Company Limited | 0.77% | 0.24% |
| One 97 Communications Limited | 0.24% | 0.49% |
| Maruti Suzuki India Limited | 0.23% | 1.42% |
| NTPC Limited | 0.38% | 0.22% |
| Tata Power Company Limited | 0.37% | 0.22% |
| Tata Consumer Products Limited | 0.22% | 0.32% |
| Patanjali Foods Limited | 0.22% | 0.38% |
| Hero MotoCorp Limited | 0.28% | 0.20% |
| Tata Motors Passenger Vehicles Limited | 0.26% | 0.20% |
| Power Finance Corporation Limited | 0.20% | 0.30% |
| LIC Housing Finance Limited | 0.52% | 0.19% |
| Ashok Leyland Limited | 0.54% | 0.18% |
| Cholamandalam Investment and Finance Company Ltd | 0.33% | 0.18% |
| UltraTech Cement Limited | 0.18% | 0.45% |
| Hitachi Energy India Limited | 0.53% | 0.15% |
| Torrent Pharmaceuticals Limited | 0.58% | 0.14% |
| Apollo Hospitals Enterprise Limited | 0.23% | 0.14% |
| Delhivery Limited | 0.14% | 0.14% |
| Bank of India | 0.46% | 0.13% |
| Bharat Petroleum Corporation Limited | 0.38% | 0.13% |
| Hindustan Aeronautics Limited | 0.49% | 0.12% |
| Aditya Birla Capital Limited | 0.13% | 0.12% |
| Tata Consultancy Services Limited | 0.38% | 0.11% |
| Solar Industries India Limited | 0.11% | 0.19% |
| Alkem Laboratories Limited | 0.10% | 0.23% |
| RBL Bank Limited | 0.10% | 0.14% |
| Union Bank of India | 0.59% | 0.09% |
| ICICI Lombard General Insurance Company Limited | 0.25% | 0.09% |
| PG Electroplast Limited | 0.16% | 0.09% |
| Sagility Limited | 0.09% | 0.11% |
| Voltas Limited | 0.09% | 0.14% |
| Dabur India Limited | 0.33% | 0.08% |
| Lupin Limited | 0.33% | 0.08% |
| JSW Energy Limited | 0.08% | 0.12% |
| Samvardhana Motherson International Limited | 0.71% | 0.07% |
| Bharat Electronics Limited | 0.60% | 0.07% |
| SRF Limited | 0.28% | 0.07% |
| Adani Ports and Special Economic Zone Limited | 1.02% | 0.06% |
| Colgate Palmolive (India) Limited | 0.08% | 0.06% |
| Mahindra & Mahindra Limited | 0.06% | 0.51% |
| SBI Life Insurance Company Limited | 0.06% | 0.27% |
| The Phoenix Mills Limited | 0.06% | 0.10% |
| Aurobindo Pharma Limited | 0.06% | 0.13% |
| Bank of Maharashtra | 0.06% | 0.06% |
| Bajaj Finserv Limited | 0.06% | 0.08% |
| Tech Mahindra Limited | 0.67% | 0.05% |
| Jindal Steel Limited | 0.61% | 0.05% |
| Bharat Forge Limited | 0.33% | 0.05% |
| Inox Wind Limited | 0.23% | 0.05% |
| Vedanta Limited | 0.11% | 0.05% |
| GAIL (India) Limited | 0.06% | 0.05% |
| Asian Paints Limited | 0.05% | 0.33% |
| Cipla Limited | 0.05% | 0.29% |
| Oil & Natural Gas Corporation Limited | 0.05% | 0.10% |
| Suzlon Energy Limited | 0.26% | 0.04% |
| Tube Investments of India Limited | 0.09% | 0.04% |
| Bosch Limited | 0.04% | 0.23% |
| TVS Motor Company Limited | 0.04% | 0.72% |
| Hindustan Petroleum Corporation Limited | 0.03% | 0.03% |
| PB Fintech Limited | 0.03% | 0.03% |
| PNB Housing Finance Limited | 0.03% | 0.14% |
| Coforge Limited | 0.03% | 0.36% |
| Shriram Finance Limited | 0.03% | 0.10% |
| ICICI Prudential Life Insurance Company Limited | 0.03% | 0.15% |
| National Aluminium Company Limited | 0.05% | 0.02% |
| Polycab India Limited | 0.04% | 0.02% |
| Bajaj Holdings & Investment Limited | 0.02% | 0.05% |
| Info Edge (India) Limited | 0.02% | 0.56% |
| Bajaj Auto Limited | 0.02% | 0.11% |
| UPL Limited | 0.36% | 0.01% |
| GMR Airports Limited | 0.13% | 0.01% |
| United Spirits Limited | 0.04% | 0.01% |
| KPIT Technologies Limited | 0.01% | 0.04% |
| Oberoi Realty Limited | 0.01% | 0.01% |
| NBCC (India) Limited | 0.01% | 0.08% |
| Supreme Industries Limited | 0.01% | 0.30% |
| Titan Company Limited | 0.01% | 0.13% |
| UNO Minda Limited | 0.01% | 0.01% |
| HCL Technologies Limited | 0.01% | 0.17% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 48.9% means 48.9% 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% |
| Max Financial Services Limited | 0.89% |
| DLF Limited | 0.55% |
Largest holdings only in Nippon India Arbitrage Fund
| Security | % of fund |
|---|---|
| Nippon India Money Market Fund Dir Pl-Growth-Gr Op | 15.46% |
| Nippon India Ultra Short Term Fund- Dr Gr Op | 8.14% |
| Small Industries Dev Bank of India | 1.14% |
| National Bank For Agriculture and Rural Development | 0.84% |
| HDFC Bank Limited | 0.66% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Bandhan Arbitrage | Nippon India Arbitrage |
|---|---|---|
| Equity | 72.8% | 68.0% |
| Debt | 0.1% | 4.4% |
| Cash and others | 27.1% | 27.6% |
Market cap of stocks
| Market cap | Bandhan Arbitrage | Nippon India Arbitrage |
|---|---|---|
| Large Cap | 53.8% | 51.7% |
| Mid Cap | 15.5% | 13.7% |
| 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 | Nippon India Arbitrage |
|---|---|---|
| Banks | 19.2% | 20.1% |
| Petroleum Products | 3.0% | 5.3% |
| Telecom - Services | 5.3% | 2.9% |
| Finance | 4.3% | 5.2% |
| Ferrous Metals | 3.7% | 4.3% |
| Automobiles | 1.2% | 3.7% |
| Pharmaceuticals & Biotechnology | 3.6% | 3.0% |
| Insurance | 3.1% | 1.2% |
The six largest sectors of each fund's stocks, % of the fund.
Bandhan Arbitrage vs Nippon India Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Bandhan Arbitrage Fund | Nippon India Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.63% | 1.35% |
| Base expense ratio (Direct) | 0.29% | 0.31% |
| Total expense ratio (Regular) | 2.35% | 2.04% |
| Base expense ratio (Regular) | 0.91% | 0.90% |
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 Nippon India Arbitrage Fund: Frequently Asked Questions
What is the difference between Bandhan Arbitrage Fund and Nippon India Arbitrage Fund?
Both are Arbitrage funds, run by Bandhan Mutual Fund and Nippon India Mutual Fund. Their portfolios overlap 48.9%. Bandhan Arbitrage Fund charges 1.63% a year and Nippon India Arbitrage Fund 1.35%.
Which has given higher returns, Bandhan Arbitrage Fund or Nippon India Arbitrage Fund?
Over 1 year: Bandhan Arbitrage Fund +6.48%, Nippon India Arbitrage Fund +6.71%. Over 3 years: Bandhan Arbitrage Fund +7.27% a year, Nippon India Arbitrage Fund +7.28% a year. Over 5 years: Bandhan Arbitrage Fund +6.78% a year, Nippon India Arbitrage Fund +6.83% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Bandhan Arbitrage Fund or Nippon India Arbitrage Fund?
Nippon India Arbitrage Fund charges less: 1.35% a year against 1.63%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Bandhan Arbitrage Fund and Nippon India Arbitrage Fund overlap?
48.9%. They hold 136 of the same securities, the largest shared ones being HDFCBANK, AXISBANK, ICICIBANK. From each fund's latest monthly portfolio.
Which is better for SIP, Bandhan Arbitrage Fund or Nippon India 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 ₹7,31,798 in Nippon India Arbitrage Fund (XIRR 7.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Bandhan Arbitrage Fund and Nippon India Arbitrage Fund?
Yes. 48.9% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
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.