Bandhan Arbitrage Fund vs SBI Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Bandhan Arbitrage Fund and SBI Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Bandhan Arbitrage Fund (Direct) returned 7.3% a year and SBI Arbitrage Fund (Direct) returned 7.2% a year. Bandhan Arbitrage Fund charges 1.63% a year and SBI Arbitrage Fund 1.47% (Direct plans). Their portfolios overlap 52.4%: they hold 149 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 SBI Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- SBI Arbitrage returned more over 5 years: 6.8% a year against 6.8%.
- Bandhan Arbitrage returned more over 3 years: 7.3% a year against 7.2%.
- SBI Arbitrage costs less: 1.47% 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%.
- SBI Arbitrage fell less in its worst fall since 17-01-2013: −0.7% against −0.8%.
- SBI Arbitrage is the larger fund: ₹46,309 Cr against ₹7,796 Cr.
- Their portfolios overlap 52.4%: 149 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 | SBI Arbitrage Fund |
|---|---|---|
| Fund house | Bandhan Mutual Fund | SBI Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹7,796 Cr (31-08-2026) | ₹46,309 Cr (30-09-2026) |
| NAV | ₹38.12 (Direct) | ₹39.08 (Direct) |
| Expense ratio (Direct) | 1.63% | 1.47% |
| Expense ratio (Regular) | 2.35% | 1.99% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 21-12-2006 | 03-11-2006 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Kapil Kankonkar, Harshal Joshi, Ritika Behera, Gaurav Satra, Brijesh Shah | Neeraj Kumar - Equity, Ardhendu Bhattacharya |
| 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 15 Days. |
Bandhan Arbitrage vs SBI 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% |
| SBI Arbitrage Fund (Direct) | +0.56% | +1.53% | +3.22% | +6.59% | +7.24% | +6.83% | +6.24% |
| 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 SBI Arbitrage: Year-wise Returns
| Year | BandhanBandhan Arbitrage | SBISBI Arbitrage |
|---|---|---|
| 2026to date | +5.28% | +5.39% |
| 2025 | +7.02% | +7.05% |
| 2024 | +8.31% | +8.11% |
| 2023 | +7.86% | +7.98% |
| 2022 | +4.83% | +5.09% |
| 2021 | +4.24% | +4.43% |
Bandhan Arbitrage vs SBI 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)
SBI 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% |
| SBI Arbitrage | 0.0 | 14.5 | 85.5 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5% | 6.6% | 4.3% | 8.8% |
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 SBI 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% |
| SBI ArbitrageSBI Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,50,956 | ₹9,90,956 | 6.5% |
Bandhan ArbitrageBandhan Arbitrage Fund (Direct)
SBI ArbitrageSBI 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 SBI 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) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.48% | +6.59% |
| Standard deviation | 1.33% | 1.46% |
| Sharpe ratio | 0.93 | 0.92 |
| Sortino ratio | 1.41 | 1.41 |
| 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) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.27% | +7.24% |
| Standard deviation | 1.06% | 1.12% |
| Sharpe ratio | 1.17 | 1.09 |
| Sortino ratio | 1.80 | 1.66 |
| 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) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.78% | +6.83% |
| Standard deviation | 0.98% | 1.03% |
| Sharpe ratio | 1.01 | 1.01 |
| Sortino ratio | 1.53 | 1.53 |
| 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) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.91% | +6.84% |
| Standard deviation | 0.99% | 1.07% |
| Sharpe ratio | 0.88 | 0.74 |
| Sortino ratio | 1.31 | 1.11 |
| Maximum drawdown | −0.8% (25-03-2020) | −0.7% (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)
SBI 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% |
| SBI Arbitrage Fund (Direct) | −0.7% | 16-03-2020 | 25-03-2020 | 15-04-2020 | 21 days | −0.1% |
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)
SBI 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)
SBI 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)
SBI Arbitrage Fund (Direct)
Bandhan Arbitrage vs SBI Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Bandhan Arbitrage Fund, August 2026; SBI Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 52.4%
- Held by both
- 149
- Only in Bandhan Arbitrage
- 9
- Only in SBI Arbitrage
- 47
| Security | % of Bandhan Arbitrage | % of SBI Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.76% | 4.92% |
| Axis Bank Limited | 2.41% | 2.31% |
| ICICI Bank Limited | 2.30% | 2.75% |
| Reliance Industries Limited | 2.11% | 5.58% |
| State Bank of India | 1.66% | 3.68% |
| Bharti Airtel Limited | 1.63% | 2.39% |
| Adani Enterprises Limited | 1.46% | 1.41% |
| JSW Steel Limited | 1.18% | 1.58% |
| Vodafone Idea Limited | 2.94% | 1.10% |
| Tata Steel Limited | 0.91% | 1.59% |
| Coal India Limited | 0.91% | 0.90% |
| Canara Bank | 1.31% | 0.89% |
| Larsen & Toubro Limited | 1.55% | 0.87% |
| Kotak Mahindra Bank Limited | 1.72% | 0.85% |
| Punjab National Bank | 1.10% | 0.78% |
| Jio Financial Services Limited | 1.43% | 0.77% |
| Bharat Heavy Electricals Limited | 1.09% | 0.72% |
| Samvardhana Motherson International Limited | 0.71% | 0.71% |
| The Indian Hotels Company Limited | 0.72% | 0.70% |
| IDFC First Bank Limited | 0.69% | 0.73% |
| Adani Power Limited | 0.66% | 1.03% |
| Adani Energy Solutions Limited | 0.66% | 0.81% |
| Tech Mahindra Limited | 0.67% | 0.64% |
| Varun Beverages Limited | 0.62% | 0.76% |
| Indus Towers Limited | 0.71% | 0.61% |
| Bharat Electronics Limited | 0.60% | 1.36% |
| Ambuja Cements Limited | 0.59% | 0.59% |
| Hindustan Unilever Limited | 0.79% | 0.56% |
| Bank of Baroda | 0.56% | 0.78% |
| Hindalco Industries Limited | 0.53% | 0.54% |
| Divi's Laboratories Limited | 0.53% | 1.09% |
| Hindustan Aeronautics Limited | 0.49% | 1.16% |
| Indian Oil Corporation Limited | 0.49% | 0.56% |
| Glenmark Pharmaceuticals Limited | 1.11% | 0.48% |
| Steel Authority of India Limited | 1.03% | 0.46% |
| Adani Ports and Special Economic Zone Limited | 1.02% | 0.46% |
| Manappuram Finance Limited | 0.46% | 0.45% |
| The Federal Bank Limited | 0.45% | 0.74% |
| Kalyan Jewellers India Limited | 0.43% | 0.46% |
| NMDC Limited | 0.50% | 0.42% |
| Cummins India Limited | 0.68% | 0.41% |
| Life Insurance Corporation Of India | 1.07% | 0.38% |
| APL Apollo Tubes Limited | 0.56% | 0.38% |
| ITC Limited | 0.38% | 0.93% |
| NTPC Limited | 0.38% | 0.55% |
| Union Bank of India | 0.59% | 0.37% |
| Biocon Limited | 0.52% | 0.37% |
| Tata Power Company Limited | 0.37% | 0.64% |
| HDFC Asset Management Company Limited | 0.77% | 0.36% |
| Infosys Limited | 0.34% | 0.59% |
| Eicher Motors Limited | 0.34% | 0.35% |
| Adani Green Energy Limited | 0.34% | 0.99% |
| Cholamandalam Investment and Finance Company Ltd | 0.33% | 0.49% |
| Crompton Greaves Consumer Electricals Limited | 0.66% | 0.32% |
| Torrent Pharmaceuticals Limited | 0.58% | 0.32% |
| Bajaj Finance Limited | 0.30% | 1.57% |
| Hitachi Energy India Limited | 0.53% | 0.27% |
| Tata Motors Passenger Vehicles Limited | 0.26% | 0.52% |
| Godrej Properties Limited | 0.27% | 0.24% |
| Apollo Hospitals Enterprise Limited | 0.23% | 0.27% |
| Maruti Suzuki India Limited | 0.23% | 0.60% |
| Bank of India | 0.46% | 0.22% |
| Sun Pharmaceutical Industries Limited | 0.28% | 0.22% |
| Tata Consumer Products Limited | 0.22% | 0.62% |
| AU Small Finance Bank Limited | 0.53% | 0.21% |
| One 97 Communications Limited | 0.24% | 0.21% |
| Patanjali Foods Limited | 0.22% | 0.21% |
| Tata Consultancy Services Limited | 0.38% | 0.20% |
| Power Finance Corporation Limited | 0.20% | 0.88% |
| HDFC Life Insurance Company Limited | 0.83% | 0.19% |
| SRF Limited | 0.28% | 0.19% |
| Dabur India Limited | 0.33% | 0.18% |
| UltraTech Cement Limited | 0.18% | 0.42% |
| GE Vernova T&D India Limited | 0.39% | 0.17% |
| Hindustan Zinc Limited | 0.28% | 0.17% |
| Muthoot Finance Limited | 0.74% | 0.16% |
| Jindal Steel Limited | 0.61% | 0.16% |
| Fortis Healthcare Limited | 0.51% | 0.16% |
| Multi Commodity Exchange of India Limited | 0.16% | 0.41% |
| Container Corporation of India Limited | 0.43% | 0.15% |
| Suzlon Energy Limited | 0.26% | 0.15% |
| Ashok Leyland Limited | 0.54% | 0.14% |
| Central Depository Services (India) Limited | 0.30% | 0.14% |
| Aditya Birla Capital Limited | 0.13% | 0.31% |
| GMR Airports Limited | 0.13% | 0.40% |
| LIC Housing Finance Limited | 0.52% | 0.12% |
| Bharat Forge Limited | 0.33% | 0.11% |
| ICICI Lombard General Insurance Company Limited | 0.25% | 0.11% |
| Delhivery Limited | 0.14% | 0.11% |
| Vedanta Limited | 0.11% | 0.11% |
| Solar Industries India Limited | 0.11% | 0.38% |
| Lupin Limited | 0.33% | 0.10% |
| RBL Bank Limited | 0.10% | 0.14% |
| Max Financial Services Limited | 0.89% | 0.09% |
| Bharat Petroleum Corporation Limited | 0.38% | 0.09% |
| Marico Limited | 0.36% | 0.09% |
| UPL Limited | 0.36% | 0.09% |
| Inox Wind Limited | 0.23% | 0.09% |
| Alkem Laboratories Limited | 0.10% | 0.09% |
| Voltas Limited | 0.09% | 0.09% |
| JSW Energy Limited | 0.08% | 0.14% |
| Amber Enterprises India Limited | 0.22% | 0.07% |
| Godrej Consumer Products Limited | 0.07% | 0.14% |
| Hero MotoCorp Limited | 0.28% | 0.06% |
| Tube Investments of India Limited | 0.09% | 0.06% |
| Mahindra & Mahindra Limited | 0.06% | 0.44% |
| SBI Life Insurance Company Limited | 0.06% | 0.07% |
| GAIL (India) Limited | 0.06% | 0.06% |
| The Phoenix Mills Limited | 0.06% | 0.09% |
| Aurobindo Pharma Limited | 0.06% | 0.34% |
| Bajaj Finserv Limited | 0.06% | 0.08% |
| DLF Limited | 0.55% | 0.05% |
| Indian Energy Exchange Limited | 0.43% | 0.05% |
| Asian Paints Limited | 0.05% | 0.09% |
| Cipla Limited | 0.05% | 0.13% |
| National Aluminium Company Limited | 0.05% | 0.09% |
| Oil & Natural Gas Corporation Limited | 0.05% | 0.14% |
| PG Electroplast Limited | 0.16% | 0.04% |
| Colgate Palmolive (India) Limited | 0.08% | 0.04% |
| Bosch Limited | 0.04% | 0.06% |
| Polycab India Limited | 0.04% | 0.09% |
| TVS Motor Company Limited | 0.04% | 0.17% |
| United Spirits Limited | 0.04% | 0.06% |
| Grasim Industries Limited | 0.37% | 0.03% |
| Mankind Pharma Limited | 0.05% | 0.03% |
| Hindustan Petroleum Corporation Limited | 0.03% | 0.12% |
| PB Fintech Limited | 0.03% | 0.07% |
| PNB Housing Finance Limited | 0.03% | 0.12% |
| Coforge Limited | 0.03% | 0.32% |
| Shriram Finance Limited | 0.03% | 0.45% |
| ICICI Prudential Life Insurance Company Limited | 0.03% | 0.04% |
| Sagility Limited | 0.09% | 0.02% |
| Computer Age Management Services Limited | 0.07% | 0.02% |
| Pidilite Industries Limited | 0.06% | 0.02% |
| Zydus Lifesciences Limited | 0.03% | 0.02% |
| Bajaj Holdings & Investment Limited | 0.02% | 0.06% |
| 360 One WAM Limited | 0.02% | 0.05% |
| Info Edge (India) Limited | 0.02% | 0.39% |
| Power Grid Corporation of India Limited | 0.02% | 0.13% |
| Bajaj Auto Limited | 0.02% | 0.27% |
| Mazagon Dock Shipbuilders Limited | 0.15% | 0.01% |
| Max Healthcare Institute Limited | 0.03% | 0.01% |
| KPIT Technologies Limited | 0.01% | 0.03% |
| Oberoi Realty Limited | 0.01% | 0.07% |
| NBCC (India) Limited | 0.01% | 0.17% |
| ABB India Limited | 0.01% | 0.04% |
| Supreme Industries Limited | 0.01% | 0.08% |
| Titan Company Limited | 0.01% | 0.32% |
| HCL Technologies Limited | 0.01% | 0.27% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 52.4% means 52.4% 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% |
| Yes Bank Limited | 0.47% |
| Cochin Shipyard Limited | 0.16% |
Largest holdings only in SBI Arbitrage Fund
| Security | % of fund |
|---|---|
| SBI Liquid Fund - DIRECT PLAN -Growth Option | 7.25% |
| SBI Money Market Fund - Direct Plan - Growth Option | 7.06% |
| HDFC Bank Ltd. | 2.54% |
| Bank of Baroda | 1.06% |
| Union Bank of India | 1.06% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Bandhan Arbitrage | SBI Arbitrage |
|---|---|---|
| Equity | 72.8% | 77.2% |
| Debt | 0.1% | 6.5% |
| Cash and others | 27.1% | 16.4% |
Market cap of stocks
| Market cap | Bandhan Arbitrage | SBI Arbitrage |
|---|---|---|
| Large Cap | 53.8% | 61.8% |
| Mid Cap | 15.5% | 13.2% |
| Small Cap | 3.4% | 2.1% |
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 | SBI Arbitrage |
|---|---|---|
| Banks | 19.2% | 20.0% |
| Petroleum Products | 3.0% | 6.3% |
| Finance | 4.3% | 5.7% |
| Telecom - Services | 5.3% | 4.1% |
| Power | 2.5% | 4.3% |
| Ferrous Metals | 3.7% | 3.8% |
| Pharmaceuticals & Biotechnology | 3.6% | 3.4% |
| Insurance | 3.1% | 0.9% |
The six largest sectors of each fund's stocks, % of the fund.
Bandhan Arbitrage vs SBI Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Bandhan Arbitrage Fund | SBI Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.63% | 1.47% |
| Base expense ratio (Direct) | 0.29% | 0.34% |
| Total expense ratio (Regular) | 2.35% | 1.99% |
| Base expense ratio (Regular) | 0.91% | 0.78% |
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 SBI Arbitrage Fund: Frequently Asked Questions
What is the difference between Bandhan Arbitrage Fund and SBI Arbitrage Fund?
Both are Arbitrage funds, run by Bandhan Mutual Fund and SBI Mutual Fund. Their portfolios overlap 52.4%. Bandhan Arbitrage Fund charges 1.63% a year and SBI Arbitrage Fund 1.47%.
Which has given higher returns, Bandhan Arbitrage Fund or SBI Arbitrage Fund?
Over 1 year: Bandhan Arbitrage Fund +6.48%, SBI Arbitrage Fund +6.59%. Over 3 years: Bandhan Arbitrage Fund +7.27% a year, SBI Arbitrage Fund +7.24% a year. Over 5 years: Bandhan Arbitrage Fund +6.78% a year, SBI 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 SBI Arbitrage Fund?
SBI Arbitrage Fund charges less: 1.47% a year against 1.63%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Bandhan Arbitrage Fund and SBI Arbitrage Fund overlap?
52.4%. They hold 149 of the same securities, the largest shared ones being HDFCBANK, AXISBANK, ICICIBANK. From each fund's latest monthly portfolio.
Which is riskier, Bandhan Arbitrage Fund or SBI Arbitrage Fund?
On SEBI's riskometer, Bandhan Arbitrage Fund is rated Low and SBI Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.06% and 1.12% a year.
Which is better for SIP, Bandhan Arbitrage Fund or SBI 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 ₹7,31,848 in SBI 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 SBI Arbitrage Fund?
Yes. 52.4% 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 SBI Arbitrage Fund?
Bandhan Arbitrage Fund: Kapil Kankonkar, Harshal Joshi, Ritika Behera, Gaurav Satra, Brijesh Shah. SBI Arbitrage Fund: Neeraj Kumar - Equity, Ardhendu Bhattacharya.
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.