Bandhan Arbitrage Fund vs Tata Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Bandhan Arbitrage Fund and Tata Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Bandhan Arbitrage Fund (Direct) returned 7.3% a year and Tata Arbitrage Fund (Direct) returned 7.4% a year. Bandhan Arbitrage Fund charges 1.63% a year and Tata Arbitrage Fund 1.57% (Direct plans). Their portfolios overlap 47.1%: they hold 128 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 Tata Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Tata Arbitrage returned more over 5 years: 6.9% a year against 6.8%.
- Tata Arbitrage returned more over 3 years: 7.4% a year against 7.3%.
- Tata Arbitrage costs less: 1.57% a year against 1.63% (Direct plans).
- Tata Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- Tata Arbitrage fell less in its worst fall since 19-12-2018: −0.6% against −0.8%.
- Tata Arbitrage is the larger fund: ₹24,539 Cr against ₹7,796 Cr.
- Their portfolios overlap 47.1%: 128 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 | Tata Arbitrage Fund |
|---|---|---|
| Fund house | Bandhan Mutual Fund | Tata Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹7,796 Cr (31-08-2026) | ₹24,539 Cr (30-09-2026) |
| NAV | ₹38.12 (Direct) | ₹16.46 (Direct) |
| Expense ratio (Direct) | 1.63% | 1.57% |
| Expense ratio (Regular) | 2.35% | 2.25% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 21-12-2006 | 18-12-2018 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Kapil Kankonkar, Harshal Joshi, Ritika Behera, Gaurav Satra, Brijesh Shah | Sailesh Jain |
| 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 Tata 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% |
| Tata Arbitrage Fund (Direct) | +0.50% | +1.52% | +3.24% | +6.77% | +7.43% | +6.90% | -- |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | -- |
Category average: the average of the 39 Arbitrage funds, same plan type.
Bandhan Arbitrage vs Tata Arbitrage: Year-wise Returns
| Year | BandhanBandhan Arbitrage | TataTata Arbitrage |
|---|---|---|
| 2026to date | +5.28% | +5.46% |
| 2025 | +7.02% | +7.26% |
| 2024 | +8.31% | +8.36% |
| 2023 | +7.86% | +7.93% |
| 2022 | +4.83% | +4.86% |
| 2021 | +4.24% | +4.54% |
Bandhan Arbitrage vs Tata Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,207 of them, one for each trading day from 20-12-2021 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)
Tata Arbitrage Fund (Direct)
to
May 2022Mar 2020
to
Mar 2023Jan 2021
to
Jan 2024Nov 2021
to
Nov 2024Aug 2022
to
Aug 2025Jun 2023
to
Jun 2026
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 | 25.3 | 74.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.2% | 6.3% | 4.4% | 7.8% |
| Tata Arbitrage | 0.0 | 5.5 | 94.5 | 0.0 | 0.0 | 0.0 | 0.0 | 6.4% | 6.3% | 4.8% | 7.9% |
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 19-12-2018. Past returns do not promise future returns.
Bandhan Arbitrage vs Tata 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 03-12-2018 to 30-10-2026: 95 instalments, ₹9,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Bandhan ArbitrageBandhan Arbitrage Fund (Direct) | ₹9,50,000 | ₹12,38,119 | ₹2,88,119 | 6.6% |
| Tata ArbitrageTata Arbitrage Fund (Direct) | ₹9,50,000 | ₹12,48,492 | ₹2,98,492 | 6.8% |
Bandhan ArbitrageBandhan Arbitrage Fund (Direct)
Tata ArbitrageTata 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 Tata 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) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.48% | +6.77% |
| Standard deviation | 1.33% | 1.26% |
| Sharpe ratio | 0.93 | 1.21 |
| Sortino ratio | 1.41 | 1.89 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (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) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.27% | +7.43% |
| Standard deviation | 1.06% | 1.02% |
| Sharpe ratio | 1.17 | 1.39 |
| Sortino ratio | 1.80 | 2.16 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (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) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.78% | +6.90% |
| Standard deviation | 0.98% | 0.94% |
| Sharpe ratio | 1.01 | 1.17 |
| Sortino ratio | 1.53 | 1.80 |
| Maximum drawdown | −0.4% (06-08-2026) | −0.4% (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) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.91% | +6.55% |
| Standard deviation | 0.99% | 1.01% |
| Sharpe ratio | 0.88 | 1.32 |
| Sortino ratio | 1.31 | 2.01 |
| 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)
Tata 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% |
| Tata Arbitrage Fund (Direct) | −0.6% | 29-05-2020 | 03-06-2020 | 24-07-2020 | 51 days | −0.0% |
From daily values since 19-12-2018, 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)
Tata 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)
Tata 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)
Tata Arbitrage Fund (Direct)
Bandhan Arbitrage vs Tata Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Bandhan Arbitrage Fund, August 2026; Tata Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 47.1%
- Held by both
- 128
- Only in Bandhan Arbitrage
- 30
- Only in Tata Arbitrage
- 53
| Security | % of Bandhan Arbitrage | % of Tata Arbitrage |
|---|---|---|
| HDFC Bank Limited | 4.76% | 7.89% |
| Axis Bank Limited | 2.41% | 2.36% |
| ICICI Bank Limited | 2.30% | 4.34% |
| Reliance Industries Limited | 2.11% | 4.28% |
| Vodafone Idea Limited | 2.94% | 1.50% |
| Bharti Airtel Limited | 1.63% | 1.27% |
| State Bank of India | 1.66% | 1.21% |
| Jio Financial Services Limited | 1.43% | 1.20% |
| Canara Bank | 1.31% | 1.09% |
| Steel Authority of India Limited | 1.03% | 1.31% |
| Coal India Limited | 0.91% | 1.00% |
| Bharat Heavy Electricals Limited | 1.09% | 0.90% |
| JSW Steel Limited | 1.18% | 0.84% |
| Hindustan Unilever Limited | 0.79% | 0.83% |
| Tata Steel Limited | 0.91% | 0.74% |
| Indus Towers Limited | 0.71% | 1.21% |
| IDFC First Bank Limited | 0.69% | 0.75% |
| Cummins India Limited | 0.68% | 0.91% |
| Adani Power Limited | 0.66% | 1.11% |
| Adani Energy Solutions Limited | 0.66% | 0.85% |
| Varun Beverages Limited | 0.62% | 0.85% |
| Kotak Mahindra Bank Limited | 1.72% | 0.60% |
| Bharat Electronics Limited | 0.60% | 0.68% |
| Adani Enterprises Limited | 1.46% | 0.59% |
| Ambuja Cements Limited | 0.59% | 0.57% |
| HDFC Life Insurance Company Limited | 0.83% | 0.56% |
| HDFC Asset Management Company Limited | 0.77% | 0.56% |
| APL Apollo Tubes Limited | 0.56% | 0.53% |
| Hindalco Industries Limited | 0.53% | 1.08% |
| Divi's Laboratories Limited | 0.53% | 0.92% |
| NMDC Limited | 0.50% | 0.74% |
| Hindustan Aeronautics Limited | 0.49% | 0.61% |
| Indian Oil Corporation Limited | 0.49% | 0.74% |
| Biocon Limited | 0.52% | 0.47% |
| Punjab National Bank | 1.10% | 0.46% |
| Manappuram Finance Limited | 0.46% | 0.70% |
| Glenmark Pharmaceuticals Limited | 1.11% | 0.43% |
| Life Insurance Corporation Of India | 1.07% | 0.42% |
| Bank of Baroda | 0.56% | 0.40% |
| Yes Bank Limited | 0.47% | 0.40% |
| Crompton Greaves Consumer Electricals Limited | 0.66% | 0.39% |
| NTPC Limited | 0.38% | 0.50% |
| The Indian Hotels Company Limited | 0.72% | 0.36% |
| Tata Power Company Limited | 0.37% | 0.36% |
| Adani Green Energy Limited | 0.34% | 0.87% |
| The Federal Bank Limited | 0.45% | 0.33% |
| Ashok Leyland Limited | 0.54% | 0.31% |
| Kalyan Jewellers India Limited | 0.43% | 0.30% |
| LIC Housing Finance Limited | 0.52% | 0.29% |
| Infosys Limited | 0.34% | 0.28% |
| Bajaj Finance Limited | 0.30% | 0.27% |
| Godrej Properties Limited | 0.27% | 0.49% |
| ITC Limited | 0.38% | 0.26% |
| Tata Motors Passenger Vehicles Limited | 0.26% | 0.67% |
| Container Corporation of India Limited | 0.43% | 0.25% |
| Marico Limited | 0.36% | 0.25% |
| ICICI Lombard General Insurance Company Limited | 0.25% | 0.28% |
| Bank of India | 0.46% | 0.24% |
| Samvardhana Motherson International Limited | 0.71% | 0.22% |
| Patanjali Foods Limited | 0.22% | 0.22% |
| Power Finance Corporation Limited | 0.20% | 0.62% |
| Union Bank of India | 0.59% | 0.19% |
| Indian Energy Exchange Limited | 0.43% | 0.19% |
| GE Vernova T&D India Limited | 0.39% | 0.19% |
| Apollo Hospitals Enterprise Limited | 0.23% | 0.19% |
| Muthoot Finance Limited | 0.74% | 0.18% |
| Torrent Pharmaceuticals Limited | 0.58% | 0.17% |
| Max Financial Services Limited | 0.89% | 0.16% |
| Jindal Steel Limited | 0.61% | 0.16% |
| Bharat Petroleum Corporation Limited | 0.38% | 0.16% |
| Multi Commodity Exchange of India Limited | 0.16% | 0.43% |
| GMR Airports Limited | 0.13% | 0.14% |
| Tech Mahindra Limited | 0.67% | 0.12% |
| Lupin Limited | 0.33% | 0.12% |
| Fortis Healthcare Limited | 0.51% | 0.11% |
| Bharat Forge Limited | 0.33% | 0.10% |
| Suzlon Energy Limited | 0.26% | 0.10% |
| Cholamandalam Investment and Finance Company Ltd | 0.33% | 0.09% |
| Tata Consumer Products Limited | 0.22% | 0.09% |
| UltraTech Cement Limited | 0.18% | 0.09% |
| Tube Investments of India Limited | 0.09% | 0.09% |
| Maruti Suzuki India Limited | 0.23% | 0.08% |
| PG Electroplast Limited | 0.16% | 0.08% |
| Aditya Birla Capital Limited | 0.13% | 0.08% |
| JSW Energy Limited | 0.08% | 0.40% |
| AU Small Finance Bank Limited | 0.53% | 0.07% |
| Larsen & Toubro Limited | 1.55% | 0.06% |
| Mahindra & Mahindra Limited | 0.06% | 0.15% |
| The Phoenix Mills Limited | 0.06% | 0.06% |
| Aurobindo Pharma Limited | 0.06% | 0.30% |
| Bajaj Finserv Limited | 0.06% | 0.08% |
| Central Depository Services (India) Limited | 0.30% | 0.05% |
| Delhivery Limited | 0.14% | 0.05% |
| Solar Industries India Limited | 0.11% | 0.05% |
| RBL Bank Limited | 0.10% | 0.05% |
| Computer Age Management Services Limited | 0.07% | 0.05% |
| Asian Paints Limited | 0.05% | 0.06% |
| Cipla Limited | 0.05% | 0.05% |
| Oil & Natural Gas Corporation Limited | 0.05% | 0.17% |
| Hindustan Zinc Limited | 0.28% | 0.04% |
| National Aluminium Company Limited | 0.05% | 0.04% |
| TVS Motor Company Limited | 0.04% | 0.63% |
| DLF Limited | 0.55% | 0.03% |
| Dabur India Limited | 0.33% | 0.03% |
| PB Fintech Limited | 0.03% | 0.11% |
| Coforge Limited | 0.03% | 0.58% |
| Shriram Finance Limited | 0.03% | 0.19% |
| Eicher Motors Limited | 0.34% | 0.02% |
| Mazagon Dock Shipbuilders Limited | 0.15% | 0.02% |
| Vedanta Limited | 0.11% | 0.02% |
| Godrej Consumer Products Limited | 0.07% | 0.02% |
| GAIL (India) Limited | 0.06% | 0.02% |
| Pidilite Industries Limited | 0.06% | 0.02% |
| Bosch Limited | 0.04% | 0.02% |
| Hindustan Petroleum Corporation Limited | 0.03% | 0.02% |
| PNB Housing Finance Limited | 0.03% | 0.02% |
| Bajaj Holdings & Investment Limited | 0.02% | 0.02% |
| Info Edge (India) Limited | 0.02% | 0.31% |
| Tata Consultancy Services Limited | 0.38% | 0.01% |
| Grasim Industries Limited | 0.37% | 0.01% |
| Sun Pharmaceutical Industries Limited | 0.28% | 0.01% |
| One 97 Communications Limited | 0.24% | 0.01% |
| Sagility Limited | 0.09% | 0.01% |
| Max Healthcare Institute Limited | 0.03% | 0.01% |
| NBCC (India) Limited | 0.01% | 0.16% |
| Supreme Industries Limited | 0.01% | 0.09% |
| Titan Company Limited | 0.01% | 0.02% |
| HCL Technologies Limited | 0.01% | 0.01% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 47.1% means 47.1% 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% |
| Adani Ports and Special Economic Zone Limited | 1.02% |
| Hitachi Energy India Limited | 0.53% |
Largest holdings only in Tata Arbitrage Fund
| Security | % of fund |
|---|---|
| TATA MONEY MARKET FUND | 12.05% |
| ** - SMALL INDUST DEVLOP BANK OF INDIA - CD - 23/10/2026 | 2.03% |
| ** - NABARD - CD - 28/01/2027 | 1.49% |
| ** - NATIONAL BANK FOR FINANCING INFRASTRUCTURE AND DEVELOPMENT - CD - 12/03/2027 | 1.38% |
| ** - SMALL INDUST DEVLOP BANK OF INDIA - CD - 25/03/2027 | 1.38% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Bandhan Arbitrage | Tata Arbitrage |
|---|---|---|
| Equity | 72.8% | 64.8% |
| Debt | 0.1% | 21.7% |
| Cash and others | 27.1% | 13.5% |
Market cap of stocks
| Market cap | Bandhan Arbitrage | Tata Arbitrage |
|---|---|---|
| Large Cap | 53.8% | 50.0% |
| Mid Cap | 15.5% | 12.1% |
| Small Cap | 3.4% | 2.7% |
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 | Tata Arbitrage |
|---|---|---|
| Banks | 19.2% | 21.6% |
| Telecom - Services | 5.3% | 4.0% |
| Petroleum Products | 3.0% | 5.2% |
| Finance | 4.3% | 3.7% |
| Power | 2.5% | 4.1% |
| Ferrous Metals | 3.7% | 3.0% |
| Pharmaceuticals & Biotechnology | 3.6% | 2.5% |
| Insurance | 3.1% | 1.4% |
The six largest sectors of each fund's stocks, % of the fund.
Bandhan Arbitrage vs Tata Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Bandhan Arbitrage Fund | Tata Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.63% | 1.57% |
| Base expense ratio (Direct) | 0.29% | 0.26% |
| Total expense ratio (Regular) | 2.35% | 2.25% |
| Base expense ratio (Regular) | 0.91% | 0.91% |
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 Tata Arbitrage Fund: Frequently Asked Questions
What is the difference between Bandhan Arbitrage Fund and Tata Arbitrage Fund?
Both are Arbitrage funds, run by Bandhan Mutual Fund and Tata Mutual Fund. Their portfolios overlap 47.1%. Bandhan Arbitrage Fund charges 1.63% a year and Tata Arbitrage Fund 1.57%.
Which has given higher returns, Bandhan Arbitrage Fund or Tata Arbitrage Fund?
Over 1 year: Bandhan Arbitrage Fund +6.48%, Tata Arbitrage Fund +6.77%. Over 3 years: Bandhan Arbitrage Fund +7.27% a year, Tata Arbitrage Fund +7.43% a year. Over 5 years: Bandhan Arbitrage Fund +6.78% a year, Tata Arbitrage Fund +6.90% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Bandhan Arbitrage Fund or Tata Arbitrage Fund?
Tata Arbitrage Fund charges less: 1.57% a year against 1.63%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Bandhan Arbitrage Fund and Tata Arbitrage Fund overlap?
47.1%. They hold 128 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 Tata Arbitrage Fund?
On SEBI's riskometer, Bandhan Arbitrage Fund is rated Low and Tata Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.06% and 1.02% a year.
Which is better for SIP, Bandhan Arbitrage Fund or Tata 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 ₹7,34,060 in Tata 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 Tata Arbitrage Fund?
Yes. 47.1% 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 Tata Arbitrage Fund?
Bandhan Arbitrage Fund: Kapil Kankonkar, Harshal Joshi, Ritika Behera, Gaurav Satra, Brijesh Shah. Tata Arbitrage Fund: Sailesh Jain.
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.