HDFC Arbitrage Fund vs Tata Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
HDFC Arbitrage Fund and Tata Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, HDFC Arbitrage Fund (Direct) returned 7.3% a year and Tata Arbitrage Fund (Direct) returned 7.4% a year. HDFC Arbitrage Fund charges 1.48% a year and Tata Arbitrage Fund 1.57% (Direct plans). Their portfolios overlap 45.8%: they hold 128 of the same securities.
Which is better, HDFC 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 6.7%.
- Tata Arbitrage returned more over 3 years: 7.4% a year against 7.3%.
- HDFC Arbitrage costs less: 1.48% a year against 1.57% (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 −0.7%.
- HDFC Arbitrage is the larger fund: ₹25,407 Cr against ₹24,539 Cr.
- Their portfolios overlap 45.8%: 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 | HDFC Arbitrage Fund | Tata Arbitrage Fund |
|---|---|---|
| Fund house | HDFC Mutual Fund | Tata Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹25,407 Cr (30-09-2026) | ₹24,539 Cr (30-09-2026) |
| NAV | ₹21.93 (Direct) | ₹16.46 (Direct) |
| Expense ratio (Direct) | 1.48% | 1.57% |
| Expense ratio (Regular) | 2.02% | 2.25% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage TRI | Nifty 50 Arbitrage Index |
| Launch date | 23-10-2007 | 18-12-2018 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Nandita Menezes, Arun Agarwal, Anil Bamboli, Gopal Agrawal | Sailesh Jain |
| Exit load | • In respect of each purchase / switch-in of Units, an Exit load of 0.25% is payable if Units are redeemed / switched-out within 15 days from the date of allotment of units. • No Exit Load is payable if Units are redeemed/switched-out after 15 days from the date of allotment. | Exit load of 0.25%, if redeemed within 15 days. |
HDFC 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 |
|---|---|---|---|---|---|---|---|
| HDFC Arbitrage Fund (Direct) | +0.55% | +1.55% | +3.25% | +6.66% | +7.26% | +6.73% | +6.13% |
| 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.
HDFC Arbitrage vs Tata Arbitrage: Year-wise Returns
| Year | HDFCHDFC Arbitrage | TataTata Arbitrage |
|---|---|---|
| 2026to date | +5.43% | +5.46% |
| 2025 | +6.93% | +7.26% |
| 2024 | +8.22% | +8.36% |
| 2023 | +7.78% | +7.93% |
| 2022 | +4.73% | +4.86% |
| 2021 | +4.17% | +4.54% |
HDFC Arbitrage vs Tata Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 1,198 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.
HDFC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HDFC Arbitrage | 0.0 | 32.3 | 67.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.1% | 6.1% | 4.2% | 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.
HDFC 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 |
|---|---|---|---|---|
| HDFC ArbitrageHDFC Arbitrage Fund (Direct) | ₹9,50,000 | ₹12,35,588 | ₹2,85,588 | 6.5% |
| Tata ArbitrageTata Arbitrage Fund (Direct) | ₹9,50,000 | ₹12,48,492 | ₹2,98,492 | 6.8% |
HDFC ArbitrageHDFC 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.
HDFC Arbitrage vs Tata Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | HDFC Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.66% | +6.77% |
| Standard deviation | 1.39% | 1.26% |
| Sharpe ratio | 1.01 | 1.21 |
| Sortino ratio | 1.55 | 1.89 |
| Maximum drawdown | −0.5% (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 | HDFC Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.26% | +7.43% |
| Standard deviation | 1.10% | 1.02% |
| Sharpe ratio | 1.12 | 1.39 |
| Sortino ratio | 1.71 | 2.16 |
| Maximum drawdown | −0.5% (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 | HDFC Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.73% | +6.90% |
| Standard deviation | 1.01% | 0.94% |
| Sharpe ratio | 0.92 | 1.17 |
| Sortino ratio | 1.39 | 1.80 |
| Maximum drawdown | −0.5% (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 | HDFC Arbitrage Fund (Direct) | Tata Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.43% | +6.55% |
| Standard deviation | 1.02% | 1.01% |
| Sharpe ratio | 0.60 | 1.32 |
| Sortino ratio | 0.87 | 2.01 |
| Maximum drawdown | −0.7% (25-03-2020) | −0.6% (03-06-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 27-03-2014 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.
HDFC 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 |
|---|---|---|---|---|---|---|
| HDFC Arbitrage Fund (Direct) | −0.7% | 16-03-2020 | 25-03-2020 | 03-04-2020 | 9 days | −0.1% |
| 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.
HDFC 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.
HDFC 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.
HDFC Arbitrage Fund (Direct)
Tata Arbitrage Fund (Direct)
HDFC Arbitrage vs Tata Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: HDFC Arbitrage Fund, September 2026; Tata Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 45.8%
- Held by both
- 128
- Only in HDFC Arbitrage
- 41
- Only in Tata Arbitrage
- 53
| Security | % of HDFC Arbitrage | % of Tata Arbitrage |
|---|---|---|
| HDFC Bank Ltd. | 5.04% | 7.89% |
| ICICI Bank Ltd. | 5.04% | 4.34% |
| Reliance Industries Ltd. | 3.39% | 4.28% |
| Axis Bank Ltd. | 2.87% | 2.36% |
| Bharti Airtel Ltd. | 3.31% | 1.27% |
| State Bank of India | 2.30% | 1.21% |
| Canara Bank | 1.52% | 1.09% |
| VODAFONE IDEA LIMITED | 1.03% | 1.50% |
| Divis Laboratories Ltd. | 1.26% | 0.92% |
| Coal India Ltd. | 0.87% | 1.00% |
| JSW Steel Ltd. | 2.32% | 0.84% |
| Hindustan Unilever Ltd. | 1.43% | 0.83% |
| Indus Towers Limited | 0.81% | 1.21% |
| IDFC First Bank Limited | 0.95% | 0.75% |
| Tata Steel Ltd. | 1.55% | 0.74% |
| Hindalco Industries Ltd. | 0.73% | 1.08% |
| NMDC Limited | 0.67% | 0.74% |
| TVS Motor Company Ltd. | 1.10% | 0.63% |
| Kotak Mahindra Bank Limited | 1.44% | 0.60% |
| Steel Authority Of India Ltd. | 0.60% | 1.31% |
| Varun Beverages Ltd | 0.56% | 0.85% |
| NTPC Limited | 0.74% | 0.50% |
| ADANI ENTERPRISES LIMTIED | 0.49% | 0.59% |
| Indian Oil Corporation Ltd. | 0.48% | 0.74% |
| Punjab National Bank | 1.27% | 0.46% |
| Bharat Heavy Electricals Ltd. | 0.46% | 0.90% |
| Bharat Electronics Ltd. | 0.46% | 0.68% |
| Ambuja Cements Ltd. | 0.44% | 0.57% |
| Glenmark Pharmaceuticals Ltd. | 0.46% | 0.43% |
| Multi Commodity Exchange of India L | 0.44% | 0.43% |
| Power Finance Corporation Ltd. | 0.41% | 0.62% |
| Bank of Baroda | 0.74% | 0.40% |
| Life Insurance Corporation of India | 0.40% | 0.42% |
| HDFC Life Insurance Company Limited | 0.38% | 0.56% |
| Biocon Ltd. | 0.37% | 0.47% |
| Tata Motors Passenger Vehicles Limited | 0.36% | 0.67% |
| INFO EDGE (INDIA) LIMITED | 0.37% | 0.31% |
| Jio Financial Services Limited | 0.31% | 1.20% |
| Kalyan Jewellers India Ltd | 0.39% | 0.30% |
| The Tata Power Company Ltd. | 0.30% | 0.36% |
| LIC Housing Finance Ltd. | 0.48% | 0.29% |
| Hindustan Aeronautics Limited | 0.29% | 0.61% |
| Ashok Leyland Ltd | 0.29% | 0.31% |
| Cummins India Ltd. | 0.29% | 0.91% |
| Yes Bank Ltd. | 0.29% | 0.40% |
| Infosys Limited | 0.57% | 0.28% |
| Bajaj Finance Ltd. | 1.80% | 0.27% |
| Indian Hotels Company Ltd. | 0.27% | 0.36% |
| ITC LIMITED | 0.59% | 0.26% |
| Godrej Properties Ltd. | 0.26% | 0.49% |
| Marico Ltd. | 0.57% | 0.25% |
| Bank of India | 0.26% | 0.24% |
| Coforge Limited | 0.23% | 0.58% |
| APL Apollo Tubes Ltd. | 0.23% | 0.53% |
| Adani Power (Mundra) Limited | 0.23% | 1.11% |
| Apollo Hospitals Enterprise Ltd. | 0.59% | 0.19% |
| GE Vernova T&D India Limited | 0.27% | 0.19% |
| Indian Energy Exchange Limited | 0.26% | 0.19% |
| Adani Energy Solutions Limited | 0.19% | 0.85% |
| Adani Green Energy Limited | 0.18% | 0.87% |
| Aurobindo Pharma Ltd. | 0.17% | 0.30% |
| Bharat Petroleum Corporation Ltd. | 0.23% | 0.16% |
| Torrent Pharmaceuticals Ltd. | 0.16% | 0.17% |
| Mahindra & Mahindra Ltd. | 0.43% | 0.15% |
| Samvardhana Motherson International Ltd. | 0.14% | 0.22% |
| Bandhan Bank Ltd. | 0.13% | 0.67% |
| Patanjali Foods Limited | 0.13% | 0.22% |
| Lupin Ltd. | 0.15% | 0.12% |
| The Federal Bank Ltd. | 0.11% | 0.33% |
| Bharat Forge Ltd. | 0.35% | 0.10% |
| Indusind Bank Ltd. | 0.10% | 0.52% |
| Cholamandalam Investment & Finance Co. Ltd. | 0.62% | 0.09% |
| InterGlobe Aviation Ltd. | 0.62% | 0.09% |
| Tata Consumer Products Limited | 0.49% | 0.09% |
| UltraTech Cement Limited | 0.21% | 0.09% |
| Maruti Suzuki India Limited | 0.42% | 0.08% |
| Aditya Birla Capital ltd. | 0.33% | 0.08% |
| Bajaj Finserv Ltd. | 0.15% | 0.08% |
| Max Financial Services Ltd. | 0.08% | 0.16% |
| PG Electroplast Limited | 0.08% | 0.08% |
| Shriram Finance Ltd. | 0.08% | 0.19% |
| Tube Investments of India Ltd. | 0.08% | 0.09% |
| Fortis Healthcare Limited | 0.07% | 0.11% |
| JSW Energy Ltd. | 0.07% | 0.40% |
| Supreme Industries Ltd. | 0.07% | 0.09% |
| Oil & Natural Gas Corporation Ltd. | 0.07% | 0.17% |
| Union Bank of India | 0.07% | 0.19% |
| Larsen and Toubro Ltd. | 0.54% | 0.06% |
| Asian Paints Limited | 0.28% | 0.06% |
| Au Small Finance Bank Ltd. | 0.06% | 0.07% |
| Central Depository Services (India) Ltd. | 0.19% | 0.05% |
| Cipla Ltd. | 0.13% | 0.05% |
| Delhivery Limited | 0.09% | 0.05% |
| Solar Industries India Ltd. | 0.06% | 0.05% |
| MphasiS Limited. | 0.05% | 0.11% |
| Muthoot Finance Ltd. | 0.05% | 0.18% |
| Computer Age Management Services | 0.05% | 0.05% |
| Jindal Steel Limited. | 0.05% | 0.16% |
| National Aluminium Co. Ltd. | 0.05% | 0.04% |
| Swiggy Limited | 0.04% | 0.14% |
| Container Corporation of India Ltd. | 0.04% | 0.25% |
| GMR Airports Limited | 0.04% | 0.14% |
| Radico Khaitan Limited | 0.13% | 0.03% |
| DLF LIMITED | 0.07% | 0.03% |
| Trent Ltd. | 0.04% | 0.03% |
| Dabur India Ltd. | 0.03% | 0.03% |
| NBCC (India) Limited | 0.03% | 0.16% |
| Eicher Motors Ltd. | 0.58% | 0.02% |
| Hindustan Petroleum Corp. Ltd. | 0.32% | 0.02% |
| Titan Company Ltd. | 0.24% | 0.02% |
| Pidilite Industries Ltd. | 0.23% | 0.02% |
| PNB Housing Finance Ltd. | 0.08% | 0.02% |
| GAIL (India) Ltd. | 0.07% | 0.02% |
| Suzlon Energy Ltd | 0.02% | 0.10% |
| Hindustan Zinc Ltd. | 0.02% | 0.04% |
| Crompton Greaves Consumer Elec. Ltd. | 0.02% | 0.39% |
| PB Fintech Limited | 0.02% | 0.11% |
| Manappuram Finance Ltd. | 0.02% | 0.70% |
| Grasim Industries Ltd. | 0.19% | 0.01% |
| Eternal Limited | 0.17% | 0.01% |
| One 97 Communications Limited | 0.10% | 0.01% |
| Sun Pharmaceutical Industries Ltd. | 0.07% | 0.01% |
| Sagility Limited | 0.05% | 0.01% |
| Tata Consultancy Services Ltd. | 0.04% | 0.01% |
| Nestle India Ltd. | 0.03% | 0.01% |
| HCL Technologies Ltd. | 0.03% | 0.01% |
| Laurus Labs Ltd. | 0.01% | 0.01% |
| RBL Bank Ltd. | 0.01% | 0.05% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 45.8% means 45.8% 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 HDFC Arbitrage Fund
| Security | % of fund |
|---|---|
| HDFC Money Market Fund - Direct Plan - Growth Option | 9.14% |
| Union Bank of India | 3.84% |
| HDFC Liquid Fund - Direct Plan - Growth Option | 3.75% |
| HDFC Ultra Short Term Fund - Direct Plan - Growth Option | 2.85% |
| HDFC Ultra Short to Short Term Fund - Direct Plan - Growth Option | 2.64% |
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 | HDFC Arbitrage | Tata Arbitrage |
|---|---|---|
| Equity | 67.5% | 64.8% |
| Debt | 9.0% | 21.7% |
| Cash and others | 23.4% | 13.5% |
Market cap of stocks
| Market cap | HDFC Arbitrage | Tata Arbitrage |
|---|---|---|
| Large Cap | 55.6% | 50.0% |
| Mid Cap | 10.3% | 12.1% |
| Small Cap | 1.7% | 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 | HDFC Arbitrage | Tata Arbitrage |
|---|---|---|
| Banks | 22.2% | 21.6% |
| Petroleum Products | 4.4% | 5.2% |
| Telecom - Services | 5.2% | 4.0% |
| Ferrous Metals | 4.5% | 3.0% |
| Finance | 4.3% | 3.7% |
| Power | 1.7% | 4.1% |
| Automobiles | 3.1% | 1.6% |
The six largest sectors of each fund's stocks, % of the fund.
HDFC Arbitrage vs Tata Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | HDFC Arbitrage Fund | Tata Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.48% | 1.57% |
| Base expense ratio (Direct) | 0.34% | 0.26% |
| Total expense ratio (Regular) | 2.02% | 2.25% |
| Base expense ratio (Regular) | 0.80% | 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 HDFC Arbitrage with
HDFC Arbitrage Fund vs Tata Arbitrage Fund: Frequently Asked Questions
What is the difference between HDFC Arbitrage Fund and Tata Arbitrage Fund?
Both are Arbitrage funds, run by HDFC Mutual Fund and Tata Mutual Fund. Their portfolios overlap 45.8%. HDFC Arbitrage Fund charges 1.48% a year and Tata Arbitrage Fund 1.57%.
Which has given higher returns, HDFC Arbitrage Fund or Tata Arbitrage Fund?
Over 1 year: HDFC Arbitrage Fund +6.66%, Tata Arbitrage Fund +6.77%. Over 3 years: HDFC Arbitrage Fund +7.26% a year, Tata Arbitrage Fund +7.43% a year. Over 5 years: HDFC Arbitrage Fund +6.73% 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, HDFC Arbitrage Fund or Tata Arbitrage Fund?
HDFC Arbitrage Fund charges less: 1.48% a year against 1.57%. These are the Direct plans' total expense ratios reported to AMFI.
How much do HDFC Arbitrage Fund and Tata Arbitrage Fund overlap?
45.8%. They hold 128 of the same securities, the largest shared ones being HDFCBANK, ICICIBANK, RELIANCE. From each fund's latest monthly portfolio.
Which is riskier, HDFC Arbitrage Fund or Tata Arbitrage Fund?
On SEBI's riskometer, HDFC Arbitrage Fund is rated Low and Tata Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.10% and 1.02% a year.
Which is better for SIP, HDFC 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 ₹7,30,981 in HDFC 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 HDFC Arbitrage Fund and Tata Arbitrage Fund?
Yes. 45.8% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages HDFC Arbitrage Fund and Tata Arbitrage Fund?
HDFC Arbitrage Fund: Nandita Menezes, Arun Agarwal, Anil Bamboli, Gopal Agrawal. 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.