Nippon India Arbitrage Fund vs SBI Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Nippon India Arbitrage Fund and SBI Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Nippon India Arbitrage Fund (Direct) returned 7.3% a year and SBI Arbitrage Fund (Direct) returned 7.2% a year. Nippon India Arbitrage Fund charges 1.35% a year and SBI Arbitrage Fund 1.47% (Direct plans). Their portfolios overlap 53.8%: they hold 151 of the same securities.
Nippon India Arbitrage Fund
Arbitrage
- 3 year return
- 7.3%
- Expense ratio
- 1.35%
- NAV
- ₹31.21
Which is better, Nippon India 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%.
- Nippon India Arbitrage returned more over 3 years: 7.3% a year against 7.2%.
- Nippon India Arbitrage costs less: 1.35% a year against 1.47% (Direct plans).
- Nippon India 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 14-01-2013: −0.6% against −0.7%.
- SBI Arbitrage holds more in large companies: 61.8% of the fund in large caps against 51.7%.
- SBI Arbitrage is the larger fund: ₹46,309 Cr against ₹17,216 Cr.
- Their portfolios overlap 53.8%: 151 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 | Nippon India Arbitrage Fund | SBI Arbitrage Fund |
|---|---|---|
| Fund house | Nippon India Mutual Fund | SBI Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹17,216 Cr (30-09-2026) | ₹46,309 Cr (30-09-2026) |
| NAV | ₹31.21 (Direct) | ₹39.08 (Direct) |
| Expense ratio (Direct) | 1.35% | 1.47% |
| Expense ratio (Regular) | 2.04% | 1.99% |
| Riskometer | Not available | Low |
| Benchmark | Not available | Nifty 50 Arbitrage Index |
| Launch date | Not available | 03-11-2006 |
| Minimum investment | Not available | ₹5,000 |
| Lock in | Not available | None |
| Fund managers | Not available | Neeraj Kumar - Equity, Ardhendu Bhattacharya |
| Exit load | Not available | Exit load of 0.25%, if redeemed within 15 Days. |
Nippon India 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 |
|---|---|---|---|---|---|---|---|
| Nippon India Arbitrage Fund (Direct) | +0.52% | +1.54% | +3.29% | +6.71% | +7.28% | +6.83% | +6.47% |
| 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.
Nippon India Arbitrage vs SBI Arbitrage: Year-wise Returns
| Year | Nippon IndiaNippon India Arbitrage | SBISBI Arbitrage |
|---|---|---|
| 2026to date | +5.47% | +5.39% |
| 2025 | +6.94% | +7.05% |
| 2024 | +8.23% | +8.11% |
| 2023 | +7.85% | +7.98% |
| 2022 | +4.94% | +5.09% |
| 2021 | +4.54% | +4.43% |
Nippon India Arbitrage vs SBI Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,658 of them, one for each trading day from 14-01-2016 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.
Nippon India 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Nippon India Arbitrage | 0.0 | 9.3 | 90.7 | 0.0 | 0.0 | 0.0 | 0.0 | 6.7% | 6.9% | 4.6% | 9.0% |
| 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 14-01-2013. Past returns do not promise future returns.
Nippon India 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 03-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Nippon India ArbitrageNippon India Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,86,329 | ₹10,26,329 | 6.7% |
| SBI ArbitrageSBI Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,50,956 | ₹9,90,956 | 6.5% |
Nippon India ArbitrageNippon India 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.
Nippon India Arbitrage vs SBI Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Nippon India Arbitrage Fund (Direct) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.71% | +6.59% |
| Standard deviation | 1.33% | 1.46% |
| Sharpe ratio | 1.10 | 0.92 |
| Sortino ratio | 1.71 | 1.41 |
| Maximum drawdown | −0.5% (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 | Nippon India Arbitrage Fund (Direct) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.28% | +7.24% |
| Standard deviation | 1.06% | 1.12% |
| Sharpe ratio | 1.18 | 1.09 |
| Sortino ratio | 1.81 | 1.66 |
| Maximum drawdown | −0.5% (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 | Nippon India Arbitrage Fund (Direct) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.83% | +6.83% |
| Standard deviation | 0.98% | 1.03% |
| Sharpe ratio | 1.05 | 1.01 |
| Sortino ratio | 1.61 | 1.53 |
| Maximum drawdown | −0.5% (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 | Nippon India Arbitrage Fund (Direct) | SBI Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.06% | +6.84% |
| Standard deviation | 1.07% | 1.07% |
| Sharpe ratio | 0.95 | 0.74 |
| Sortino ratio | 1.44 | 1.11 |
| Maximum drawdown | −0.6% (25-03-2020) | −0.7% (25-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 03-01-2013 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.
Nippon India 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 |
|---|---|---|---|---|---|---|
| Nippon India Arbitrage Fund (Direct) | −0.6% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 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 14-01-2013, 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.
Nippon India 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.
Nippon India 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.
Nippon India Arbitrage Fund (Direct)
SBI Arbitrage Fund (Direct)
Nippon India Arbitrage vs SBI Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Nippon India Arbitrage Fund, September 2026; SBI Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 53.8%
- Held by both
- 151
- Only in Nippon India Arbitrage
- 18
- Only in SBI Arbitrage
- 45
| Security | % of Nippon India Arbitrage | % of SBI Arbitrage |
|---|---|---|
| Reliance Industries Limited | 4.83% | 5.58% |
| HDFC Bank Limited | 4.62% | 4.92% |
| ICICI Bank Limited | 4.21% | 2.75% |
| Axis Bank Limited | 2.45% | 2.31% |
| State Bank of India | 2.02% | 3.68% |
| JSW Steel Limited | 1.81% | 1.58% |
| Bajaj Finance Limited | 1.71% | 1.57% |
| Tata Steel Limited | 1.35% | 1.59% |
| Adani Enterprises Limited | 1.32% | 1.41% |
| Vodafone Idea Limited | 1.34% | 1.10% |
| Bharti Airtel Limited | 0.91% | 2.39% |
| Coal India Limited | 0.92% | 0.90% |
| Canara Bank | 1.17% | 0.89% |
| Larsen & Toubro Limited | 1.31% | 0.87% |
| Kotak Mahindra Bank Limited | 1.09% | 0.85% |
| Adani Energy Solutions Limited | 1.04% | 0.81% |
| Jio Financial Services Limited | 1.03% | 0.77% |
| Maruti Suzuki India Limited | 1.42% | 0.60% |
| Indus Towers Limited | 0.60% | 0.61% |
| Ambuja Cements Limited | 0.77% | 0.59% |
| Infosys Limited | 0.68% | 0.59% |
| Hindalco Industries Limited | 0.76% | 0.54% |
| Glenmark Pharmaceuticals Limited | 0.95% | 0.48% |
| Punjab National Bank | 0.47% | 0.78% |
| Steel Authority of India Limited | 1.11% | 0.46% |
| ITC Limited | 0.46% | 0.93% |
| Adani Green Energy Limited | 0.46% | 0.99% |
| Manappuram Finance Limited | 0.86% | 0.45% |
| Bank of Baroda | 0.45% | 0.78% |
| Mahindra & Mahindra Limited | 0.51% | 0.44% |
| The Federal Bank Limited | 0.44% | 0.74% |
| Bharat Heavy Electricals Limited | 0.44% | 0.72% |
| IndusInd Bank Limited | 0.60% | 0.43% |
| NMDC Limited | 0.52% | 0.42% |
| UltraTech Cement Limited | 0.45% | 0.42% |
| Cummins India Limited | 0.76% | 0.41% |
| IDFC First Bank Limited | 0.41% | 0.73% |
| Info Edge (India) Limited | 0.56% | 0.39% |
| APL Apollo Tubes Limited | 0.56% | 0.38% |
| Life Insurance Corporation Of India | 0.47% | 0.38% |
| The Indian Hotels Company Limited | 0.38% | 0.70% |
| Hindustan Unilever Limited | 0.36% | 0.56% |
| Eicher Motors Limited | 0.48% | 0.35% |
| Varun Beverages Limited | 0.33% | 0.76% |
| Biocon Limited | 0.33% | 0.37% |
| Coforge Limited | 0.36% | 0.32% |
| Crompton Greaves Consumer Electricals Limited | 0.33% | 0.32% |
| Tata Consumer Products Limited | 0.32% | 0.62% |
| Indian Oil Corporation Limited | 0.32% | 0.56% |
| Divi's Laboratories Limited | 0.32% | 1.09% |
| Power Finance Corporation Limited | 0.30% | 0.88% |
| Adani Power Limited | 0.29% | 1.03% |
| Kalyan Jewellers India Limited | 0.26% | 0.46% |
| Godrej Properties Limited | 0.38% | 0.24% |
| HDFC Asset Management Company Limited | 0.24% | 0.36% |
| Sun Pharmaceutical Industries Limited | 0.41% | 0.22% |
| Tata Power Company Limited | 0.22% | 0.64% |
| NTPC Limited | 0.22% | 0.55% |
| AU Small Finance Bank Limited | 0.96% | 0.21% |
| One 97 Communications Limited | 0.49% | 0.21% |
| Patanjali Foods Limited | 0.38% | 0.21% |
| Tata Motors Passenger Vehicles Limited | 0.20% | 0.52% |
| Bandhan Bank Limited | 0.31% | 0.19% |
| HDFC Life Insurance Company Limited | 0.26% | 0.19% |
| Solar Industries India Limited | 0.19% | 0.38% |
| Cholamandalam Investment and Finance Company Ltd | 0.18% | 0.49% |
| TVS Motor Company Limited | 0.72% | 0.17% |
| Hindustan Zinc Limited | 0.46% | 0.17% |
| GE Vernova T&D India Limited | 0.32% | 0.17% |
| HCL Technologies Limited | 0.17% | 0.27% |
| Muthoot Finance Limited | 0.37% | 0.16% |
| Fortis Healthcare Limited | 0.26% | 0.16% |
| Laurus Labs Limited | 0.16% | 0.18% |
| Container Corporation of India Limited | 0.27% | 0.15% |
| Hitachi Energy India Limited | 0.15% | 0.27% |
| Eternal Limited | 0.15% | 0.16% |
| Ashok Leyland Limited | 0.18% | 0.14% |
| Apollo Hospitals Enterprise Limited | 0.14% | 0.27% |
| Torrent Pharmaceuticals Limited | 0.14% | 0.32% |
| RBL Bank Limited | 0.14% | 0.14% |
| Cipla Limited | 0.29% | 0.13% |
| Bank of India | 0.13% | 0.22% |
| Titan Company Limited | 0.13% | 0.32% |
| Aurobindo Pharma Limited | 0.13% | 0.34% |
| LIC Housing Finance Limited | 0.19% | 0.12% |
| PNB Housing Finance Limited | 0.14% | 0.12% |
| Hindustan Aeronautics Limited | 0.12% | 1.16% |
| JSW Energy Limited | 0.12% | 0.14% |
| Aditya Birla Capital Limited | 0.12% | 0.31% |
| Delhivery Limited | 0.14% | 0.11% |
| Tata Consultancy Services Limited | 0.11% | 0.20% |
| Bajaj Auto Limited | 0.11% | 0.27% |
| Oil & Natural Gas Corporation Limited | 0.10% | 0.14% |
| InterGlobe Aviation Limited | 0.10% | 0.10% |
| Shriram Finance Limited | 0.10% | 0.45% |
| Marico Limited | 0.45% | 0.09% |
| Asian Paints Limited | 0.33% | 0.09% |
| Alkem Laboratories Limited | 0.23% | 0.09% |
| Voltas Limited | 0.14% | 0.09% |
| Bharat Petroleum Corporation Limited | 0.13% | 0.09% |
| The Phoenix Mills Limited | 0.10% | 0.09% |
| Union Bank of India | 0.09% | 0.37% |
| ICICI Lombard General Insurance Company Limited | 0.09% | 0.11% |
| Supreme Industries Limited | 0.30% | 0.08% |
| Swiggy Limited | 0.08% | 0.21% |
| Dabur India Limited | 0.08% | 0.18% |
| NBCC (India) Limited | 0.08% | 0.17% |
| Lupin Limited | 0.08% | 0.10% |
| Bajaj Finserv Limited | 0.08% | 0.08% |
| SBI Life Insurance Company Limited | 0.27% | 0.07% |
| Bharat Electronics Limited | 0.07% | 1.36% |
| SRF Limited | 0.07% | 0.19% |
| Samvardhana Motherson International Limited | 0.07% | 0.71% |
| Bosch Limited | 0.23% | 0.06% |
| Hero MotoCorp Limited | 0.20% | 0.06% |
| Adani Ports and Special Economic Zone Limited | 0.06% | 0.46% |
| Trent Limited | 0.10% | 0.05% |
| Inox Wind Limited | 0.05% | 0.09% |
| Bajaj Holdings & Investment Limited | 0.05% | 0.06% |
| GAIL (India) Limited | 0.05% | 0.06% |
| Vedanta Limited | 0.05% | 0.11% |
| Bharat Forge Limited | 0.05% | 0.11% |
| Tech Mahindra Limited | 0.05% | 0.64% |
| Jindal Steel Limited | 0.05% | 0.16% |
| ICICI Prudential Life Insurance Company Limited | 0.15% | 0.04% |
| PG Electroplast Limited | 0.09% | 0.04% |
| Angel One Limited | 0.07% | 0.04% |
| Colgate Palmolive (India) Limited | 0.06% | 0.04% |
| Suzlon Energy Limited | 0.04% | 0.15% |
| Tube Investments of India Limited | 0.04% | 0.06% |
| Grasim Industries Limited | 0.31% | 0.03% |
| SBI Cards and Payment Services Limited | 0.08% | 0.03% |
| Nestle India Limited | 0.06% | 0.03% |
| KPIT Technologies Limited | 0.04% | 0.03% |
| Hindustan Petroleum Corporation Limited | 0.03% | 0.12% |
| Punjab National Bank | 0.03% | 0.47% |
| Avenue Supermarts Limited | 0.03% | 0.30% |
| FSN E-Commerce Ventures Limited | 0.03% | 0.04% |
| PB Fintech Limited | 0.03% | 0.07% |
| Radico Khaitan Limited | 0.03% | 0.04% |
| Sagility Limited | 0.11% | 0.02% |
| Prestige Estates Projects Limited | 0.05% | 0.02% |
| CG Power and Industrial Solutions Limited | 0.02% | 0.03% |
| National Aluminium Company Limited | 0.02% | 0.09% |
| Polycab India Limited | 0.02% | 0.09% |
| Lodha Developers Limited | 0.02% | 0.17% |
| Oberoi Realty Limited | 0.01% | 0.07% |
| Mphasis Limited | 0.01% | 0.15% |
| UPL Limited | 0.01% | 0.09% |
| GMR Airports Limited | 0.01% | 0.40% |
| United Spirits Limited | 0.01% | 0.06% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 53.8% means 53.8% 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 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% |
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 | Nippon India Arbitrage | SBI Arbitrage |
|---|---|---|
| Equity | 68.0% | 77.2% |
| Debt | 4.4% | 6.5% |
| Cash and others | 27.6% | 16.4% |
Market cap of stocks
| Market cap | Nippon India Arbitrage | SBI Arbitrage |
|---|---|---|
| Large Cap | 51.7% | 61.8% |
| Mid Cap | 13.7% | 13.2% |
| Small Cap | 2.6% | 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 | Nippon India Arbitrage | SBI Arbitrage |
|---|---|---|
| Banks | 20.1% | 20.0% |
| Petroleum Products | 5.3% | 6.3% |
| Finance | 5.2% | 5.7% |
| Power | 2.4% | 4.3% |
| Ferrous Metals | 4.3% | 3.8% |
| Telecom - Services | 2.9% | 4.1% |
| Automobiles | 3.7% | 2.4% |
| Pharmaceuticals & Biotechnology | 3.0% | 3.4% |
The six largest sectors of each fund's stocks, % of the fund.
Nippon India Arbitrage vs SBI Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Nippon India Arbitrage Fund | SBI Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.35% | 1.47% |
| Base expense ratio (Direct) | 0.31% | 0.34% |
| Total expense ratio (Regular) | 2.04% | 1.99% |
| Base expense ratio (Regular) | 0.90% | 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 Nippon India Arbitrage with
Nippon India Arbitrage Fund vs SBI Arbitrage Fund: Frequently Asked Questions
What is the difference between Nippon India Arbitrage Fund and SBI Arbitrage Fund?
Both are Arbitrage funds, run by Nippon India Mutual Fund and SBI Mutual Fund. Their portfolios overlap 53.8%. Nippon India Arbitrage Fund charges 1.35% a year and SBI Arbitrage Fund 1.47%.
Which has given higher returns, Nippon India Arbitrage Fund or SBI Arbitrage Fund?
Over 1 year: Nippon India Arbitrage Fund +6.71%, SBI Arbitrage Fund +6.59%. Over 3 years: Nippon India Arbitrage Fund +7.28% a year, SBI Arbitrage Fund +7.24% a year. Over 5 years: Nippon India Arbitrage Fund +6.83% 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, Nippon India Arbitrage Fund or SBI Arbitrage Fund?
Nippon India Arbitrage Fund charges less: 1.35% a year against 1.47%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Nippon India Arbitrage Fund and SBI Arbitrage Fund overlap?
53.8%. They hold 151 of the same securities, the largest shared ones being RELIANCE, HDFCBANK, ICICIBANK. From each fund's latest monthly portfolio.
Which is better for SIP, Nippon India 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 ₹7,31,798 in Nippon India 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 Nippon India Arbitrage Fund and SBI Arbitrage Fund?
Yes. 53.8% 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.