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Best Arbitrage Fund Mutual Funds

Arbitrage funds capture the price gap between the cash and futures market. The equity exposure is hedged, so risk resembles short-term debt while returns are taxed as equity — the reason the category is popular with higher tax brackets.

We currently track 45 direct-plan Arbitrage Fund schemes from 40 fund houses with a median 5-year CAGR of 6.7%. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.

Showing 45 of 45 schemes · sorted by Y5 high to low · page 1 of 1

Rank by1Y CAGR3Y CAGR5Y CAGR10Y CAGR
Sort by1M6M1Y3Y5Y, sorted high to low10Y

Arbitrage Fund funds — frequently asked questions

Which Arbitrage Fund fund has the highest 5-year CAGR?

Invesco India Arbitrage Fund - Direct Plan - Growth currently leads the Arbitrage Fund category with a 5-year CAGR of 7.1%. Past returns describe what already happened and do not predict future performance — treat the ranking as a starting point for research, not a recommendation.

What is a good 5-year return for a Arbitrage Fund fund?

Across the 45 Arbitrage Fund schemes we track, the median 5-year CAGR is 6.7%. Comparing a fund against that median, rather than against the category's single best performer, is a more realistic benchmark.

How is CAGR calculated on this page?

CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.

Why does this list only show direct plans?

Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.