SEBI sub-category
Arbitrage funds
No regular plan funds in this category have NAV data yet.
Frequently asked questions
Generated from this category's live aggregates — average returns, fund counts, quartile spreads. Updated daily.
Arbitrage is a SEBI-defined mutual-fund category. Each scheme in it must follow the asset-allocation and exposure rules set out in the SEBI October-2017 categorisation circular. Hybrid bucket for tax purposes.
We currently track 0 active Arbitrage schemes (Regular plan, Growth option). The list updates daily after AMFI publishes new NAVs and SEBI re-classifies schemes.
Category-average return for Arbitrage isn't computed yet.
We don't yet have enough funds with 5-year history in the Arbitrage category to declare a leader.
1-year returns aren't yet computed across this category.
Five-year return spread isn't computed yet for Arbitrage — we need a critical mass of schemes with 5-year NAV history.
On ProfitGuruOnline you can browse either Arbitrage Direct plans (lower expense ratio, no broker commission baked in) or Regular plans (sold through distributors). Use the filter on the category page. Direct typically outperforms Regular by 0.5-1% per year in the same scheme — meaningful over 10+ years.
Arbitrage is a Hybrid scheme — tax follows the actual equity allocation. ≥65% equity behaves like an equity fund; under 35% equity is taxed as debt. Check the AMC's monthly factsheet for the current allocation.
SIP suits hybrid/balanced categories because the in-built equity exposure benefits from rupee-cost averaging. Hybrid funds also rebalance internally so you don't have to manually shift between equity and debt.
Match the horizon to the Hybrid bucket: equity ≥5 years, debt 1-3 years (or per modified duration), hybrid 3-5 years.
Moderate risk. Equity portion brings volatility, debt portion cushions it. Aggressive hybrid (65-80% equity) is closer to pure equity in drawdown profile; conservative hybrid is closer to debt.
Two or three schemes from different AMCs is usually enough for a single category. Beyond that you'd be re-creating the category average minus your selection cost. Focus on consistency (% of rolling-return windows that ended positive) over chasing top performers — top quartile rarely repeats.
Quarterly is plenty for monitoring NAVs and aggregate gain; annually (or after major regulatory changes like Budget 2024) is the right cadence for re-evaluating against alternatives. Don't churn based on 1-month or even 1-year underperformance — equity funds need 3-5 year horizons to fairly judge.
We rank funds within each category by point-to-point CAGR over the chosen window (1Y, 3Y, 5Y, 7Y, 10Y, since inception), then assign quartile and decile bands so any fund's standing relative to peers is one click away. Numbers are recomputed nightly after AMFI's NAV publish.
Daily NAVs are pulled directly from AMFI's published feed. Category classification uses SEBI's October-2017 mutual-fund categorisation circular. We compute returns, rolling-window stats, SIP backtests, drawdowns and Sharpe ratios in-house — no third-party feeds, no hidden adjustments.
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.