HDFC Arbitrage Fund vs Nippon India Arbitrage Fund
Over the last 3 years, Nippon India Arbitrage Fund returned 7.3% a year against 7.3% for HDFC Arbitrage Fund (Direct plans). Data as of 12 Nov 2026.
| HDFC Arbitrage Fund | Nippon India Arbitrage Fund | |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Fund house | HDFC Mutual Fund | Nippon India Mutual Fund |
| Benchmark | – | – |
| Age | 12.6 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹25,841 cr | ₹18,033 cr |
| Direct plan | ||
| Rating | C | B |
| Expense ratio | 1.49% | 1.35% |
| 1Y return | 6.8% | 6.8% |
| 3Y return (a year) | 7.3% | 7.3% |
| 5Y return (a year) | 6.8% | 6.9% |
| 3Y vs index | +0.4% | +0.4% |
| Rating score, rank | 41 · #20 of 26 | 56 · #11 of 26 |
| Regular plan | ||
| Rating | A | B |
| Expense ratio | 2.02% | 2.04% |
| 1Y return | 6.2% | 6.1% |
| 3Y return (a year) | 6.7% | 6.6% |
| 5Y return (a year) | 6.2% | 6.1% |
| 3Y vs index | -0.2% | -0.3% |
| Rating score, rank | 72 · #5 of 26 | 47 · #15 of 26 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | – | – |
| Deepest fall, 3Y | -0.8% | -0.4% |
| Volatility, 3Y | 0.5% | 0.5% |
| Max fall, 5Y | – | – |
| Down capture, 3Y | – | – |
| Stocks held | – | – |
| Top 10 holdings | – | – |
| Large / mid / small caps | – | – |
| Largest sector | – | – |
Common questions
HDFC Arbitrage Fund or Nippon India Arbitrage Fund: which is better?
On our track-record ratings (Direct plans), HDFC Arbitrage Fund is rated C and Nippon India Arbitrage Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
HDFC Arbitrage Fund or Nippon India Arbitrage Fund: which has done better?
Over the last 3 years, Nippon India Arbitrage Fund returned 7.3% a year against 7.3% for HDFC Arbitrage Fund (Direct plans).
How much do HDFC Arbitrage Fund and Nippon India Arbitrage Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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