Old Bridge Arbitrage Fund - Regular Plan - Regular IDCW
Arbitrage Funds earn from price differences between the cash and futures markets, with at least 65% in equity-related positions. Risk is generally low and returns are usually close to short-term debt; they are taxed as equity funds.Read more
- Current NAV₹10.5188
- Fund Size (AUM)—
- Expense Ratio—
- 1Y Return—
- 3Y Return (CAGR)—
- 5Y Return (CAGR)—
- Category Rank (3Y)—
- Riskometer—
- Min. SIP / Lump sum—
More figures (11)
- Since Launch (CAGR)+5.14%
- Benchmark—
- Volatility (3Y)1.66 %
- Sharpe Ratio (3Y)—
- Beta (3Y)—
- 52-week High / Low₹10.5188 / ₹10.0015
- Max Drawdown-0.7 %
- Launched14 Nov 2025
- Lock-in—
- Portfolio Turnover—
- Fund Managers—
Performance chart
Past performance may or may not be sustained in future.
Quick take
- Volatility over 3 years was 1.7% a year.
- Its biggest fall from a peak was 0.7% (18 May 2026 to 29 May 2026).
Pros
AINo standout strengths in its record so far.
Cons
AI- Short track record: launched 14 Nov 2025, so 3- and 5-year figures are not available yet.
Pros and cons are generated automatically from the scheme's published figures. They are observations about past data, not a recommendation to invest, switch or redeem.
AI analysis
Plenitude AI reads the figures on this page and explains them in plain language.
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Book a free consultation Compare with other fundsReturns vs benchmark and category
| Returns (%) | 1W | 1M | 3M | 6M | YTD | 1Y | 2Y | 3Y | 5Y | 7Y | 10Y | Since launch |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| This fund | +0.22% | +0.60% | +1.42% | +2.69% | +4.43% | — | — | — | — | — | — | +5.14% |
| Category average | +0.58% | +2.76% | +5.82% | +6.50% | +6.00% | |||||||
| Rank in category | ||||||||||||
| Quartile | ||||||||||||
| Best in category | +0.66% | +3.28% | +6.80% | +6.82% | +6.43% | |||||||
| Worst in category | +0.41% | +1.70% | +3.75% | +5.60% | +5.05% |
Point-to-point NAV returns as on 16 Oct 2026; over 1 year, yearly compounded (CAGR). Category: Regular Growth plans in Arbitrage Funds, returns as on 17 Oct 2026. Q1 = top quarter by return over that period.
Calendar-year returns
| Year | 2026 YTD |
|---|---|
| This fund | +4.43% |
January to December each year; the current year is to date.
Month-by-month returns (%)
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.6 | 0.4 | 0.6 | 0.2 | -0.4 | 1.2 | 0.7 | 0.6 | 0.2 | 0.4 | |||
| 2025 | 0.5 |
Change in NAV from the last business day of one month to the last business day of the next. Positive in 10 of 11 months shown (91%). "Year" is shown for complete calendar years.
Risk and consistency
| Risk measure | 3 years | 5 years |
|---|---|---|
| Volatility (standard deviation) ? | 1.66% | 1.66% |
| Sharpe ratio ? | — | — |
| Sortino ratio ? | — | — |
| Maximum drawdown | -0.72% | -0.72% |
Every 3- and 5-year period since launch, checked weekly. It shows how consistent returns were, whenever someone invested.
What your investment would be worth
Worked out from the scheme's weekly NAVs (instalments on the first NAV of each month), so it can differ slightly from your statement. Past performance may or may not be sustained in future. Plan a future SIP.
Compare with all Arbitrage Funds (38)
| S.No. | Scheme (Regular plans, Growth) | NAV ₹ | 1M % | 6M % | 1Y % | 3Y % CAGR | 5Y % CAGR | Expense ratio % | Fund size ₹ Cr | Riskometer |
|---|---|---|---|---|---|---|---|---|---|---|
| 1. | Kotak Arbitrage FundKotak Mahindra Mutual Fund | ₹40.3983 | 0.59 | 2.88 | 6.05 | 6.82 | 6.37 | — | — | — |
| 2. | UTI - Arbitrage FundUTI Mutual Fund | ₹37.7785 | 0.58 | 2.84 | 5.99 | 6.79 | 6.20 | — | — | — |
| 3. | Invesco India Arbitrage FundInvesco Mutual Fund | ₹34.4179 | 0.59 | 2.91 | 6.07 | 6.75 | 6.43 | — | — | — |
| 4. | HDFC Arbitrage FundHDFC Mutual Fund | ₹33.0280 | 0.62 | 2.90 | 6.04 | 6.73 | 6.18 | — | — | — |
| 5. | SBI Arbitrage FundSBI Mutual Fund | ₹36.4478 | 0.61 | 2.86 | 5.98 | 6.73 | 6.32 | — | — | — |
| 6. | ICICI Prudential Arbitrage FundICICI Prudential Mutual Fund | ₹36.9771 | 0.54 | 2.85 | 6.00 | 6.72 | 6.20 | — | — | — |
| 7. | Edelweiss Arbitrage FundEdelweiss Mutual Fund | ₹20.8659 | 0.59 | 2.82 | 5.92 | 6.68 | 6.22 | — | — | — |
| 8. | ADITYA BIRLA SUN LIFE ARBITRAGE FUNDAditya Birla Sun Life Mutual Fund | ₹28.6042 | 0.58 | 2.83 | 5.93 | 6.66 | 6.11 | — | — | — |
| 9. | Axis Arbitrage FundAxis Mutual Fund | ₹20.1194 | 0.55 | 2.76 | 5.90 | 6.64 | 6.13 | — | — | — |
| 10. | Tata Arbitrage FundTata Mutual Fund | ₹15.4656 | 0.55 | 2.76 | 5.91 | 6.64 | 6.08 | — | — | — |
| 11. | Union Arbitrage FundUnion Mutual Fund | ₹15.1082 | 0.66 | 2.97 | 5.96 | 6.59 | 5.97 | — | — | — |
| 12. | Nippon India Arbitrage FundNippon India Mutual Fund | ₹28.5736 | 0.58 | 2.86 | 5.93 | 6.58 | 6.09 | — | — | — |
| 13. | HSBC Arbitrage FundHSBC Mutual Fund | ₹20.4387 | 0.60 | 2.78 | 5.94 | 6.54 | — | — | — | — |
| 14. | BANDHAN Arbitrage FundBandhan Mutual Fund | ₹34.8293 | 0.54 | 2.69 | 5.66 | 6.53 | 6.04 | — | — | — |
| 15. | Mirae Asset Arbitrage FundMirae Asset Mutual Fund | ₹14.0020 | 0.59 | 2.79 | 5.82 | 6.53 | 6.01 | — | — | — |
| 16. | DSP Arbitrage fundDSP Mutual Fund | ₹16.0610 | 0.55 | 2.73 | 5.78 | 6.51 | 6.03 | — | — | — |
| 17. | BARODA BNP PARIBAS ARBITRAGE FUNDBaroda BNP Paribas Mutual Fund | ₹17.2150 | 0.54 | 2.58 | 5.46 | 6.48 | — | — | — | — |
| 18. | ITI Arbitrage FundITI Mutual Fund | ₹13.9022 | 0.41 | 2.32 | 5.51 | 6.46 | 5.47 | — | — | — |
| 19. | Sundaram Arbitrage Fund(Formerly Known as Prinicpal Arbitrage Fund)Sundaram Mutual Fund | ₹15.5504 | 0.65 | 2.91 | 5.99 | 6.45 | — | — | — | — |
| 20. | LIC MF Arbitrage FundLIC Mutual Fund | ₹14.8767 | 0.60 | 2.97 | 6.02 | 6.41 | 5.90 | — | — | — |
| 21. | JM Arbitrage FundJM Financial Mutual Fund | ₹34.9849 | 0.64 | 2.72 | 5.65 | 6.26 | 5.76 | — | — | — |
| 22. | Bajaj Finserv Arbitrage FundBajaj Finserv Mutual Fund | ₹12.0680 | 0.61 | 2.75 | 5.79 | 6.25 | — | — | — | — |
| 23. | BANK OF INDIA ARBITRAGE FUNDBank of India Mutual Fund | ₹14.7977 | 0.62 | 2.71 | 5.63 | 6.17 | 5.41 | — | — | — |
| 24. | NJ Arbitrage FundNJ Mutual Fund | ₹12.8413 | 0.56 | 2.71 | 5.56 | 6.08 | — | — | — | — |
| 25. | Mahindra Manulife Arbitrage FundMahindra Manulife Mutual Fund | ₹13.1912 | 0.52 | 2.54 | 5.37 | 5.60 | 5.05 | — | — | — |
| 26. | Capitalmind Arbitrage FundCapitalmind Mutual Fund | ₹10.3159 | 0.64 | 2.56 | — | — | — | — | — | — |
| 27. | Franklin India Arbitrage FundFranklin Templeton Mutual Fund | ₹11.2389 | 0.63 | 3.01 | 6.28 | — | — | — | — | — |
| 28. | Groww Arbitrage FundGroww Mutual Fund | ₹10.2599 | 0.51 | — | — | — | — | — | — | — |
| 29. | Helios Arbitrage FundHelios Mutual Fund | ₹10.3000 | 0.59 | 2.59 | — | — | — | — | — | — |
| 30. | JioBlackRock Arbitrage FundJio BlackRock Mutual Fund | ₹10.0821 | 0.63 | — | — | — | — | — | — | — |
| 31. | Motilal Oswal Arbitrage FundMotilal Oswal Mutual Fund | ₹11.1549 | 0.57 | 2.70 | 5.93 | — | — | — | — | — |
| 32. | Old Bridge Arbitrage FundOld Bridge Mutual Fund | ₹10.5188 | 0.61 | 2.67 | — | — | — | — | — | — |
| 33. | Parag Parikh Arbitrage FundPPFAS Mutual Fund | ₹12.0873 | 0.55 | 2.88 | 6.02 | — | — | — | — | — |
| 34. | quant Arbitrage Fundquant Mutual Fund | ₹11.0548 | 0.59 | 3.28 | 6.80 | — | — | — | — | — |
| 35. | Samco Arbitrage FundSamco Mutual Fund | ₹10.7800 | 0.47 | 1.70 | 3.75 | — | — | — | — | — |
| 36. | The Wealth Company Arbitrage FundThe Wealth Company Mutual Fund | ₹10.5813 | 0.54 | 2.72 | 5.71 | — | — | — | — | — |
| 37. | TRUSTMF ARBITRAGE FUNDTrust Mutual Fund | ₹10.6369 | 0.58 | 2.68 | 5.58 | — | — | — | — | — |
| 38. | WhiteOak Capital Arbitrage FundWhiteOak Capital Mutual Fund | ₹11.4120 | 0.58 | 3.02 | 6.29 | — | — | — | — | — |
| Median: 38 schemes | — | 0.59 | 2.77 | 5.93 | 6.54 | 6.09 | — | — | — |
Detailed comparison with another fund About Arbitrage Funds
Sorted by 3-year return; tap a heading to sort. Expense ratio and fund size are from published scheme data ("—" = not available yet). Sorting by past returns is a way to explore data, not a ranking of which fund to choose.
Scheme details
- Fund house
- Old Bridge Mutual Fund
- Category
- Arbitrage Funds · Hybrid
- Plan / option
- Regular · IDCW (income distribution)
- AMFI scheme code
- 153980
- ISIN
- INF0S5R01109, INF0S5R01117
- Exit load & portfolio
- See the scheme's KIM and monthly factsheet on the fund house website.
About Arbitrage Funds
Arbitrage Funds earn from price differences between the cash and futures markets, with at least 65% in equity-related positions. Risk is generally low and returns are usually close to short-term debt; they are taxed as equity funds.
Generally used by investors parking money for a few months who are in a higher tax slab.
Other plans of this scheme
Tax on your gains
Likely tax treatment: Equity-oriented fund
- Held 12 months or less: short-term gain taxed at 20%.
- Held over 12 months: long-term gain taxed at 12.5% on gains above ₹1.25 lakh a year (the ₹1.25 lakh exemption covers all your equity funds and shares together).
- Dividends (IDCW option) are added to your income and taxed at your slab rate; the fund deducts 10% TDS when they exceed ₹10,000 in a year.
- Switching from one scheme or plan to another counts as selling and buying.
- Surcharge and 4% health and education cess apply on top of these rates.
| Fund type | Short-term | Long-term |
|---|---|---|
| Equity-oriented | 20% (up to 12 months) | 12.5% above ₹1.25 lakh |
| Debt-oriented (bought from Apr 2023) | Slab rate | Slab rate |
| Gold, international, other hybrid | Slab rate | 12.5% (after 12 or 24 months) |
Exit load, if any, is set out in the scheme's KIM. Tax rules change from time to time and depend on your situation; please confirm with your tax adviser. This is general information, not tax advice.
Questions about this scheme
What is the NAV of Old Bridge Arbitrage Fund today?
What returns has Old Bridge Arbitrage Fund given?
What is the expense ratio of Old Bridge Arbitrage Fund?
How risky is this fund?
What is the difference between Direct and Regular plans?
What are Arbitrage Funds?
How are gains from Old Bridge Arbitrage Fund taxed?
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