Bandhan Arbitrage Fund(G)-Direct Plan

Arbitrage Fund
1 Finance Score:84 /100
1 Finance Rank

This fund ranks 3rd out of 32 funds in its category.

03
AUM 7,955 Cr
Expense Ratio0.36%

Strengths and Weaknesses

thub-like

The fund has a strong track record of delivering high risk-adjusted returns.

thub-like

Limiting losses during market downturns is a key feature of this fund's risk management strategy.

thub-dislike

High expense ratio compared to its category average.

thub-dislike

Limited ability to outperform the benchmark.

thub-dislike

Under debt allocation, the fund holds low quality bonds and securities or maintains a concentrated portfolio.

thub-dislike

Within the debt allocation, the fund may experience the potential for lower returns due to its maintenance of a low Yield to Maturity (YTM).

Who should invest? 

Individuals seeking a short term investment option (3 months to 1 year) may find arbitrage funds suitable for their needs

Who should avoid? 

If you're looking for high-risk and longterm investments you should avoid arbitrage funds.

This analysis is updated as on March 2025.

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

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Did you know?

Hybrid funds invest in multiple asset classes, combining equities and debt, and sometimes even assets like gold and silver. This diversification renders them less volatile than pure equity funds.
Conservative investors frequently lean towards hybrid funds owing to their diminished volatility in comparison to pure equity funds.
Categories like the 'Balanced Advantage Fund' can adjust their equity and debt allocation according to market conditions, providing a high level of flexibility.
There exist six distinct categories of hybrid funds, each with unique investment strategies. Seeking qualified advice when venturing into these investments is advisable.