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NAVs as of 20 Aug 2026
Growth of ₹100 (rebased over the selected window)
Not enough overlapping history to chart these funds over this window.
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
| Overlap | BANDHAN Arbitrage Fund - Plan B | Tata Arbitrage Fund | Kotak Arbitrage Fund | Invesco India Arbitrage Fund |
|---|---|---|---|---|
| BANDHAN Arbitrage Fund - Plan B | ||||
| Tata Arbitrage Fund | ||||
| Kotak Arbitrage Fund | ||||
| Invesco India Arbitrage Fund |
BANDHAN Arbitrage Fund - Plan B and Tata Arbitrage Fund duplicate 71% of their equity book — holding both adds concentration, not diversification.
Shared holdings — BANDHAN Arbitrage Fund - Plan B vs Tata Arbitrage Fund
| Stock | BANDHAN Arbitrage Fund - Plan B | Tata Arbitrage Fund | |
|---|---|---|---|
| HDFC Bank Ltd | 6.07% | 12.05% | 6.07% |
| Reliance Industries Ltd | 3.06% | 3.80% | 3.06% |
| ICICI Bank Ltd | 2.45% | 2.65% | 2.45% |
| Vodafone Idea Ltd | 4.09% | 2.37% | 2.37% |
| JSW Steel Ltd | 2.22% | 2.08% | 2.08% |
| Jio Financial Services Limited | 2.41% | 1.95% | 1.95% |
| Bajaj Finance Ltd | 2.06% | 1.86% | 1.86% |
| Kotak Mahindra Bank Ltd | 2.61% | 1.62% | 1.62% |
| State Bank of India | 1.68% | 1.61% | 1.61% |
| Bharat Electronics Ltd | 1.45% | 1.67% | 1.45% |
| Canara Bank | 1.40% | 1.50% | 1.40% |
| TVS Motor Company Ltd | 1.36% | 1.98% | 1.36% |
| Zomato Ltd | 1.28% | 1.76% | 1.28% |
| Hindustan Unilever Ltd | 1.22% | 1.58% | 1.22% |
| Adani Transmission Ltd | 1.18% | 1.40% | 1.18% |
127 more stocks in common. 142 shared of 160 / 154 positions. Weights are shown as a share of each fund's equity book.
| Metric | Bandhan · Regular NAV ₹21.25 Moderately High risk Unrated | Tata · Direct NAV ₹16.27 Moderately High risk ★★★★☆ | Kotak Mahindra · Direct NAV ₹43.07 Moderately High risk ★★★★☆ | Invesco · Direct NAV ₹37.14 Moderately High risk ★★★★★ |
|---|---|---|---|---|
| — | +6.71% | +6.64% | +6.70% | |
| — | +7.55% | +7.55% | +7.52% | |
| — | +6.78% | +6.86% | +6.97%Best in row | |
| — | — | +6.48% | +6.47% | |
| — | +6.56% | +7.08%Best in row | +6.95% | |
| -6.89% | +7.29% | +7.30% | +7.35% | |
| +8.00%Best in row | +6.37% | +6.74% | +6.67% | |
| +8.11%Best in row | +6.38% | +6.50% | +6.44% | |
| — | — | +6.64% | +6.58% | |
| Risk | ||||
| — | 0.92% | 0.99% | 0.97% | |
| — | 1.14Best in row | 1.05 | 1.06 | |
| — | 1.79Best in row | 1.64 | 1.64 | |
| -29.97% | -0.57% | -0.57% | -0.52% | |
| 1.67%Best in row | 1.70% | 2.40% | 2.31% | |
| ₹8,190Cr | ₹22,684Cr | ₹70,783Cr | ₹27,818Cr | |
| 0.25% | 0.25% | Up to 0.25% | 0.50% | |
| ₹100 | ₹150 | ₹100 | ₹500 | |
| ₹100 | ₹5.00K | ₹100 | ₹1.00K | |
| 168% | 1312% | 402% | 455% | |
| Harshal Joshi · 9.8y | Sailesh Jain · 7.7y | Hiten Shah | Deepak Gupta · 4.8y | |
| 02 Jun 2008 | 19 Dec 2018 | 07 Jan 2013 | 02 Jan 2013 | |
| 160 | 154 | 176 | 175 | |
| 21.2% | 21.9% | 19.7% | 22.3% | |
| 75.7% | 68.8% | 73.8% | 77.4% | |
6 rows carry the same value for every fund — show
- Benchmark
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- Alpha
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- Beta
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- Upside capture
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- Downside capture
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- Lock-in
- None
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.