Arbitrage
A Tax-Efficient Approach to Short-Term Capital Management
A portfolio of arbitrage mutual funds that qualify for equity-oriented taxation, designed for short-term capital allocation.
About Arbitrage
Arbitrage invests exclusively in arbitrage mutual funds. We select funds through a rules-based process that evaluates fund size, consistency in capturing arbitrage spreads, and governance standards.
These funds qualify for equity-oriented taxation that offer better after-tax returns compared with conventional short-term debt options, particularly for investors in higher tax brackets.
Tax-Efficient Short-Term Investing
You have capital awaiting deployment and want a short-term allocation with equity-oriented tax treatment, particularly if you're in a higher tax bracket.
Moving Towards Lower-Risk Investments
You want to gradually shift your portfolio towards lower-risk investments, using arbitrage funds as an interim allocation while planning the transition.
Returns are contingent on the availability of price differentials in the market, periods of narrow spreads may result in compressed returns. Minor mark-to-market fluctuations can occur due to changes in futures premiums. This strategy is designed for capital preservation with a tax-efficient edge, not capital growth.
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Frequently Asked Questions
SEBI mandates a minimum investment of ₹50 Lakhs for all Capitalmind portfolio management services, including Arbitrage.
You'll receive a Monthly Fund Manager report, along with full visibility into your holdings at any time.
Yes. There is no lock-in and no exit load. You can redeem your holdings at any time, subject to standard settlement timelines.
Yes, Capitalmind Portfolio Managers is a SEBI-registered portfolio management service.