Arbitrage mutual funds offer attractive after-tax returns for investments held over a year, taxed at 12.5% like equity funds. These funds exploit price differences between cash and derivatives markets, with volatility potentially boosting opportunities. They are suitable for investors not wanting to time interest rates.

Discover how arbitrage funds can complement passive investments to optimize returns, while minimizing risks compared to traditional active funds.

Arbitrage mutual funds offer attractive after-tax returns for investments held over a year, taxed at 12.5% like equity funds. These funds exploit price differences between cash…