Arbitrage funds, side by side
10 Arbitrage funds with a complete record, in alphabetical order. Every figure is the fund's own, from AMFI and the fund house. This page ranks nothing and recommends nothing.
The funds
| Fund | 3 years, a year | 5 years, a year | Expense ratio | Worst fall | ₹1 lakh after 5 years, after tax | Fund size |
|---|---|---|---|---|---|---|
| Axis Arbitrage FundAxis Mutual Fund | +7.4% | +6.8% | 1.41% | -0.6% | ₹1,34,087 | ₹10,594 cr |
| DSP Arbitrage fundDSP Mutual Fund | +7.3% | +6.7% | 1.17% | -0.6% | ₹1,33,016 | ₹6,673 cr |
| HDFC Arbitrage FundHDFC Mutual Fund | +7.3% | +6.7% | 1.50% | -0.7% | ₹1,33,251 | ₹25,509 cr |
| Kotak Arbitrage FundKotak Mahindra Mutual Fund | +7.5% | +7.0% | 2.32% | -0.6% | ₹1,34,748 | ₹75,842 cr |
| Mirae Asset Arbitrage FundMirae Asset Mutual Fund | +7.4% | +6.8% | 2.57% | -0.4% | ₹1,33,686 | ₹3,685 cr |
| Nippon India Arbitrage FundNippon India Mutual Fund | +7.4% | +6.8% | 1.34% | -0.6% | ₹1,33,930 | ₹17,533 cr |
| Parag Parikh Arbitrage FundPPFAS Mutual Fund | — | — | 0.99% | -0.6% | — | ₹2,799 cr |
| SBI Arbitrage FundSBI Mutual Fund | +7.3% | +6.9% | 1.48% | -0.7% | ₹1,34,278 | ₹47,283 cr |
| Tata Arbitrage FundTata Mutual Fund | +7.5% | +6.9% | 1.61% | -0.6% | ₹1,34,243 | ₹24,950 cr |
| UTI - Arbitrage FundUTI Mutual Fund | +7.4% | +6.7% | 1.25% | -0.7% | ₹1,33,408 | ₹3,629 cr |
The spread
How far these funds differ.
The lowest and highest figure in each column. The spread says how much the choice within a category matters; it does not say which fund to choose.
Expense ratio, Direct plan0.99% to 2.57%lowest to highest
Return a year over 5 years+6.7% to +7.0%lowest to highest
Worst fall from a peak-0.7% to -0.4%lowest to highest
Reading the table
What each column is.
- Returns. The yearly rate the Direct plan grew at over three and five years to the NAV date. Past returns do not tell you what the next five years will bring. How returns are computed
- Expense ratio. What the fund charges each year, taken from the fund's value before returns are reported. Where it comes from
- Worst fall. The largest drop from a peak to the low that followed, since 2015. How a fall is measured
- After tax. What an investor would have kept, on stated assumptions. Your own tax depends on your other gains and income.
- Fund size. The fund's net assets, from the fund house's monthly statement.
More
Other categories.
Investment research and financial education: historical analysis and scenario arithmetic from published data, not investment advice and not a recommendation to buy, sell or hold any scheme. Past performance does not indicate future returns. Mutual fund investments are subject to market risk; read the scheme documents. Nothing you type is stored or sent anywhere.