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SmartFigure

Two funds walk into a table. Only the numbers talk.

Capitalmind Arbitrage Fund vs Invesco India Arbitrage Fund

Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.

  • Capitalmind Arbitrage Fund
  • Invesco India Arbitrage Fund

The short version

Who comes out ahead on each measure.

  • Smoother ride

    BInvesco India Arbitrage Fund

    Invesco India Arbitrage Fund swung the least: about 1.1% a year either way, against 2% for Capitalmind Arbitrage Fund. Lower means fewer scary days.

  • Costs less

    ACapitalmind Arbitrage Fund

    Capitalmind Arbitrage Fund charges 1.15% a year, against 2.25% for Invesco India Arbitrage Fund. On ₹1 lakh that's ₹1,150 a year against ₹2,250, taken quietly from the NAV.

What your money would have become

The same amount, put into each fund on the same day.

Not enough shared history to chart these funds together yet.

Strengths and watch-outs

Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.

ACapitalmind Arbitrage Fund

  • Watch out: Swings more than most funds in its category
  • Watch out: Small fund (₹23 Cr), often newer or less tested
  • Watch out: Less than 3 years of history, too short to judge

BInvesco India Arbitrage Fund

  • Strength: In the top quarter of its category over 5 years (#1 of 20)
  • Strength: Beat a 5-year SBI FD: 7.2% a year over 5 years, against 6.05%
  • Strength: Swings less than most funds in its category
  • Watch out: High cost: 2.25% a year

All the numbers

The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.

Capitalmind Arbitrage Fund compared with Invesco India Arbitrage Fund
MeasureACapitalmind Arbitrage FundBInvesco India Arbitrage Fund
ReturnsHow much the fund grew. Beyond a year, this is per year (annualised).
1 yearLast 12 months, the most noisy figure–6.8%#5 of 33 · avg 6.6%
3 yearsPer year, over a full market mood swing–7.4%#1 of 26 · avg 7.2%
5 yearsPer year, the fairest single test–7.2%#1 of 20 · avg 6.7%
10 yearsPer year, across bull and bear markets–6.5%#3 of 12 · avg 6.3%
RiskHow bumpy the ride was. This is what decides whether you stay invested.
Ups and downsVolatility: how far it swings in a typical year. Lower is calmer2%category avg 1.3%1.1%Bestcategory avg 1.3%
Worst fallThe biggest drop from a peak in 10 years. Lower is better−0.6%data from 20 Mar 2026 only−0.5%category avg −0.5%
Best 12 monthsIts strongest year–8.9%
Worst 12 monthsIts weakest year–3.6%
Odds of a gainShare of all 1-year holding periods that ended in profit–100%
Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not.
Expense ratioYearly fee. Lower keeps more for you1.15%Best2.25%
Fund sizeMoney managed (AUM). Neither better nor worse₹23 Cr₹30,396 Cr
Minimum SIPSmallest monthly amount₹1,000₹500Best
Lock-inTime before you can withdrawNoneNone

“Best” is not a recommendation: a fund that returned more usually took more risk to do it.

Which one fits you?

There is no best fund, only a better fit for what you need the money to do.

ACapitalmind Arbitrage Fund

Might suit you if…

  • you care about keeping costs low, which adds up over decades

BInvesco India Arbitrage Fund

Might suit you if…

  • a smoother ride matters more to you than the top return