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JM Arbitrage Fund vs Kotak Arbitrage Fund

Put two or three funds side by side — returns, risk, what they cost and what they actually hold. Figures are for the Direct plan, Growth option, where a fund has one.

  • JM Arbitrage Fund
  • Kotak Arbitrage Fund
JM Arbitrage Fund compared with Kotak Arbitrage Fund
FundJM Financial Mutual FundJM Arbitrage FundArbitrage Fund · Direct planNAV ₹37.4Kotak Mahindra Mutual FundKotak Arbitrage FundArbitrage Fund · Direct planNAV ₹43.32
Returns
1 year6.3%6.9% (best of these funds)
3 yearsa year7%7.5% (best of these funds)
5 yearsa year6.4%6.9% (best of these funds)
10 yearsa year5.6%6.5% (best of these funds)
Risk
Volatilitya year1.1%1.1% (best of these funds)
Worst fall−0.5% (best of these funds)−0.6%
Best year8.4%9% (best of these funds)
Worst year2%3.6% (best of these funds)
Years in gain100%100%
Cost and size
Expense ratio1.47% (best of these funds)2.4%
Fund size₹482 Cr₹75,712 Cr
Minimum SIP₹1,000₹100 (best of these funds)
Lock-inNoneNone

Returns beyond a year are annualised. The stronger figure in each row is marked, which is not a recommendation: a fund that returned more usually took more risk to do it.

Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.