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Kotak Arbitrage Fund vs Tata 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.

  • Kotak Arbitrage Fund
  • Tata Arbitrage Fund
Kotak Arbitrage Fund compared with Tata Arbitrage Fund
FundKotak Mahindra Mutual FundKotak Arbitrage FundArbitrage Fund · Direct planNAV ₹43.32Tata Mutual FundTata Arbitrage FundArbitrage Fund · Direct planNAV ₹16.35
Returns
1 year6.9% (best of these funds)6.8%
3 yearsa year7.5% (best of these funds)7.5%
5 yearsa year6.9% (best of these funds)6.8%
10 yearsa year6.5%
Risk
Volatilitya year1.1%1% (best of these funds)
Worst fall−0.6% (best of these funds)−0.6%
Best year9% (best of these funds)8.8%
Worst year3.6%3.8% (best of these funds)
Years in gain100%100%
Cost and size
Expense ratio2.4%1.71% (best of these funds)
Fund size₹75,712 Cr₹24,950 Cr
Minimum SIP₹100 (best of these funds)₹150
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.