Nippon India Arbitrage Fund - Growth Plan - Growth Option vs Kotak Arbitrage Fund - Growth: Which has better AUM growth?

Nippon India Arbitrage Fund - Growth Plan - Growth Option has Rs 16393.17 crore in AUM and Kotak Arbitrage Fund - Growth has Rs 72153.44 crore. A larger, growing AUM shows that investors trust the fund and indicates stability.

Nippon India Arbitrage Fund - Growth Plan - Growth Option or Kotak Arbitrage Fund - Growth: Which beats its benchmark more consistently?

Nippon India Arbitrage Fund - Growth Plan - Growth Option has outperformed the benchmark more consistently with an average of 4.81% over 5 years than Kotak Arbitrage Fund - Growth with 4.94%. Kotak Arbitrage Fund - Growth has performed better against its benchmark.

Nippon India Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

Compare Up to 4 FundsFree Analysis

Nippon India Arbitrage Fund - Growth Plan - Growth Option

Arbitrage Fundsvery low Risk

Kotak Arbitrage Fund - Growth

Arbitrage Fundsvery low Risk

Our Verdict

Detailed analysis of historical returns and portfolio quality for smart mutual fund choices.

Returns (5Y)

5.82 %

Expense Ratio

1.07 %

The trade-off:

Verdict Lock

Returns (5Y)

6.09 %

Expense Ratio

1.04 %

The trade-off:

Verdict Lock

Fund Performance Track

Comprehensive breakdown of returns, risk, and portfolio quality.

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METRICS

Kotak Arbitrage Fund - Growth

Nippon India Arbitrage Fund - Growth Plan - Growth Option

Basic Overview

Current NAV

₹ 38.77

₹ 27.44

Benchmark

Nifty 50 Arbitrage Index

Fund Size (AUM)

₹72153 Cr

₹16393 Cr

Expense Ratio

1.04%

1.07%

Launch Date

29 Sep 2005

14 Oct 2010

SIP Returns

1 Year Return

4.86%

4.81%

3 Year Return

6.47%

6.23%

5 Year Return

6.43%

6.16%

Since Inception

7.2%

5.9%

Trailing Returns

1 Month Return

0.65%

0.62%

3 Month Return

2.97%

2.95%

1 Year Return

6.41%

6.23%

3 Year Return

7.22%

6.91%

5 Year Return

6.09%

5.82%

Rolling Returns

1 Year Return

3 Year Return

5 Year Return

Risk Metrics (Standard)

Alpha

0.31

0.16

Beta

0.57

0.48

Sharpe Ratio

2.45

2.02

Standard Deviation

0.7

0.65

Investment & Taxes

Min SIP Amount

₹ 100

Min Lumpsum

₹ 100

₹ 5,000

Exit Load

Kotak Equity Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Nippon India Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Taxation

As per Equity rules

Portfolio Market Cap

Portfolio Sectors

Advanced Investor Insights

Go deeper than returns, see how these funds hold up in market crashes, downturns and challenging economic times.

Defense ScoreAbility to resist market falls

Kotak Arbitrage Fund - Growth3 /100

Outstanding protection during market downturns.

Nippon India Arbitrage Fund - Growth Plan - Growth Option3 /100

More vulnerable during market declines.

Kotak Arbitrage Fund - Growth3 /100

Outstanding protection during market downturns.

Nippon India Arbitrage Fund - Growth Plan - Growth Option3 /100

More vulnerable during market declines.

Worst CaseMax loss in a single year (Since Inception)

Kotak Arbitrage Fund - Growth0.0%

Nippon India Arbitrage Fund - Growth Plan - Growth Option0.0%

Note: This shows the biggest drop the fund has ever seen in a calendar year. High returns often come with bigger drops.

Recovery SpeedHow fast it bounces back

Kotak Arbitrage Fund - Growthslow

Nippon India Arbitrage Fund - Growth Plan - Growth Optionslow

Pro Tip: Funds with "Excellent" recovery are better for short-term goals, as you're less likely to be stuck in a loss when you need money.

Unlock Risk Analysis

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Annual Performance History

Track mutual fund yearly performance, benchmark comparisons and peer rankings to spot consistency for smart investment choices.

Little Investments, Big Wins

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MONTHLY INVESTMENT

₹

₹ 50k

TENURE

Years

Projected Wealth

Investment Amount : ₹ 50,000

Tenure : 5 Yrs.

₹0+0.00%

Premium Fund Performance Hidden

₹0+0.00%

Unlock to view SIP projections

₹0+0.00%

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₹0+0.00%

Note: All returns displayed are calculated on an annualized basis.

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3Y Returns : 6.53% (p.a.)

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Everything You Need To Know To Get Started With Confidence

Nippon India Arbitrage Fund - Growth Plan - Growth Option had a 5-year average annual growth rate of 5.82%, while Kotak Arbitrage Fund - Growth's was 6.09%. Kotak Arbitrage Fund - Growth is better for long-term growth.