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| Fund Name | Category Rank | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
|---|---|---|---|---|---|---|---|---|---|
|
Uti Arbitrage Fund |
1 | The Uti Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 58% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. | 6.90% | 4.77% | -0.05% | 0.00% | -4.25 | -0.79 | 0.39 |
|
Tata Arbitrage Fund |
2 | The Tata Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 29% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 6.84% | 4.73% | -0.06% | 0.00% | -4.32 | -0.79 | 0.40 |
|
Mirae Asset Arbitrage Fund |
3 | The Mirae Asset Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 6.78% | 4.64% | -0.02% | 0.00% | -4.35 | -0.79 | 0.39 |
|
Idfc Arbitrage Fund |
4 | The Idfc Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has first performance parameter that is in bottom quartile. | 6.92% | 4.68% | -0.10% | 0.00% | -4.30 | -0.79 | 0.41 |
|
Icici Prudential Equity - Arbitrage Fund |
5 | The Icici Prudential Equity - Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 47% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. | 6.96% | 4.83% | -0.10% | 0.00% | -4.13 | -0.78 | 0.41 |
|
Nippon India Arbitrage Fund |
6 | The Nippon India Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 11% of the KPIs that are in bottom quartile. | 6.79% | 4.76% | -0.11% | 0.00% | -4.39 | -0.79 | 0.41 |
|
Edelweiss Arbitrage Fund |
7 | The Edelweiss Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. | 6.97% | 4.86% | -0.11% | 0.00% | -4.06 | -0.77 | 0.41 |
|
Invesco India Arbitrage Fund |
8 | The Invesco India Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. | 7.28% | 5.04% | -0.07% | 0.00% | -3.65 | -0.74 | 0.40 |
|
Dsp Arbitrage Fund |
9 | The Dsp Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. | 6.98% | 4.61% | -0.09% | 0.00% | -4.24 | -0.79 | 0.39 |
|
Union Arbitrage Fund |
10 | The Union Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 18% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 12% of the KPIs that are in bottom quartile. | 6.78% | 4.51% | -0.07% | 0.00% | -4.44 | -0.80 | 0.39 |
|
Aditya Birla Sun Life Arbitrage Fund |
11 | The Aditya Birla Sun Life Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. | 6.86% | 4.74% | -0.13% | 0.00% | -4.25 | -0.78 | 0.42 |
|
Kotak Equity Arbitrage Fund |
12 | The Kotak Equity Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has 14<sup>th</sup> KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 16% of the KPIs that are in bottom quartile. | 7.14% | 5.02% | -0.12% | 0.00% | -3.67 | -0.74 | 0.42 |
|
Sbi Arbitrage Opportunities Fund |
13 | The Sbi Arbitrage Opportunities Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 53% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has fifth KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. | 7.34% | 5.04% | -0.13% | 0.00% | -3.36 | -0.71 | 0.39 |
|
Pgim India Arbitrage Fund |
14 | The Pgim India Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has 11<sup>th</sup> KPIs that are in bottom quartile. The fund has 58% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.35% | 4.45% | -0.08% | 0.00% | -4.62 | -0.81 | 0.38 |
|
Axis Arbitrage Fund |
15 | The Axis Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 21% of the KPIs that are in bottom quartile. | 6.58% | 4.70% | -0.12% | 0.00% | -4.34 | -0.79 | 0.42 |
|
Hdfc Arbitrage Fund |
16 | The Hdfc Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has ninth KPIs that are in bottom quartile. The fund has 47% of the KPIs that are in bottom quartile. | 6.51% | 4.52% | -0.14% | 0.00% | -4.50 | -0.80 | 0.42 |
|
Jm Arbitrage Fund |
17 | The Jm Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 79% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.45% | 4.14% | -0.16% | 0.00% | -5.12 | -0.84 | 0.41 |
|
Bank Of India Arbitrage Fund |
18 | The Bank Of India Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 16% of the KPIs that are in top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 79% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.85% | 3.48% | -0.10% | -0.13% | -6.23 | -0.88 | 0.39 |
|
Indiabulls Arbitrage Fund |
19 | The Indiabulls Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has second KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has 16<sup>th</sup> KPIs that are in bottom quartile. The fund has 84% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 4.98% | 3.16% | -0.17% | -0.33% | -6.54 | -0.89 | 0.40 |
|
Iti Arbitrage Fund |
20 | The Iti Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 12<sup>th</sup> KPIs that are in bottom quartile. The fund has 71% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 5.36% | 3.38% | -0.12% | -0.28% | -6.19 | -0.88 | 0.40 |
|
Lic Mf Arbitrage Fund |
21 | The Lic Mf Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 24<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 12<sup>th</sup> KPIs that are in bottom quartile. The fund has 71% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 6.45% | 4.38% | -0.18% | -0.07% | -4.55 | -0.80 | 0.40 |
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Arbitrage Fund |
0.14
|
8 |
0.20
|
7 |
0.66
|
11 |
1.93
|
7 |
3.88
|
9 |
6.86
|
10 |
4.74
|
8 |
5.02
|
8 |
| Baroda BNP Paribas Arbitrage Fund |
0.13
|
12 |
0.27
|
1 |
0.66
|
14 |
2.03
|
1 |
3.97
|
3 |
6.88
|
9 |
|
|
||
| Bank Of India Arbitrage Fund |
0.12
|
19 |
0.18
|
18 |
0.59
|
23 |
1.69
|
22 |
3.41
|
22 |
5.85
|
21 |
3.48
|
20 |
3.92
|
15 |
| DSP Arbitrage Fund |
0.15
|
4 |
0.20
|
10 |
0.67
|
10 |
1.89
|
12 |
3.87
|
10 |
6.98
|
4 |
4.61
|
13 |
4.96
|
10 |
| Edelweiss Arbitrage Fund |
0.14
|
7 |
0.21
|
6 |
0.69
|
5 |
1.95
|
6 |
3.91
|
6 |
6.97
|
5 |
4.86
|
4 |
5.17
|
2 |
| HDFC Arbitrage Fund |
0.11
|
22 |
0.18
|
20 |
0.66
|
12 |
1.90
|
10 |
3.46
|
21 |
6.51
|
17 |
4.52
|
14 |
4.70
|
12 |
| ICICI Prudential Equity - Arbitrage Fund |
0.14
|
11 |
0.19
|
12 |
0.70
|
4 |
1.97
|
3 |
3.90
|
7 |
6.96
|
6 |
4.83
|
5 |
5.05
|
7 |
| IDFC Arbitrage Fund |
0.12
|
18 |
0.19
|
13 |
0.68
|
7 |
1.86
|
15 |
3.85
|
11 |
6.92
|
7 |
4.68
|
11 |
4.91
|
11 |
| Indiabulls Arbitrage Fund |
0.12
|
15 |
0.15
|
23 |
0.45
|
24 |
1.26
|
24 |
2.63
|
24 |
4.98
|
24 |
3.16
|
22 |
3.82
|
16 |
| Invesco India Arbitrage Fund |
0.14
|
9 |
0.21
|
4 |
0.67
|
9 |
1.96
|
4 |
3.93
|
4 |
7.28
|
2 |
5.04
|
2 |
5.14
|
3 |
| ITI Arbitrage Fund |
0.12
|
16 |
0.18
|
19 |
0.59
|
21 |
1.78
|
20 |
3.66
|
17 |
5.36
|
23 |
3.38
|
21 |
|
|
| JM Arbitrage Fund |
0.16
|
3 |
0.20
|
11 |
0.65
|
18 |
1.85
|
17 |
3.59
|
19 |
6.45
|
19 |
4.14
|
18 |
4.18
|
14 |
| Kotak Equity Arbitrage Fund |
0.15
|
5 |
0.22
|
2 |
0.71
|
2 |
1.98
|
2 |
4.03
|
2 |
7.14
|
3 |
5.02
|
3 |
5.20
|
1 |
| LIC Mf Arbitrage Fund |
0.09
|
24 |
0.17
|
21 |
0.65
|
15 |
1.85
|
16 |
3.63
|
18 |
6.45
|
18 |
4.38
|
17 |
|
|
| Mahindra Manulife Arbitrage Yojana |
0.12
|
20 |
0.14
|
24 |
0.59
|
22 |
1.44
|
23 |
3.11
|
23 |
5.51
|
22 |
3.68
|
19 |
|
|
| Mirae Asset Arbitrage Fund |
0.16
|
1 |
0.20
|
8 |
0.72
|
1 |
1.88
|
14 |
3.84
|
12 |
6.78
|
14 |
4.64
|
12 |
|
|
| Nippon India Arbitrage Fund |
0.13
|
13 |
0.19
|
14 |
0.65
|
19 |
1.88
|
13 |
3.84
|
13 |
6.79
|
12 |
4.76
|
7 |
5.07
|
5 |
| SBI Arbitrage Opportunities Fund |
0.15
|
6 |
0.21
|
5 |
0.66
|
13 |
1.93
|
8 |
4.10
|
1 |
7.34
|
1 |
5.04
|
1 |
5.05
|
6 |
| Sundaram Arbitrage Fund |
0.10
|
23 |
0.18
|
16 |
0.62
|
20 |
1.78
|
19 |
3.69
|
16 |
6.56
|
16 |
|
|
||
| Tata Arbitrage Fund |
0.12
|
17 |
0.18
|
15 |
0.65
|
16 |
1.89
|
11 |
3.80
|
14 |
6.84
|
11 |
4.73
|
9 |
|
|
| Union Arbitrage Fund |
0.16
|
2 |
0.22
|
3 |
0.70
|
3 |
1.91
|
9 |
3.89
|
8 |
6.78
|
13 |
4.51
|
15 |
|
|
| UTI Arbitrage Fund |
0.14
|
10 |
0.20
|
9 |
0.69
|
6 |
1.96
|
5 |
3.91
|
5 |
6.90
|
8 |
4.77
|
6 |
5.09
|
4 |
| PGIM India Arbitrage Fund |
0.13
|
14 |
0.18
|
17 |
0.68
|
8 |
1.72
|
21 |
3.58
|
20 |
6.35
|
20 |
4.45
|
16 |
4.68
|
13 |
| Axis Arbitrage Fund |
0.11
|
21 |
0.16
|
22 |
0.65
|
17 |
1.82
|
18 |
3.72
|
15 |
6.58
|
15 |
4.70
|
10 |
4.97
|
9 |
| Fund Name | 1 Day | 1 Week | 1 Month | 3 Months | 6 Months | 1 Year | 3 Years | 5 Years | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Arbitrage Fund |
0.14
|
8 |
0.20
|
7 |
0.66
|
11 |
1.93
|
7 |
3.88
|
9 |
6.86
|
10 |
4.74
|
8 |
5.02
|
8 |
| Baroda BNP Paribas Arbitrage Fund |
0.13
|
12 |
0.27
|
1 |
0.66
|
14 |
2.03
|
1 |
3.97
|
3 |
6.88
|
9 |
|
|
||
| Bank Of India Arbitrage Fund |
0.12
|
19 |
0.18
|
18 |
0.59
|
23 |
1.69
|
22 |
3.41
|
22 |
5.85
|
21 |
3.48
|
20 |
3.92
|
15 |
| DSP Arbitrage Fund |
0.15
|
4 |
0.20
|
10 |
0.67
|
10 |
1.89
|
12 |
3.87
|
10 |
6.98
|
4 |
4.61
|
13 |
4.96
|
10 |
| Edelweiss Arbitrage Fund |
0.14
|
7 |
0.21
|
6 |
0.69
|
5 |
1.95
|
6 |
3.91
|
6 |
6.97
|
5 |
4.86
|
4 |
5.17
|
2 |
| HDFC Arbitrage Fund |
0.11
|
22 |
0.18
|
20 |
0.66
|
12 |
1.90
|
10 |
3.46
|
21 |
6.51
|
17 |
4.52
|
14 |
4.70
|
12 |
| ICICI Prudential Equity - Arbitrage Fund |
0.14
|
11 |
0.19
|
12 |
0.70
|
4 |
1.97
|
3 |
3.90
|
7 |
6.96
|
6 |
4.83
|
5 |
5.05
|
7 |
| IDFC Arbitrage Fund |
0.12
|
18 |
0.19
|
13 |
0.68
|
7 |
1.86
|
15 |
3.85
|
11 |
6.92
|
7 |
4.68
|
11 |
4.91
|
11 |
| Indiabulls Arbitrage Fund |
0.12
|
15 |
0.15
|
23 |
0.45
|
24 |
1.26
|
24 |
2.63
|
24 |
4.98
|
24 |
3.16
|
22 |
3.82
|
16 |
| Invesco India Arbitrage Fund |
0.14
|
9 |
0.21
|
4 |
0.67
|
9 |
1.96
|
4 |
3.93
|
4 |
7.28
|
2 |
5.04
|
2 |
5.14
|
3 |
| ITI Arbitrage Fund |
0.12
|
16 |
0.18
|
19 |
0.59
|
21 |
1.78
|
20 |
3.66
|
17 |
5.36
|
23 |
3.38
|
21 |
|
|
| JM Arbitrage Fund |
0.16
|
3 |
0.20
|
11 |
0.65
|
18 |
1.85
|
17 |
3.59
|
19 |
6.45
|
19 |
4.14
|
18 |
4.18
|
14 |
| Kotak Equity Arbitrage Fund |
0.15
|
5 |
0.22
|
2 |
0.71
|
2 |
1.98
|
2 |
4.03
|
2 |
7.14
|
3 |
5.02
|
3 |
5.20
|
1 |
| LIC Mf Arbitrage Fund |
0.09
|
24 |
0.17
|
21 |
0.65
|
15 |
1.85
|
16 |
3.63
|
18 |
6.45
|
18 |
4.38
|
17 |
|
|
| Mahindra Manulife Arbitrage Yojana |
0.12
|
20 |
0.14
|
24 |
0.59
|
22 |
1.44
|
23 |
3.11
|
23 |
5.51
|
22 |
3.68
|
19 |
|
|
| Mirae Asset Arbitrage Fund |
0.16
|
1 |
0.20
|
8 |
0.72
|
1 |
1.88
|
14 |
3.84
|
12 |
6.78
|
14 |
4.64
|
12 |
|
|
| Nippon India Arbitrage Fund |
0.13
|
13 |
0.19
|
14 |
0.65
|
19 |
1.88
|
13 |
3.84
|
13 |
6.79
|
12 |
4.76
|
7 |
5.07
|
5 |
| SBI Arbitrage Opportunities Fund |
0.15
|
6 |
0.21
|
5 |
0.66
|
13 |
1.93
|
8 |
4.10
|
1 |
7.34
|
1 |
5.04
|
1 |
5.05
|
6 |
| Sundaram Arbitrage Fund |
0.10
|
23 |
0.18
|
16 |
0.62
|
20 |
1.78
|
19 |
3.69
|
16 |
6.56
|
16 |
|
|
||
| Tata Arbitrage Fund |
0.12
|
17 |
0.18
|
15 |
0.65
|
16 |
1.89
|
11 |
3.80
|
14 |
6.84
|
11 |
4.73
|
9 |
|
|
| Union Arbitrage Fund |
0.16
|
2 |
0.22
|
3 |
0.70
|
3 |
1.91
|
9 |
3.89
|
8 |
6.78
|
13 |
4.51
|
15 |
|
|
| UTI Arbitrage Fund |
0.14
|
10 |
0.20
|
9 |
0.69
|
6 |
1.96
|
5 |
3.91
|
5 |
6.90
|
8 |
4.77
|
6 |
5.09
|
4 |
| PGIM India Arbitrage Fund |
0.13
|
14 |
0.18
|
17 |
0.68
|
8 |
1.72
|
21 |
3.58
|
20 |
6.35
|
20 |
4.45
|
16 |
4.68
|
13 |
| Axis Arbitrage Fund |
0.11
|
21 |
0.16
|
22 |
0.65
|
17 |
1.82
|
18 |
3.72
|
15 |
6.58
|
15 |
4.70
|
10 |
4.97
|
9 |
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Arbitrage Fund |
0.57
|
10 |
1.70
|
7 |
3.00
|
10 |
3.99
|
9 |
4.37
|
7 |
| Axis Arbitrage Fund |
0.55
|
16 |
1.63
|
15 |
2.91
|
18 |
4.10
|
4 |
4.39
|
6 |
| Boi Axa Arbitrage Fund |
0.50
|
21 |
1.45
|
20 |
2.50
|
21 |
2.47
|
22 |
3.09
|
16 |
| Dsp Arbitrage Fund |
0.57
|
5 |
1.72
|
4 |
3.13
|
4 |
3.62
|
17 |
4.18
|
10 |
| Edelweiss Arbitrage Fund |
0.58
|
4 |
1.71
|
5 |
3.09
|
5 |
4.02
|
5 |
4.53
|
1 |
| Hdfc Arbitrage Fund |
0.54
|
18 |
1.45
|
21 |
2.99
|
12 |
3.69
|
15 |
4.01
|
13 |
| Icici Prudential Equity - Arbitrage Fund |
0.57
|
9 |
1.68
|
9 |
3.05
|
7 |
4.01
|
6 |
4.37
|
8 |
| Idfc Arbitrage Fund |
0.57
|
8 |
1.69
|
8 |
3.07
|
6 |
3.72
|
12 |
4.12
|
11 |
| Indiabulls Arbitrage Fund |
0.41
|
24 |
1.17
|
24 |
2.40
|
23 |
2.54
|
20 |
3.28
|
14 |
| Invesco India Arbitrage Fund |
0.60
|
2 |
1.75
|
3 |
3.36
|
1 |
4.32
|
1 |
4.44
|
3 |
| Iti Arbitrage Fund |
0.47
|
22 |
1.20
|
23 |
1.86
|
24 |
2.50
|
21 |
|
|
| Jm Arbitrage Fund |
0.54
|
19 |
1.55
|
18 |
2.97
|
14 |
3.35
|
18 |
3.27
|
15 |
| Kotak Equity Arbitrage Fund |
0.59
|
3 |
1.77
|
2 |
3.18
|
3 |
4.14
|
3 |
4.52
|
2 |
| Nippon India Arbitrage Fund |
0.56
|
11 |
1.66
|
13 |
2.97
|
15 |
3.99
|
8 |
4.41
|
5 |
| Pgim India Arbitrage Fund |
0.52
|
20 |
1.54
|
19 |
2.85
|
20 |
3.70
|
14 |
4.12
|
12 |
| Sbi Arbitrage Opportunities Fund |
0.60
|
1 |
1.80
|
1 |
3.26
|
2 |
4.22
|
2 |
4.23
|
9 |
| Tata Arbitrage Fund |
0.55
|
13 |
1.67
|
11 |
3.01
|
8 |
3.91
|
10 |
|
|
| Union Arbitrage Fund |
0.55
|
14 |
1.65
|
14 |
2.94
|
16 |
3.81
|
11 |
|
|
| Uti Arbitrage Fund |
0.57
|
6 |
1.70
|
6 |
3.01
|
9 |
4.00
|
7 |
4.44
|
4 |
| Lic Mf Arbitrage Fund |
0.55
|
17 |
1.59
|
17 |
2.87
|
19 |
3.62
|
16 |
|
|
| Mirae Asset Arbitrage Fund |
0.56
|
12 |
1.66
|
12 |
3.00
|
11 |
3.71
|
13 |
|
|
| Mahindra Manulife Arbitrage Yojana |
0.46
|
23 |
1.33
|
22 |
2.46
|
22 |
2.95
|
19 |
|
|
| Baroda Bnp Paribas Arbitrage Fund |
0.57
|
7 |
1.68
|
10 |
2.92
|
17 |
|
|
||
| Sundaram Arbitrage Fund |
0.55
|
15 |
1.61
|
16 |
2.97
|
13 |
|
|
||
| Fund Name | 1 Month Median Return | 3 Month Median Return | 6 Month Median Return | 1 Year Median Return | 3 Year Median Return | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Aditya Birla Sun Life Arbitrage Fund |
0.63
|
7 |
1.87
|
8 |
3.36
|
11 |
4.68
|
8 |
5.03
|
6 |
| Axis Arbitrage Fund |
0.61
|
15 |
1.81
|
15 |
3.28
|
15 |
4.88
|
2 |
5.17
|
2 |
| Boi Axa Arbitrage Fund |
0.54
|
21 |
1.54
|
21 |
2.69
|
23 |
2.97
|
22 |
3.76
|
15 |
| Dsp Arbitrage Fund |
0.63
|
6 |
1.88
|
5 |
3.45
|
5 |
4.23
|
17 |
4.80
|
10 |
| Edelweiss Arbitrage Fund |
0.64
|
4 |
1.89
|
4 |
3.45
|
4 |
4.78
|
3 |
5.29
|
1 |
| Hdfc Arbitrage Fund |
0.61
|
14 |
1.83
|
14 |
3.39
|
9 |
4.37
|
14 |
4.69
|
13 |
| Icici Prudential Equity - Arbitrage Fund |
0.62
|
13 |
1.83
|
13 |
3.35
|
12 |
4.56
|
10 |
4.94
|
8 |
| Idfc Arbitrage Fund |
0.63
|
8 |
1.86
|
9 |
3.42
|
7 |
4.42
|
12 |
4.87
|
9 |
| Indiabulls Arbitrage Fund |
0.46
|
24 |
1.34
|
24 |
2.73
|
22 |
3.27
|
21 |
3.96
|
14 |
| Invesco India Arbitrage Fund |
0.65
|
1 |
1.92
|
2 |
3.71
|
1 |
5.01
|
1 |
5.14
|
4 |
| Iti Arbitrage Fund |
0.53
|
23 |
1.39
|
23 |
2.25
|
24 |
3.28
|
20 |
|
|
| Jm Arbitrage Fund |
0.59
|
18 |
1.72
|
19 |
3.30
|
14 |
3.91
|
18 |
3.71
|
16 |
| Kotak Equity Arbitrage Fund |
0.64
|
3 |
1.91
|
3 |
3.48
|
3 |
4.75
|
4 |
5.10
|
5 |
| Nippon India Arbitrage Fund |
0.63
|
5 |
1.88
|
6 |
3.41
|
8 |
4.70
|
7 |
5.14
|
3 |
| Pgim India Arbitrage Fund |
0.58
|
20 |
1.71
|
20 |
3.20
|
20 |
4.37
|
15 |
4.74
|
11 |
| Sbi Arbitrage Opportunities Fund |
0.65
|
2 |
1.92
|
1 |
3.50
|
2 |
4.70
|
6 |
4.71
|
12 |
| Tata Arbitrage Fund |
0.62
|
10 |
1.87
|
7 |
3.43
|
6 |
4.72
|
5 |
|
|
| Union Arbitrage Fund |
0.60
|
17 |
1.78
|
16 |
3.23
|
18 |
4.27
|
16 |
|
|
| Uti Arbitrage Fund |
0.62
|
12 |
1.84
|
10 |
3.30
|
13 |
4.61
|
9 |
5.02
|
7 |
| Lic Mf Arbitrage Fund |
0.60
|
16 |
1.75
|
17 |
3.28
|
16 |
4.48
|
11 |
|
|
| Mirae Asset Arbitrage Fund |
0.62
|
11 |
1.83
|
11 |
3.37
|
10 |
4.42
|
13 |
|
|
| Mahindra Manulife Arbitrage Yojana |
0.53
|
22 |
1.53
|
22 |
2.89
|
21 |
3.82
|
19 |
|
|
| Baroda Bnp Paribas Arbitrage Fund |
0.62
|
9 |
1.83
|
12 |
3.23
|
17 |
|
|
||
| Sundaram Arbitrage Fund |
0.59
|
19 |
1.74
|
18 |
3.21
|
19 |
|
|
||
| Fund Name | VaR 1 Y 95% | Max Drawdown | Average Drawdown | Standard Deviation | Semi Deviation | |||||
|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | % | Rank | |
| Hdfc Arbitrage Fund |
0.00
|
17 |
-0.14
|
18 |
-0.10
|
18 |
0.64
|
14 |
0.48
|
14 |
| Icici Prudential Equity - Arbitrage Fund |
0.00
|
17 |
-0.10
|
8 |
-0.06
|
5 |
0.63
|
10 |
0.48
|
13 |
| Idfc Arbitrage Fund |
0.00
|
17 |
-0.10
|
9 |
-0.07
|
8 |
0.64
|
13 |
0.46
|
7 |
| Indiabulls Arbitrage Fund |
-0.33
|
21 |
-0.17
|
20 |
-0.07
|
12 |
0.61
|
4 |
0.45
|
5 |
| Invesco India Arbitrage Fund |
0.00
|
17 |
-0.07
|
5 |
-0.07
|
11 |
0.66
|
19 |
0.49
|
17 |
| Iti Arbitrage Fund |
-0.28
|
20 |
-0.12
|
14 |
-0.07
|
9 |
0.63
|
12 |
0.45
|
2 |
| Jm Arbitrage Fund |
0.00
|
17 |
-0.16
|
19 |
-0.16
|
21 |
0.64
|
15 |
0.46
|
6 |
| Kotak Equity Arbitrage Fund |
0.00
|
17 |
-0.12
|
13 |
-0.08
|
15 |
0.66
|
18 |
0.50
|
19 |
| Lic Mf Arbitrage Fund |
-0.07
|
18 |
-0.18
|
21 |
-0.14
|
20 |
0.67
|
20 |
0.51
|
20 |
| Aditya Birla Sun Life Arbitrage Fund |
0.00
|
17 |
-0.13
|
17 |
-0.08
|
17 |
0.63
|
9 |
0.48
|
16 |
| Baroda Bnp Paribas Arbitrage Fund |
|
|
|
|
|
|||||
| Bank Of India Arbitrage Fund |
-0.13
|
19 |
-0.10
|
10 |
-0.04
|
2 |
0.60
|
2 |
0.43
|
1 |
| Dsp Arbitrage Fund |
0.00
|
17 |
-0.09
|
7 |
-0.07
|
10 |
0.65
|
17 |
0.49
|
18 |
| Edelweiss Arbitrage Fund |
0.00
|
17 |
-0.11
|
12 |
-0.08
|
14 |
0.63
|
11 |
0.48
|
15 |
| Mirae Asset Arbitrage Fund |
0.00
|
17 |
-0.02
|
1 |
-0.02
|
1 |
0.63
|
8 |
0.45
|
3 |
| Nippon India Arbitrage Fund |
0.00
|
17 |
-0.11
|
11 |
-0.06
|
7 |
0.60
|
1 |
0.47
|
8 |
| Sbi Arbitrage Opportunities Fund |
0.00
|
17 |
-0.13
|
16 |
-0.08
|
16 |
0.73
|
21 |
0.53
|
21 |
| Sundaram Arbitrage Fund |
|
|
|
|
|
|||||
| Tata Arbitrage Fund |
0.00
|
17 |
-0.06
|
3 |
-0.06
|
4 |
0.61
|
3 |
0.45
|
4 |
| Union Arbitrage Fund |
0.00
|
17 |
-0.07
|
4 |
-0.06
|
6 |
0.65
|
16 |
0.47
|
9 |
| Uti Arbitrage Fund |
0.00
|
17 |
-0.05
|
2 |
-0.05
|
3 |
0.62
|
6 |
0.47
|
10 |
| Pgim India Arbitrage Fund |
0.00
|
17 |
-0.08
|
6 |
-0.07
|
13 |
0.62
|
5 |
0.48
|
11 |
| Axis Arbitrage Fund |
0.00
|
17 |
-0.12
|
15 |
-0.11
|
19 |
0.62
|
7 |
0.48
|
12 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| % | Rank | % | Rank | % | Rank | % | Rank | Value | Rank | % | Rank | % | Rank | % | Rank | % | Rank | ||
| Hdfc Arbitrage Fund |
-4.50
|
15 |
-0.80
|
15 |
0.40
|
16 |
0.42
|
|
|
|
|
|
|||||||
| Icici Prudential Equity - Arbitrage Fund |
-4.13
|
5 |
-0.78
|
5 |
0.43
|
5 |
0.41
|
|
|
|
|
|
|||||||
| Idfc Arbitrage Fund |
-4.30
|
9 |
-0.79
|
9 |
0.41
|
12 |
0.41
|
|
|
|
|
|
|||||||
| Indiabulls Arbitrage Fund |
-6.54
|
21 |
-0.89
|
21 |
0.28
|
21 |
0.40
|
|
|
|
|
|
|||||||
| Invesco India Arbitrage Fund |
-3.65
|
2 |
-0.74
|
2 |
0.45
|
1 |
0.40
|
|
|
|
|
|
|||||||
| Iti Arbitrage Fund |
-6.19
|
19 |
-0.88
|
19 |
0.29
|
20 |
0.40
|
|
|
|
|
|
|||||||
| Jm Arbitrage Fund |
-5.12
|
18 |
-0.84
|
18 |
0.35
|
18 |
0.41
|
|
|
|
|
|
|||||||
| Kotak Equity Arbitrage Fund |
-3.67
|
3 |
-0.74
|
3 |
0.45
|
2 |
0.42
|
|
|
|
|
|
|||||||
| Lic Mf Arbitrage Fund |
-4.55
|
16 |
-0.80
|
16 |
0.38
|
17 |
0.40
|
|
|
|
|
|
|||||||
| Aditya Birla Sun Life Arbitrage Fund |
-4.25
|
8 |
-0.78
|
6 |
0.42
|
9 |
0.42
|
|
|
|
|
|
|||||||
| Baroda Bnp Paribas Arbitrage Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Bank Of India Arbitrage Fund |
-6.23
|
20 |
-0.88
|
20 |
0.31
|
19 |
0.39
|
|
|
|
|
|
|||||||
| Dsp Arbitrage Fund |
-4.24
|
6 |
-0.79
|
7 |
0.41
|
13 |
0.39
|
|
|
|
|
|
|||||||
| Edelweiss Arbitrage Fund |
-4.06
|
4 |
-0.77
|
4 |
0.43
|
4 |
0.41
|
|
|
|
|
|
|||||||
| Mirae Asset Arbitrage Fund |
-4.35
|
12 |
-0.79
|
12 |
0.42
|
10 |
0.39
|
|
|
|
|
|
|||||||
| Nippon India Arbitrage Fund |
-4.39
|
13 |
-0.79
|
13 |
0.42
|
8 |
0.41
|
|
|
|
|
|
|||||||
| Sbi Arbitrage Opportunities Fund |
-3.36
|
1 |
-0.71
|
1 |
0.44
|
3 |
0.39
|
|
|
|
|
|
|||||||
| Sundaram Arbitrage Fund |
|
|
|
|
|
|
|
|
|
||||||||||
| Tata Arbitrage Fund |
-4.32
|
10 |
-0.79
|
10 |
0.43
|
6 |
0.40
|
|
|
|
|
|
|||||||
| Union Arbitrage Fund |
-4.44
|
14 |
-0.80
|
14 |
0.40
|
15 |
0.39
|
|
|
|
|
|
|||||||
| Uti Arbitrage Fund |
-4.25
|
7 |
-0.79
|
8 |
0.43
|
7 |
0.39
|
|
|
|
|
|
|||||||
| Pgim India Arbitrage Fund |
-4.62
|
17 |
-0.81
|
17 |
0.40
|
14 |
0.38
|
|
|
|
|
|
|||||||
| Axis Arbitrage Fund |
-4.34
|
11 |
-0.79
|
11 |
0.42
|
11 |
0.42
|
|
|
|
|
|
|||||||
Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.
More Mutual Fund Analysis ArticleSmall cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.
म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है। ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है:
इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.