Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
2/5
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
arbitrageDirect
JM Arbitrage Fund - Direct Plan - Growth Option
3Y ago₹1.23 L
5Y ago₹1.36 L
arbitrageDirect
Invesco India Arbitrage Fund - Direct Plan - Growth
3Y ago₹1.25 L
5Y ago₹1.41 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | JM Arbitrage Fund - Direct Plan… | Invesco India Arbitrage Fund - … |
|---|---|---|
| Fund house | JM Financial Mutual Fund | Invesco Mutual Fund |
| Category | Hybrid Schemes - Arbitrage Fund | Hybrid Schemes - Arbitrage Fund |
| Plan | Direct | Direct |
| Latest NAV | ₹37.4135 | ₹37.3262 |
| Assets managed (AUM) | — | — |
| 1M return | 0.73% | 0.78% |
| 6M return | 3.30% | 3.57% |
| 1Y return | 6.58% | 7.07% |
| 3Y CAGR | 7.14% | 7.63% |
| 5Y CAGR | 6.39% | 7.06% |
| Since inception CAGR | 6.42% | 6.97% |
| Bumpiness · 3Y (annualised σ) | 1.07 | 0.99 |
| Worst drop ever | -0.54% | -0.52% |
| Sharpe · 3Y (rf=6%) | 1.02 | 1.57 |