| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,650 | +2.75% | |
| 3 years | ₹1,80,000 | ₹1,97,445 | +9.69% | |
| 5 years | ₹3,00,000 | ₹3,49,164 | +16.39% | |
| 10 years | ₹6,00,000 | ₹7,62,724 | +27.12% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| -- | -- | Mutual Fund | 7.41% |
| Reserve Bank of India | Financial | T-Bills | 6.93% |
| Bajaj Finance Ltd. | Financial | Equity | 6.19% |
| Reliance Industries Ltd. | Energy | Equity | 6.08% |
| HDFC Bank Ltd. | Financial | Equity | 5.42% |
| ICICI Bank Ltd. | Financial | Equity | 5.12% |
| State Bank of India | Financial | Equity | 4.30% |
| Sundaram Liquid Direct-Growth | -- | Mutual Fund | 3.97% |
| Reserve Bank of India | Financial | T-Bills | 3.56% |
| REC Ltd. | Financial | Equity | 3.30% |
| Axis Bank Ltd. | Financial | Equity | 3.05% |
| Ashok Leyland Ltd. | Automobile | Equity | 2.71% |
| GOI | Sovereign | GOI Sec | 2.47% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.40% |
| IIFL Finance Ltd. | Financial | CP | 2.39% |
| ITC Ltd. | Consumer Staples | Equity | 2.36% |
| 360 One Wam Ltd. | Financial | CP | 2.27% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 2.25% |
| Marico Ltd. | Consumer Staples | Equity | 1.86% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.84% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.74% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.68% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 1.54% |
| NHPC Ltd. | Energy | Equity | 1.29% |
| Reserve Bank of India | Financial | T-Bills | 1.18% |
| Ambuja Cements Ltd. | Construction | Equity | 1.12% |
| Max Financial Services Ltd. | Financial | Equity | 1.10% |
| Bharti Airtel Ltd. | Communication | Equity | 1.03% |
| Eternal Ltd. | Services | Equity | 0.88% |
| GAIL (India) Ltd. | Energy | Equity | 0.84% |
| Indian Energy Exchange Ltd. | Services | Equity | 0.84% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.80% |
| Bank Of Baroda | Financial | Equity | 0.62% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 0.49% |
| Trent Ltd. | Services | Equity | 0.48% |
| Cipla Ltd. | Healthcare | Equity | 0.47% |
| Havells India Ltd. | Capital Goods | Equity | 0.43% |
| Tata Consumer Products Ltd. | Consumer Staples | Equity | 0.42% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 0.42% |
| Britannia Industries Ltd. | Consumer Staples | Equity | 0.41% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.20% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Futures | -0.20% |
| Britannia Industries Ltd. | Consumer Staples | Futures | -0.41% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.42% |
| Tata Consumer Products Ltd. | Consumer Staples | Futures | -0.42% |
| Havells India Ltd. | Capital Goods | Futures | -0.43% |
| Cipla Ltd. | Healthcare | Futures | -0.47% |
| Trent Ltd. | Services | Futures | -0.48% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.49% |
| Bank Of Baroda | Financial | Futures | -0.62% |
| The Indian Hotels Company Ltd. | Services | Futures | -0.81% |
| Indian Energy Exchange Ltd. | Services | Futures | -0.84% |
| GAIL (India) Ltd. | Energy | Futures | -0.85% |
| Eternal Ltd. | Services | Futures | -0.88% |
| Bharti Airtel Ltd. | Communication | Futures | -1.03% |
| Max Financial Services Ltd. | Financial | Futures | -1.10% |
| Ambuja Cements Ltd. | Construction | Futures | -1.13% |
| NHPC Ltd. | Energy | Futures | -1.29% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -1.55% |
| HDFC Bank Ltd. | Financial | Futures | -1.55% |
| Larsen & Toubro Ltd. | Construction | Futures | -1.69% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -1.75% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -1.84% |
| Marico Ltd. | Consumer Staples | Futures | -1.87% |
| National Aluminium Company Ltd. | Metals & Mining | Futures | -2.25% |
| ITC Ltd. | Consumer Staples | Futures | -2.37% |
| TVS Motor Company Ltd. | Automobile | Futures | -2.41% |
| Bajaj Finance Ltd. | Financial | Futures | -2.45% |
| Ashok Leyland Ltd. | Automobile | Futures | -2.72% |
| Axis Bank Ltd. | Financial | Futures | -3.06% |
| REC Ltd. | Financial | Futures | -3.31% |
| Bajaj Finance Ltd. | Financial | Futures | -3.78% |
| HDFC Bank Ltd. | Financial | Futures | -3.91% |
| State Bank of India | Financial | Futures | -4.29% |
| ICICI Bank Ltd. | Financial | Futures | -5.15% |
| Reliance Industries Ltd. | Energy | Futures | -6.11% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +6.7% | +5.5% | +4.5% | +4.5% |
| Category average (Hybrid Arbitrage) | +6.8% | +5.6% | +5.7% | -- |
| Rank (Hybrid Arbitrage) | 19 | 21 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Kotak Arbitrage Fund Growth | +6.01% | +7.13% | 67,116.51 | |
UTI Arbitrage Fund Plan Growth | +6.08% | +7.07% | 10,499.51 | |
SBI Arbitrage Opportunities Fund Growth | +6.15% | +7.06% | 41,059.15 | |
Invesco India Arbitrage Fund Growth | +6.06% | +7.02% | 26,370.10 | |
ICICI Prudential Equity Arbitrage Growth | +6.03% | +7.00% | 31,341.62 | |
| Compare | ||||