HDFC Arbitrage Fund vs Kotak Arbitrage Fund
Over the last 3 years, Kotak Arbitrage Fund returned 7.4% a year against 7.3% for HDFC Arbitrage Fund (Direct plans). Data as of 12 Nov 2026.
| HDFC Arbitrage Fund | Kotak Arbitrage Fund | |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Fund house | HDFC Mutual Fund | Kotak Mahindra Mutual Fund |
| Benchmark | – | – |
| Age | 12.6 years | 13.8 years |
| AUM on 30 Oct 2026 | ₹25,841 cr | ₹76,293 cr |
| Direct plan | ||
| Rating | C | A |
| Expense ratio | 1.49% | 2.27% |
| 1Y return | 6.8% | 6.9% |
| 3Y return (a year) | 7.3% | 7.4% |
| 5Y return (a year) | 6.8% | 7.0% |
| 3Y vs index | +0.4% | +0.5% |
| Rating score, rank | 41 · #20 of 26 | 64 · #7 of 26 |
| Regular plan | ||
| Rating | A | A |
| Expense ratio | 2.02% | 2.86% |
| 1Y return | 6.2% | 6.2% |
| 3Y return (a year) | 6.7% | 6.8% |
| 5Y return (a year) | 6.2% | 6.4% |
| 3Y vs index | -0.2% | -0.1% |
| Rating score, rank | 72 · #5 of 26 | 74 · #4 of 26 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | – | – |
| Deepest fall, 3Y | -0.8% | -0.5% |
| Volatility, 3Y | 0.5% | 0.6% |
| Max fall, 5Y | – | – |
| Down capture, 3Y | – | – |
| Stocks held | – | – |
| Top 10 holdings | – | – |
| Large / mid / small caps | – | – |
| Largest sector | – | – |
Common questions
HDFC Arbitrage Fund or Kotak Arbitrage Fund: which is better?
On our track-record ratings (Direct plans), HDFC Arbitrage Fund is rated C and Kotak Arbitrage Fund is rated A, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
HDFC Arbitrage Fund or Kotak Arbitrage Fund: which has done better?
Over the last 3 years, Kotak Arbitrage Fund returned 7.4% a year against 7.3% for HDFC Arbitrage Fund (Direct plans).
How much do HDFC Arbitrage Fund and Kotak Arbitrage Fund overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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