Kotak Arbitrage Fund vs SBI Arbitrage Fund
Over the last 3 years, Kotak Arbitrage Fund returned 7.4% a year against 7.2% for SBI Arbitrage Fund (Direct plans). Data as of 12 Nov 2026.
| Kotak Arbitrage Fund | SBI Arbitrage Fund | |
|---|---|---|
| Category | Arbitrage | Arbitrage |
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Benchmark | – | – |
| Age | 13.8 years | 13.8 years |
| AUM on 30 Oct 2026 | ₹76,293 cr | ₹46,113 cr |
| Direct plan | ||
| Rating | A | B |
| Expense ratio | 2.27% | 1.46% |
| 1Y return | 6.9% | 6.7% |
| 3Y return (a year) | 7.4% | 7.2% |
| 5Y return (a year) | 7.0% | 6.9% |
| 3Y vs index | +0.5% | +0.4% |
| Rating score, rank | 64 · #7 of 26 | 49 · #15 of 26 |
| Regular plan | ||
| Rating | A | A+ |
| Expense ratio | 2.86% | 1.95% |
| 1Y return | 6.2% | 6.2% |
| 3Y return (a year) | 6.8% | 6.7% |
| 5Y return (a year) | 6.4% | 6.3% |
| 3Y vs index | -0.1% | -0.2% |
| Rating score, rank | 74 · #4 of 26 | 81 · #2 of 26 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | – | – |
| Deepest fall, 3Y | -0.5% | -0.5% |
| Volatility, 3Y | 0.6% | 0.5% |
| Max fall, 5Y | – | – |
| Down capture, 3Y | – | – |
| Stocks held | – | – |
| Top 10 holdings | – | – |
| Large / mid / small caps | – | – |
| Largest sector | – | – |
Common questions
Kotak Arbitrage Fund or SBI Arbitrage Fund: which is better?
On our track-record ratings (Direct plans), Kotak Arbitrage Fund is rated A and SBI Arbitrage Fund is rated B, 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.
Kotak Arbitrage Fund or SBI Arbitrage Fund: which has done better?
Over the last 3 years, Kotak Arbitrage Fund returned 7.4% a year against 7.2% for SBI Arbitrage Fund (Direct plans).
How much do Kotak Arbitrage Fund and SBI 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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