Compare mutual funds | Krystal Capitals

How much it grew
	A: JM Arbitrage Fund	B: Invesco India Arbitrage Fund	C: HDFC Arbitrage Fund
3-year returnA year, on average	+6.2%	+6.8%Higher	+6.7%
1-year returnTotal over the last year	+5.7%	+6.1%	+6.1%
5-year returnA year, on average	+5.8%	+6.4%Higher	+6.2%
Since launchA year, on average, with at least a year of history	+6.4%from Jul 2006	+6.6%Higherfrom May 2007	+6.5%from Oct 2007

How it held up in falls

Worst fall

Biggest drop from a high, and when

How it held up in falls
	A: JM Arbitrage Fund	B: Invesco India Arbitrage Fund	C: HDFC Arbitrage Fund
Worst fallBiggest drop from a high, and when	−2.6%Sept 2008 – Oct 2008	−0.5%Smaller fallMay 2020 – Jun 2020	−0.8%Aug 2024 – Aug 2024

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
Ups and downsLast 3 years. Lower is steadier.
	A: JM Arbitrage Fund	B: Invesco India Arbitrage Fund	C: HDFC Arbitrage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	100%	100%

Risk level

Smallest SIP

The basics
	A: JM Arbitrage Fund	B: Invesco India Arbitrage Fund	C: HDFC Arbitrage Fund
Risk level	See the fund house's risk level	See the fund house's risk level	See the fund house's risk level
Smallest SIP	₹1,000 a month

Return in each calendar year.

Year by year
	A: JM Arbitrage Fund	B: Invesco India Arbitrage Fund	C: HDFC Arbitrage Fund
2026 so far (total, not a yearly rate)	+4.4%	+4.8%	+4.8%
2025	+5.9%	+6.5%Higher	+6.3%
2024	+7.2%	+7.6%	+7.7%Higher
2023	+6.6%	+7.4%Higher	+7.2%
2022	+4.0%	+5.1%Higher	+4.2%
2021	+2.8%	+3.5%	+3.6%Higher

Past performance may or may not be sustained in future and is not a guarantee of future returns.