Compare mutual funds | Krystal Capitals

How much it grew
	A: JM Arbitrage Fund	B: UTI Arbitrage Fund	C: HDFC Arbitrage Fund	D: Invesco India Arbitrage Fund
3-year returnA year, on averageMiddle return of funds of this type we offer: +6.5% a year	+6.2%	+6.8%	+6.7%	+6.8%
1-year returnTotal over the last year	+5.7%	+6.1%	+6.1%	+6.1%
5-year returnA year, on average	+5.8%	+6.2%	+6.2%	+6.4%Higher
Since launchA year, on average, with at least a year of history	+6.4%from Jul 2006	+6.8%Higherfrom Jul 2006	+6.5%from Oct 2007	+6.6%from May 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: UTI Arbitrage Fund	C: HDFC Arbitrage Fund	D: Invesco India Arbitrage Fund
Worst fallBiggest drop from a high, and when	−2.6%Sept 2008 – Oct 2008	−0.7%Mar 2020 – Mar 2020

3-year stretches that made money

Out of every 3-year stretch on record

How steady it was
	A: JM Arbitrage Fund	B: UTI Arbitrage Fund	C: HDFC Arbitrage Fund	D: Invesco India Arbitrage Fund
3-year stretches that made moneyOut of every 3-year stretch on record	100%	100%

Risk level

Often used for

What funds of this type are usually for

A: JM Arbitrage FundParking money for a few months. Values usually move little, but can fall.
B: UTI Arbitrage FundParking money for a few months. Values usually move little, but can fall.
C: HDFC Arbitrage FundParking money for a few months. Values usually move little, but can fall.
D: Invesco India Arbitrage FundParking money for a few months. Values usually move little, but can fall.

Smallest SIP

The basics
	A: JM Arbitrage Fund	B: UTI Arbitrage Fund	C: HDFC Arbitrage Fund	D: Invesco India 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

Return in each calendar year.

Year by year
	A: JM Arbitrage Fund	B: UTI Arbitrage Fund	C: HDFC Arbitrage Fund	D: Invesco India Arbitrage Fund
2026 so far (total, not a yearly rate)	+4.4%	+4.7%	+4.8%	+4.8%
2025	+5.9%	+6.5%	+6.3%	+6.5%
2024	+7.2%	+7.7%	+7.7%	+7.6%
2023	+6.6%	+7.2%	+7.2%	+7.4%Higher
2022	+4.0%	+4.0%	+4.2%	+5.1%Higher
2021	+2.8%	+3.9%Higher	+3.6%	+3.5%

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

Worst 3-year stretchA year, from the unluckiest start date	+2.9%Nov 2019 – Nov 2022	+3.9%Nov 2019 – Nov 2022	+3.7%Nov 2019 – Nov 2022	+4.1%Smaller fallAug 2019 – Aug 2022

Worst calendar yearThe year and its return	+2.6%in 2020	+3.9%Smaller fallin 2021	+3.6%in 2021	+3.5%in 2021

Ups and downsLast 3 years. Lower is steadier.	1.1%	1.0%Steadier	1.3%	1.1%

Typical 3-year returnThe middle of all 3-year stretches, a year	+6.3%	+6.8%Steadier	+6.6%	+6.3%

Often used forWhat funds of this type are usually for	Parking money for a few months. Values usually move little, but can fall.	Parking money for a few months. Values usually move little, but can fall.	Parking money for a few months. Values usually move little, but can fall.	Parking money for a few months. Values usually move little, but can fall.