Which has the lower expense ratio, Axis Arbitrage Fund - Direct Plan - Growth or JM Arbitrage Fund (Direct) - Growth Option?

Axis Arbitrage Fund - Direct Plan - Growth's expense ratio is 1.39% versus JM Arbitrage Fund (Direct) - Growth Option's 0.38%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Axis Arbitrage Fund - Direct Plan - Growth and JM Arbitrage Fund (Direct) - Growth Option?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

Axis Arbitrage Fund - Direct Plan - Growth vs JM Arbitrage Fund (Direct) - Growth Option

Q: Axis Arbitrage Fund - Direct Plan - Growth vs JM Arbitrage Fund (Direct) - Growth Option — which has given better returns?

Axis Arbitrage Fund - Direct Plan - Growth has a 1-year return of 6.51% versus JM Arbitrage Fund (Direct) - Growth Option's 6.3%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

Axis Arbitrage Fund - Direct Plan - Growth

Axis Mutual Fund

★★★★★

Hybrid · Arbitrage Fund

JM Arbitrage Fund (Direct) - Growth Option

Sundaram Mutual Fund

★★★★★

Hybrid · Arbitrage Fund

Metric	Axis Arbitrage Fund - ...	JM Arbitrage Fund (Dir...
NAV	₹21.71	₹37.06
Star Rating	★★★★	★★★
Expense Ratio	1.39%	0.38%
AUM	₹9,717 Cr	₹67 Cr
1M Return	+0.97%	+0.82%
3M Return	+1.49%	+1.83%
6M Return	+3.26%	+3.07%
1Y Return	+6.51%	+6.3%
3Y CAGR	+7.48%	+7.15%
5Y CAGR	+6.69%	+6.27%
Risk Level	—	—
Fund Manager	Ashwin Patni, Devang Shah	Kumaresh Ramakrishnan

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