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NAVs as of 20 Aug 2026

Groww Arbitrage FundRegular · IDCWUTI - Arbitrage FundRegular · IDCWInvesco India Arbitrage FundRegular · IDCWEdelweiss Arbitrage FundRegular · IDCW4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 29 Apr 202620 Aug 2026, limited by Groww Arbitrage Fund. Every series is rebased to ₹100 at the start of this window.

View as table
Growth of ₹100, sampled across the common period
DateGroww Arbitrage FundUTI - Arbitrage FundInvesco India Arbitrage FundEdelweiss Arbitrage Fund
29 Apr 2026₹100.00₹100.00₹100.00₹100.00
08 May 2026₹100.02₹100.10₹100.09₹100.09
18 May 2026₹100.27₹100.24₹100.23₹100.24
27 May 2026₹100.20₹100.13₹100.18₹100.18
06 Jun 2026₹100.34₹100.33₹100.37₹100.35
15 Jun 2026₹100.60₹100.62₹100.65₹100.65
25 Jun 2026₹100.80₹100.91₹100.90₹100.91
04 Jul 2026₹100.98₹101.07₹101.10₹101.11
13 Jul 2026₹101.05₹101.13₹101.17₹101.19
23 Jul 2026₹101.24₹101.33₹101.38₹101.40
01 Aug 2026₹101.40₹101.47₹101.52₹101.52
11 Aug 2026₹101.52₹101.72₹101.72₹101.72
20 Aug 2026₹101.67₹101.76₹101.78₹101.78

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
OverlapGroww Arbitrage FundUTI - Arbitrage FundInvesco India Arbitrage FundEdelweiss Arbitrage Fund
Groww Arbitrage Fund
UTI - Arbitrage Fund
Invesco India Arbitrage Fund
Edelweiss Arbitrage Fund
0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

UTI - Arbitrage Fund and Edelweiss Arbitrage Fund duplicate 69% of their equity book — holding both adds concentration, not diversification.

Shared holdings — UTI - Arbitrage Fund vs Edelweiss Arbitrage Fund

Stocks held by both UTI - Arbitrage Fund and Edelweiss Arbitrage Fund, with each fund's weight and the weight they share.
StockUTI - Arbitrage FundEdelweiss Arbitrage Fund
HDFC Bank Ltd7.06%5.56%5.56%
ICICI Bank Ltd4.65%4.93%4.65%
Reliance Industries Ltd4.82%3.06%3.06%
Bharti Airtel Ltd3.51%2.22%2.22%
Vodafone Idea Ltd2.18%2.84%2.18%
JSW Steel Ltd2.13%1.90%1.90%
NMDC Ltd2.08%1.88%1.88%
Zomato Ltd3.68%1.77%1.77%
Glenmark Pharmaceuticals Ltd2.03%1.70%1.70%
Indus Towers Ltd1.66%2.09%1.66%
Yes Bank Ltd2.87%1.33%1.33%
State Bank of India3.84%1.29%1.29%
Canara Bank1.25%1.56%1.25%
Bharat Heavy Electricals Ltd1.99%1.23%1.23%
Kotak Mahindra Bank Ltd3.39%1.16%1.16%

131 more stocks in common. 146 shared of 153 / 167 positions. Weights are shown as a share of each fund's equity book.

Groww Arbitrage Fund, UTI - Arbitrage Fund, Invesco India Arbitrage Fund, Edelweiss Arbitrage Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Arbitrage Fund median.
Metric
Groww · Regular · IDCW
NAV ₹10.17
Moderately High risk
Unrated
UTI · Regular · IDCW
NAV ₹21.15
Moderately High risk
★★★★★
Invesco · Regular · IDCW
NAV ₹18.19
Moderately High risk
★★★★☆
Edelweiss · Regular · IDCW
NAV ₹15.18
Moderately High risk
★★★★☆
Category median
Arbitrage Fund · 49 funds
+5.98%+6.00%+5.88%+5.47%
+6.87%+6.81%+6.76%+6.19%
+6.05%+6.26%Best in row+6.08%+5.61%
+2.96%+3.51%+3.80%Best in row+2.45%
+1.67%+3.78%Best in row+3.14%+3.49%+3.39%
+6.04%+6.57%+6.63%+6.52%
+3.43%Best in row+3.05%+3.27%+2.79%
+3.29%Best in row+2.86%+3.17%+2.88%
+2.97%+2.38%+3.30%Best in row+1.96%
Risk
3.47%0.95%0.97%0.97%1.08%
0.39Best in row0.320.27-0.30
0.58Best in row0.470.40-0.43
-1.38%Best in row-6.94%-3.52%-2.56%-2.62%
2.56%1.85%Best in row2.97%2.33%2.08%
₹53.55Cr₹10,939Cr₹27,818Cr₹14,863Cr₹1,250Cr
NoneUp to 0.25%0.50%Up to 0.25%
₹500₹500₹500₹100
₹500₹5.00K₹1.00K₹100
192%1105%455%1458%907%
Shashi KumarSharwan Kumar GoyalDeepak Gupta · 4.8yBhavesh Jain · 12.2y
29 Apr 202606 Jul 200603 May 200730 Jun 2014
50153175167
44.8%27.1%22.3%21.5%
82.0%71.7%77.4%71.9%
6 rows carry the same value for every fund — show
Benchmark
Alpha
Beta
Upside capture
Downside capture
Lock-in
None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.