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Axis Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
Fund Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹57567 Cr ₹5848 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Sep 2005 14 Aug 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 1777.06% 64.15%
Expense Ratio 1.04 0.99
Manager Hiten Shah Devang Shah
ISIN Code INF174K01302 INF846K01QC8
Exits Load Kotak Equity Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.92% 0.95%
6 Month 3.79% 3.64%
1 Year 7.44% 7.22%
3 Year 6.94% 6.56%
5 Year 5.74% 5.43%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month 1.81% 1.79%
1 Year 7.27% 7.08%
3 Year 7.46% 7.14%
5 Year 6.59% 6.28%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 7.01% -
3 Year 6.53% -
5 Year 7.23% -

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.623% 0.61%
Sharp 0.336% -0.476%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
Name Hiten Shah Devang Shah
Total AUM ₹54601 Cr ₹60014 Cr
Funds Managed 4 15
Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Equity Arbitrage Fund - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 102.06 100.01
Large Cap 57.67 53.26
Mid Cap 12.58 12.66
Small Cap 2.4 2.52

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 101.55 99.67
Basic Materials 7.66 6.67
Energy 8.75 6.54
Utilities 4.11 2.62
Industrials 5.82 4.77
Technology 5.07 4.02
Healthcare 2.62 2.74
Consumer Defensive 3.85 2.3
Financial Services 22.78 27.09
Consumer Cyclical 7.68 7.26
Real Estate 1.11 2.2
Communication Services 3.7 2.59

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