Axis Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Arbitrage Fund - Growth

Invest Now

tortoise-icon Axis Arbitrage Fund - Regular Plan - Growth

Invest Now

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) ₹53322 Cr ₹5237 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Sep 2005 20 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 1.01 1.01
Manager Hiten Shah Devang Shah
ISIN Code INF174K01302 INF846K01QC8
Exits Load Exit load of 0.25% if redeemed within 30 days/365 Exit load of 0.25% if redeemed within 15 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.48% 0.57%
6 Month 3.6% 3.65%
1 Year 7.57% 7.61%
3 Year 6.24% 5.86%
5 Year 5.47% 5.19%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.83% 3.68%
3 Year 10.7% 10.1%
5 Year 15.98% 15.06%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.85% 4.59%
3 Year 12.57% 11.86%
5 Year 16.19% 15.25%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.7% 0.66%
Sharp -1.14% -1.31%
Beta 0.87% 0.8%
Alpha -0.03% -0.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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
Fund Manage 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 26.91 26.31
Large Cap -0.22 38.5
Mid Cap -0.05 7.49
Small Cap 0 1.58

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 26.91 72.33
Petroleum Products -0.0099999999999998 -
Electrical Equipment 0 -
IT - Software -0.01 -
Cement & Cement Products 0 -
Pharmaceuticals & Biotechnology -0.01 -
Personal Products 0 -
Construction -0.01 0.07
Ferrous Metals 0 -
Finance 0.01 -
Capital Markets 0 -
Banks -0.08 -
Diversified FMCG -0.01 -
Non - Ferrous Metals 0 -
Agricultural, Commercial & Construction Vehicles 0 -
Chemicals & Petrochemicals 0 -
Leisure Services 0 -
Automobiles -0.01 -
Aerospace & Defense -0.02 -
Fertilizers & Agrochemicals -0.01 -
Realty -0.01 -
Transport Services -0.01 -
Healthcare Services 0 -
Agricultural Food & other Products -0.01 -
Telecom - Services 0 -
Insurance 0 -
Gas -0.01 -
Consumer Durables -0.01 -
Entertainment 0 -
Diversified Metals -0.01 -
Oil -1.1102230246252E-16 -
Food Products 0 -
Power -0.01 -
Auto Components -0.01 -
Metals & Minerals Trading -0.01 -
Industrial Products 0 -
Consumable Fuels -0.01 -
Minerals & Mining -0.01 -
Retailing 0 -
Beverages 0 -
Transport Infrastructure 0 -
Automobile - -0.01
Financial - 1.65
Energy - -0.050000000000002
Diversified - 0
Services - 1.0408340855861E-17
Materials - -0.0099999999999998
Consumer Staples - 0.01
Capital Goods - -0.02
Metals & Mining - -0.06
Communication - -0.01
Chemicals - -5.5511151231258E-17
Healthcare - -0.02
Consumer Discretionary - 0

Top Comparisons

Invesco India PSU Equity Fund - Growth Invesco India PSU Equity Fund - Growth

3Y Returns33.06%

VS

Quant PSU Fund - Regular (G) Quant PSU Fund - Regular (G)

3Y Returns0%

Compare Now

Tata Corporate Bond Fund-Regular Plan-Growth Tata Corporate Bond Fund-Regular Plan-Growth

3Y Returns0%

VS

Axis Corporate Bond Fund - Regular Plan Growth Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns5.65%

Compare Now

SBI Magnum Income Fund-Regular Plan-Growth SBI Magnum Income Fund-Regular Plan-Growth

3Y Returns5.62%

VS

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns5.36%

Compare Now

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns21.01%

VS

Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth Mirae Asset ESG Sector Leaders Fund of Fund Regular Growth

3Y Returns13.44%

Compare Now
Request call back
Add to Cart Successfully