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Invesco India 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 Invesco India Arbitrage Fund - Growth Option

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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 Invesco India Arbitrage Fund - Growth Option
Fund Kotak Equity Arbitrage Fund - Growth Invesco India Arbitrage Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Low Risk Low Risk
Asset Size (Cr) ₹57567 Cr ₹18674 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2005 30 Apr 2007
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 1777.06% 2126%
Expense Ratio 1.04 1.06
Manager Hiten Shah Deepak Gupta
ISIN Code INF174K01302 INF205K01122
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 Invesco India Arbitrage Fund - Growth charges 0.5% 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 Invesco India Arbitrage Fund - Growth Option
1 Month 0.63% 0.62%
6 Month 3.56% 3.54%
1 Year 7.46% 7.3%
3 Year 6.69% 6.77%
5 Year 5.63% 5.58%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth Invesco India Arbitrage Fund - Growth Option
6 Month - -
1 Year 7.23% 7.13%
3 Year 7.33% 7.25%
5 Year 6.43% 6.4%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth Invesco India Arbitrage Fund - Growth Option
1 Year 7.01% 6.42%
3 Year 6.53% 6.08%
5 Year 7.23% 6.85%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth Invesco India Arbitrage Fund - Growth Option
Standard Deviation 0.624% 0.541%
Sharp 0.481% 0.748%
Beta - -
Alpha - -

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Fund Managers

Scheme Name Kotak Equity Arbitrage Fund - Growth Invesco India Arbitrage Fund - Growth Option
Name Hiten Shah Deepak Gupta
Total AUM ₹54601 Cr ₹12015 Cr
Fund Manage 4 2
Kotak Equity Arbitrage Fund - Growth Invesco India Arbitrage Fund - Growth Option

Market Cap

Scheme Name

Kotak Equity Arbitrage Fund - Growth

Invesco India Arbitrage Fund - Growth Option

Others 21.54 29.06
Large Cap -0.32 51.72
Small Cap -0.01 4.76
Mid Cap -0.13 14.46

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

Invesco India Arbitrage Fund - Growth Option

Others 21.47 29.06
Petroleum Products -0.03 7.79
Gas 0 0.77
Electrical Equipment -0.02 1.48
Industrial Products -0.01 0.83
IT - Software -0.01 5.92
Cement & Cement Products -0.01 0.93
Pharmaceuticals & Biotechnology -0.02 1.88
IT - Services 0 0.01
Personal Products 0 0.87
Construction -0.01 0.4
Ferrous Metals 0 1.51
Finance 0 5.81
Consumer Durables -0.01 1.15
Capital Markets -0.02 0.87
Banks -0.11 10.06
Diversified FMCG 0.01 0.94
Non - Ferrous Metals 0 0.83
Agricultural, Commercial & Construction Vehicles 0 0.02
Chemicals & Petrochemicals -0.01 1.49
Leisure Services -0.01 0.22
Automobiles -0.03 7.58
Aerospace & Defense -0.02 2.26
Fertilizers & Agrochemicals 0 0.7
Pharmaceuticals and Biotechnology 0.07 -
Realty -0.01 0.8
Transport Services 0 1.15
Telecom - Services -0.03 2.16
Insurance -0.02 0.15
Entertainment 0 0.24
Agricultural Food & other Products 0 0.46
Diversified Metals 0 0.1
Oil 0 1.2
Food Products -0.01 0.34
Power -0.01 2.9
Auto Components -0.01 1.1
Healthcare Services -0.01 0.31
Metals & Minerals Trading 0 2.61
Consumable Fuels 0 -
Minerals & Mining -0.01 0.77
Retailing -0.02 0.92
Beverages 0 0.16
Transport Infrastructure -0.02 1.22
Textiles & Apparels 0 0.03

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