Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Equity Arbitrage Fund vs Axis 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) ₹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 0.77% 0.76%
6 Month 3.79% 3.62%
1 Year 7.52% 7.24%
3 Year 6.88% 6.46%
5 Year 5.64% 5.32%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month 2.15% 2.07%
1 Year 7.44% 7.16%
3 Year 7.47% 7.12%
5 Year 6.56% 6.24%

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 - -

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
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

Top Comparisons

HDFC Technology Fund - Regular (G) HDFC Technology Fund - Regular (G)

3Y Returns0%

VS

Tata Digital India Fund-Regular Plan-Growth Tata Digital India Fund-Regular Plan-Growth

3Y Returns5.01%

Compare Now

Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option Canara Robeco CorpoRate Bond Fund - Regular Plan - Growth Option

3Y Returns6%

VS

HSBC Corporate Bond Fund - Regular Growth HSBC Corporate Bond Fund - Regular Growth

3Y Returns6.26%

Compare Now

Tata Infrastructure Fund-Regular Plan- Growth Option Tata Infrastructure Fund-Regular Plan- Growth Option

3Y Returns19.47%

VS

Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram Infrastructure Advantage Fund Regular Plan - Growth

3Y Returns18.9%

Compare Now

Nippon India Dynamic Bond Fund-Growth Plan-Growth Option Nippon India Dynamic Bond Fund-Growth Plan-Growth Option

3Y Returns6.87%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.14%

Compare Now
Add to Cart Successfully