Kotak Equity Arbitrage Fund vs Edelweiss Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Arbitrage Fund - Growth

Invest Now

tortoise-icon Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Equity Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Fund Kotak Equity Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹53322 Cr ₹11702 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Sep 2005 05 Jun 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% 370%
Expense Ratio 1.01 1.09
Manager Hiten Shah Dhawal Dalal
ISIN Code INF174K01302 INF754K01EF3
Exits Load Exit load of 0.25% if redeemed within 30 days/365 Exit load of 0.1%, if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Month 0.67% 0.55%
6 Month 3.61% 3.53%
1 Year 7.72% 7.44%
3 Year 6.34% 6.19%
5 Year 5.48% 5.41%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month - -
1 Year 3.83% 3.73%
3 Year 10.7% 10.39%
5 Year 15.98% 15.54%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year 6.95% 6.16%
3 Year 6.53% 5.78%
5 Year 7.24% 5.36%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation 0.7% 0.68%
Sharp -1.1% -1.35%
Beta 0.21% 0.21%
Alpha -0.76% -0.92%

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 Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Name Hiten Shah Dhawal Dalal
Total AUM ₹54601 Cr ₹25974 Cr
Fund Manage 4 12
Kotak Equity Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Market Cap

Scheme Name

Kotak Equity Arbitrage Fund - Growth

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Others 22.32 -34.62
Large Cap -0.46 25
Small Cap 0.01 3.06
Mid Cap -0.15 8.23

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Others 22.32 -
Petroleum Products -0.03 -
Gas -0.01 -
Electrical Equipment -0.01 -
Industrial Products -0.01 -
IT - Software -0.02 -
Cement & Cement Products -0.04 -
Pharmaceuticals & Biotechnology -0.04 -
Personal Products 0 -
Construction -0.01 0
Finance -0.01 -
Ferrous Metals -0.01 -
Consumer Durables -0.04 -
Capital Markets -0.02 -
Banks -0.09 -
Diversified FMCG -0.02 -
Non - Ferrous Metals -0.01 -
Agricultural, Commercial & Construction Vehicles 0 -
Chemicals & Petrochemicals -0.01 -
Leisure Services 0 -
Automobiles -0.07 -
Aerospace & Defense -0.01 -
Fertilizers & Agrochemicals -0.01 -
Realty -0.01 -
Transport Services -1.1102230246252E-16 -
Healthcare Services -0.01 -
Agricultural Food & other Products 0 -
Telecom - Services 0 -
Insurance -0.02 -
Diversified Metals 0 -
Oil -0.01 -
Food Products -0.01 -
Power -0.03 -
Auto Components -0.01 -
Metals & Minerals Trading -0.01 -
Consumable Fuels 0 -
Minerals & Mining -0.01 -
Retailing 0 -
Beverages -0.01 -
Transport Infrastructure 0 -
Textiles & Apparels 0 -
Materials - -5.5511151231258E-17
Capital Goods - -0.0099999999999997
Financial - 1.63
Chemicals - 0.03
Consumer Staples - -0.01
Automobile - -8.3266726846887E-17
Services - 0.02
Healthcare - -5.5511151231258E-17
Metals & Mining - -0.02
Energy - -0.02
Technology - -0.01
Consumer Discretionary - 0.06

Top Comparisons

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns14.18%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns19.46%

Compare Now

HDFC Hybrid Equity Fund - Growth Plan HDFC Hybrid Equity Fund - Growth Plan

3Y Returns15.32%

VS

Axis Aggressive Hybrid Fund - Regular Plan - Growth Option Axis Aggressive Hybrid Fund - Regular Plan - Growth Option

3Y Returns10.59%

Compare Now

HSBC Consumption Fund - Regular (G) HSBC Consumption Fund - Regular (G)

3Y Returns0%

VS

Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option Canara Robeco Consumer Trends Fund - Regular Plan - Growth Option

3Y Returns21.65%

Compare Now

Kotak Equity Opportunities Fund - Growth Kotak Equity Opportunities Fund - Growth

3Y Returns22.32%

VS

UTI Large & Mid Cap Fund - Regular Plan - Growth Option UTI Large & Mid Cap Fund - Regular Plan - Growth Option

3Y Returns20.63%

Compare Now
Request call back
Add to Cart Successfully