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Kotak Equity Arbitrage Fund vs Invesco India Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
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 | Low |
| 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 | 0.49% | 0.46% |
| 6 Month | 3.34% | 3.24% |
| 1 Year | 7.36% | 7.21% |
| 3 Year | 6.76% | 6.84% |
| 5 Year | 5.61% | 5.56% |
SIP Return Analysis
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.66% | 1.64% |
| 1 Year | 7.11% | 7.08% |
| 3 Year | 7.4% | 7.32% |
| 5 Year | 6.51% | 6.48% |
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 | 0.623% | 0.542% |
| Sharp | 0.336% | 0.577% |
| 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 | 102.05584 | 100.68094 |
| Large Cap | 57.67233 | 49.88641 |
| Mid Cap | 12.57694 | 16.64916 |
| Small Cap | 2.40238 | 5.36861 |
Sector Allocation
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 101.54829 | 100.25486 |
| Basic Materials | 7.66221 | 6.3061 |
| Energy | 8.74781 | 7.6992 |
| Utilities | 4.11161 | 2.85747 |
| Industrials | 5.82266 | 8.90015 |
| Technology | 5.07439 | 3.82201 |
| Healthcare | 2.62129 | 3.41082 |
| Consumer Defensive | 3.85161 | 2.95699 |
| Financial Services | 22.77778 | 26.7207 |
| Consumer Cyclical | 7.6789 | 6.50534 |
| Real Estate | 1.11271 | 0.85912 |
| Communication Services | 3.69823 | 2.29236 |
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