Kotak Equity Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare

Overview

Scheme Name	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
Fund	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
Investment Plan	Growth	Growth
Level of Risk	Low	Low
Asset Size (Cr)	₹53322 Cr	₹253 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹500
Launch Date	29 Sep 2005	07 Jan 2019
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open-ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	1777.06%	%
Expense Ratio	1.01	0.97
Manager	Hiten Shah	Pratik Harish Shroff
ISIN Code	INF174K01302	INF767K01PL9
Exits Load	Exit load of 0.25% if redeemed within 30 days/365	Exit load of 0.25% if redeemed within 1 months./365

Scheme Name	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
1 Month	0.73%	0.67%
6 Month	3.82%	3.54%
1 Year	7.81%	7.02%
3 Year	6.43%	5.82%
5 Year	5.53%	4.85%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
6 Month	-	-
1 Year	7.52%	6.85%
3 Year	7.21%	6.53%
5 Year	6.26%	5.59%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
1 Year	6.96%	4.21%
3 Year	6.53%	4.06%
5 Year	7.24%	4.78%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
Standard Deviation	0.7%	0.66%
Sharp	-0.6%	-1.55%
Beta	0.85%	0.76%
Alpha	0.01%	-0.64%

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Scheme Name	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
Name	Hiten Shah	Pratik Harish Shroff
Total AUM	₹54601 Cr	₹2586 Cr
Fund Manage	4	10
	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth

Scheme Name	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
Others	22.32	35.98
Large Cap	-0.46	37.84
Small Cap	0.01	6.7
Mid Cap	-0.15	19.52

Scheme Name	Kotak Equity Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
Others	22.32	70.33
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	-0.02
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	-0.01
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	-
Financial	-	3.91
Energy	-	-0.02
Chemicals	-	-0.0099999999999998
Consumer Staples	-	-0.01
Services	-	-0.019999999999999
Metals & Mining	-	-0.05
Technology	-	-0.02
Materials	-	-0.03
Healthcare	-	-0.04
Capital Goods	-	-0.010000000000001
Automobile	-	-0.02
Consumer Discretionary	-	0
Communication	-	-0.01
Unclassified	-	26.07