Kotak Equity Arbitrage Fund vs Tata Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Fund | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹57567 Cr | ₹12921 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹150 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Sep 2005 | 18 Dec 2018 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 1777.06% | 487.73% |
Expense Ratio | 1.04 | 1.08 |
Manager | Hiten Shah | Sailesh Jain |
ISIN Code | INF174K01302 | INF277K015Q7 |
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 | Tata Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Month | 0.83% | 0.83% |
6 Month | 3.69% | 3.57% |
1 Year | 7.38% | 7.16% |
3 Year | 6.91% | 6.58% |
5 Year | 5.67% | 5.46% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
6 Month | 1.91% | 1.88% |
1 Year | 7.43% | 7.28% |
3 Year | 7.52% | 7.23% |
5 Year | 6.62% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
1 Year | 7.01% | 5.21% |
3 Year | 6.53% | 4.79% |
5 Year | 7.23% | 5.34% |
Risk Management
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | 0.623% | 0.592% |
Sharp | 0.336% | -0.416% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Name | Hiten Shah | Sailesh Jain |
Total AUM | ₹54601 Cr | ₹17041 Cr |
Funds Managed | 4 | 7 |
Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 102.06 | 101.54 |
Large Cap | 57.67 | 46.75 |
Mid Cap | 12.58 | 15.2 |
Small Cap | 2.4 | 2.95 |
Sector Allocation
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
---|---|---|
Others | 101.55 | 100.82 |
Basic Materials | 7.66 | 8.71 |
Energy | 8.75 | 7.06 |
Utilities | 4.11 | 3.52 |
Industrials | 5.82 | 6.06 |
Technology | 5.07 | 2.15 |
Healthcare | 2.62 | 1.77 |
Consumer Defensive | 3.85 | 3.15 |
Financial Services | 22.78 | 19.96 |
Consumer Cyclical | 7.68 | 8.77 |
Real Estate | 1.11 | 1.53 |
Communication Services | 3.7 | 2.93 |
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