Kotak Equity Arbitrage Fund vs UTI Arbitrage Fund compare

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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

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Chart Comparison

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

Overview

Scheme Name Kotak Equity Arbitrage Fund - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Fund Kotak Equity Arbitrage Fund - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹54941 Cr ₹6144 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2005 29 Jun 2006
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 1777.06% 1110%
Expense Ratio 1.01 0.75
Manager Hiten Shah Deepesh Agarwal
ISIN Code INF174K01302 INF789FB1RJ0
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 UTI 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 UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.62% 0.66%
6 Month 3.53% 3.55%
1 Year 8.1% 7.98%
3 Year 6.52% 6.26%
5 Year 5.57% 5.39%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.35% 7.35%
3 Year 7.25% 7.08%
5 Year 6.32% 6.12%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year 6.96% 6.66%
3 Year 6.53% 6.68%
5 Year 7.24% 7.06%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation 0.7% 0.68%
Sharp -0.75% -1.31%
Beta 0.83% 0.87%
Alpha -0.12% -0.33%

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Fund Managers

Scheme Name Kotak Equity Arbitrage Fund - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
Name Hiten Shah Deepesh Agarwal
Total AUM ₹54601 Cr ₹35015 Cr
Fund Manage 4 9
Kotak Equity Arbitrage Fund - Growth UTI Arbitrage Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

Kotak Equity Arbitrage Fund - Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 21.54 30.97
Large Cap -0.32 -0.33
Small Cap -0.01 0
Mid Cap -0.13 -0.11

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

UTI Arbitrage Fund - Regular Plan - Growth Option

Others 21.47 30.89
Petroleum Products -0.03 -0.02
Gas 0 0
Electrical Equipment -0.02 -0.01
Industrial Products -0.01 0
IT - Software -0.01 -0.05
Cement & Cement Products -0.01 -0.03
Pharmaceuticals & Biotechnology -0.02 0.05
IT - Services 0 -
Personal Products 0 0
Construction -0.01 0
Ferrous Metals 0 -0.0099999999999999
Finance 0 -0.02
Consumer Durables -0.01 -0.01
Capital Markets -0.02 0
Banks -0.11 -0.099999999999999
Diversified FMCG 0.01 0
Non - Ferrous Metals 0 0
Agricultural, Commercial & Construction Vehicles 0 0
Chemicals & Petrochemicals -0.01 0
Leisure Services -0.01 0
Automobiles -0.03 -0.04
Aerospace & Defense -0.02 -0.01
Fertilizers & Agrochemicals 0 -0.01
Pharmaceuticals and Biotechnology 0.07 -
Realty -0.01 -0.02
Transport Services 0 0
Telecom - Services -0.03 -0.02
Insurance -0.02 0
Entertainment 0 -
Agricultural Food & other Products 0 0
Diversified Metals 0 -0.01
Oil 0 0
Food Products -0.01 -0.01
Power -0.01 0
Auto Components -0.01 0
Healthcare Services -0.01 0
Metals & Minerals Trading 0 -0.0099999999999999
Consumable Fuels 0 0
Minerals & Mining -0.01 -0.01
Retailing -0.02 -0.01
Beverages 0 0
Transport Infrastructure -0.02 -0.01
Textiles & Apparels 0 -

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