Kotak Equity Arbitrage Fund vs UTI Arbitrage Fund compare

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)	₹53322 Cr	₹5521 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	29 Sep 2005	22 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	0.9
Manager	Hiten Shah	Deepesh Agarwal
ISIN Code	INF174K01302	INF789FB1RJ0
Exits Load	Exit load of 0.25% if redeemed within 30 days/365	Exit load of 0.25%, if redeemed within 15 days./365

Scheme Name	Kotak Equity Arbitrage Fund - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month	0.67%	0.59%
6 Month	3.61%	3.65%
1 Year	7.72%	7.73%
3 Year	6.34%	5.83%
5 Year	5.48%	5.27%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month	-	-
1 Year	3.83%	3.73%
3 Year	10.7%	10.27%
5 Year	15.98%	15.31%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
1 Year	6.95%	6.65%
3 Year	6.53%	6.68%
5 Year	7.24%	7.05%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
Standard Deviation	0.7%	0.68%
Sharp	-1.1%	-1.31%
Beta	0.21%	0.87%
Alpha	-0.76%	-0.33%

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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

Scheme Name	Kotak Equity Arbitrage Fund - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
Others	22.32	16.28
Large Cap	-0.46	46.86
Small Cap	0.01	3.53
Mid Cap	-0.15	15.07

Scheme Name	Kotak Equity Arbitrage Fund - Growth	UTI Arbitrage Fund - Regular Plan - Growth Option
Others	22.32	76.69
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	-0.01
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	-
Financial	-	1.69
Automobile	-	-0.030000000000001
Chemicals	-	0.03
Consumer Staples	-	0.08
Consumer Discretionary	-	-0.01
Materials	-	-0.030000000000001
Technology	-	-0.0099999999999999
Healthcare	-	-0.040000000000001
Metals & Mining	-	-0.08
Energy	-	2.65
Capital Goods	-	-0.04
Communication	-	-0.050000000000001
Services	-	0.9
Diversified	-	0