LIC MF Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
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) | ₹57567 Cr | ₹353 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 29 Sep 2005 | 25 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 | 1.04 | 0.99 |
Manager | Hiten Shah | Pratik Harish Shroff |
ISIN Code | INF174K01302 | INF767K01PL9 |
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 | LIC MF 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 | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Month | 0.66% | 0.58% |
6 Month | 3.68% | 3.44% |
1 Year | 7.41% | 6.83% |
3 Year | 6.85% | 6.2% |
5 Year | 5.62% | 4.9% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 2.15% | 1.98% |
1 Year | 7.44% | 6.89% |
3 Year | 7.47% | 6.81% |
5 Year | 6.56% | 5.92% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 7.01% | 4.29% |
3 Year | 6.53% | 4.13% |
5 Year | 7.23% | 4.79% |
Risk Management
Scheme Name | Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.623% | 0.66% |
Sharp | 0.336% | -0.67% |
Beta | - | 0.71% |
Alpha | - | -0.6% |
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Fund Managers
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 |
Funds Managed | 4 | 10 |
Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 102.06 | 33.96 |
Large Cap | 57.67 | 52.33 |
Mid Cap | 12.58 | 10.83 |
Small Cap | 2.4 | 2.89 |
Sector Allocation
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 101.55 | 33.96 |
Basic Materials | 7.66 | 3.74 |
Energy | 8.75 | 8.2 |
Utilities | 4.11 | 4.17 |
Industrials | 5.82 | 5.73 |
Technology | 5.07 | 3.11 |
Healthcare | 2.62 | 0.93 |
Consumer Defensive | 3.85 | 2.12 |
Financial Services | 22.78 | 26.43 |
Consumer Cyclical | 7.68 | 8.44 |
Real Estate | 1.11 | 1.53 |
Communication Services | 3.7 | 1.64 |
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