LIC MF Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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tortoise-icon LIC MF Arbitrage Fund Regular - Growth

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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 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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth LIC MF Arbitrage Fund Regular - Growth
1 Month 0.82% 0.75%
6 Month 3.72% 3.47%
1 Year 7.92% 7.12%
3 Year 6.44% 5.82%
5 Year 5.55% 4.88%

SIP Return Analysis

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%

Rolling Lumpsum Returns

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%

Risk Management

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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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
Fund Manage 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 22.32 35.98
Large Cap -0.46 37.84
Small Cap 0.01 6.7
Mid Cap -0.15 19.52

Sector Allocation

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

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