Tata Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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)	₹53322 Cr	₹11519 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹150
Min Addl Investment	₹100	₹1000
Launch Date	29 Sep 2005	05 Dec 2018
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Close Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	1777.06%	487.73%
Expense Ratio	1.01	1.07
Manager	Hiten Shah	Sailesh Jain
ISIN Code	INF174K01302	INF277K015Q7
Exits Load	Exit load of 0.25% if redeemed within 30 days/365	Exit load of 0.25%, if redeemed within 30 days./365

Scheme Name	Kotak Equity Arbitrage Fund - Growth	Tata Arbitrage Fund-Regular Plan-Growth
1 Month	0.85%	0.8%
6 Month	3.75%	3.68%
1 Year	7.95%	7.61%
3 Year	6.44%	6.06%
5 Year	5.54%	5.42%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	Tata Arbitrage Fund-Regular Plan-Growth
6 Month	-	-
1 Year	7.52%	7.23%
3 Year	7.21%	6.87%
5 Year	6.26%	5.97%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	Tata Arbitrage Fund-Regular Plan-Growth
1 Year	6.96%	5.06%
3 Year	6.53%	4.72%
5 Year	7.24%	5.33%

Scheme Name	Kotak Equity Arbitrage Fund - Growth	Tata Arbitrage Fund-Regular Plan-Growth
Standard Deviation	0.7%	0.67%
Sharp	-0.6%	-1.47%
Beta	0.85%	0.84%
Alpha	0.01%	-0.44%

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Scheme Name	Kotak Equity Arbitrage Fund - Growth	Tata Arbitrage Fund-Regular Plan-Growth
Name	Hiten Shah	Sailesh Jain
Total AUM	₹54601 Cr	₹17041 Cr
Fund Manage	4	7
	Kotak Equity Arbitrage Fund - Growth	Tata Arbitrage Fund-Regular Plan-Growth

Scheme Name	Kotak Equity Arbitrage Fund - Growth	Tata Arbitrage Fund-Regular Plan-Growth
Others	22.32	-31.8
Large Cap	-0.46	27.94
Small Cap	0.01	2.74
Mid Cap	-0.15	5.41

Scheme Name	Kotak Equity Arbitrage Fund - Growth	Tata Arbitrage Fund-Regular Plan-Growth
Others	22.32	-
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
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	-
Capital Goods	-	-0.02
Healthcare	-	-0.02
Financial	-	2.77
Consumer Staples	-	5.1868231931707E-16
Energy	-	-0.04
Chemicals	-	-0.01
Automobile	-	-0.03
Services	-	-0.0099999999999999
Metals & Mining	-	-0.020000000000001
Materials	-	-0.01
Diversified	-	0
Technology	-	-0.01
Communication	-	1.69