UTI Arbitrage Fund vs Kotak Equity 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) ₹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

Trailing Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
1 Month 0.85% 0.83%
6 Month 3.75% 3.72%
1 Year 7.95% 7.79%
3 Year 6.44% 6.16%
5 Year 5.54% 5.35%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth UTI Arbitrage Fund - Regular Plan - Growth Option
6 Month - -
1 Year 7.52% 7.4%
3 Year 7.21% 6.99%
5 Year 6.26% 6.04%

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 -0.6% -1.31%
Beta 0.85% 0.87%
Alpha 0.01% -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 22.32 16.28
Large Cap -0.46 46.86
Small Cap 0.01 3.53
Mid Cap -0.15 15.07

Sector Allocation

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

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