Axis Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

Axis Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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Kotak Arbitrage Fund - Growth

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Axis Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth
Fund	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Low	Low
Asset Size (Cr)	₹72153 Cr	₹8400 Cr
Min Investment	₹100	₹500
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Sep 2005	14 Aug 2014
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	1777.06%	64.15%
Expense Ratio	1.04	0.99
Manager	Hiten Shah	Devang Shah
ISIN Code	INF174K01302	INF846K01QC8
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	Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth
1 Month	0.63%	0.61%
6 Month	2.96%	2.92%
1 Year	6.38%	6.31%
3 Year	7.18%	6.91%
5 Year	6.07%	5.81%

SIP Return Analysis

Scheme Name	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth
6 Month	1.5%	1.5%
1 Year	5.99%	5.96%
3 Year	6.85%	6.68%
5 Year	6.65%	6.41%

Rolling Lumpsum Returns

Scheme Name	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth
1 Year	6.99%	6.06%
3 Year	6.61%	5.85%
5 Year	7.2%	5.27%

Risk Management

Scheme Name	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation	0.7%	0.66%
Sharp	2.45%	2.06%
Beta	0.57%	0.48%
Alpha	0.31%	0.2%

Fund Managers

Scheme Name	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth
Name	Hiten Shah	Devang Shah
Total AUM	₹54601 Cr	₹60014 Cr
Funds Managed	4	15
	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth

Market Cap

Scheme Name	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth
Others	21.94	25.25
Large Cap	54.95	45.82
Mid Cap	20.74	24.37
Small Cap	2.37	4.56

Sector Allocation

Scheme Name	Kotak Arbitrage Fund - Growth	Axis Arbitrage Fund - Regular Plan - Growth
Others	18.78	21.82
Communication Services	2.87	4.99
Energy	3.81	3.26
Industrials	9.13	6.15
Technology	3.72	3.37
Consumer Cyclical	8.96	11.15
Basic Materials	11.46	9.69
Healthcare	5.52	4.07
Consumer Defensive	4.76	3.79
Financial Services	26.22	26.75
Real Estate	1.16	2.6
Utilities	3.62	2.36

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