Axis Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹69924 Cr | ₹6950 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 | 0.44% | 0.45% |
6 Month | 3.34% | 3.31% |
1 Year | 6.95% | 6.78% |
3 Year | 7.16% | 6.8% |
5 Year | 5.82% | 5.52% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.66% | 1.66% |
1 Year | 6.94% | 6.82% |
3 Year | 7.39% | 7.11% |
5 Year | 6.68% | 6.39% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.07% | 6.02% |
3 Year | 6.56% | 5.7% |
5 Year | 7.22% | 5.2% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.55% | 0.55% |
Sharp | 0.63% | -0.12% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 23.67 | 33.1 |
Large Cap | 54.6 | 44.82 |
Mid Cap | 18.45 | 16.96 |
Small Cap | 3.28 | 5.12 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 21.24 | 31.57 |
Basic Materials | 8.19 | 7.45 |
Energy | 5.29 | 4.46 |
Utilities | 4.72 | 2.5 |
Industrials | 7.86 | 4.24 |
Technology | 4.99 | 5.99 |
Healthcare | 5.73 | 3.45 |
Consumer Defensive | 4.92 | 3.2 |
Financial Services | 22.38 | 26.55 |
Consumer Cyclical | 9.71 | 5.56 |
Real Estate | 0.97 | 1.87 |
Communication Services | 4.01 | 3.16 |
Top Comparisons
Tata Money Market Fund-Regular Plan - Growth Option
3Y Returns7.49%
LIC MF Money Market Fund Regular - Growth
3Y Returns0%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.32%
Axis Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns8.19%
BANDHAN INNOVATION FUND REGULAR PLAN GROWTH
3Y Returns0%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns7.25%
Mirae Asset Short Duration Fund- Regular Plan -Growth
3Y Returns7.17%