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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) | ₹67362 Cr | ₹6767 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 | 0.6% | 0.59% |
| 6 Month | 3.44% | 3.37% |
| 1 Year | 7.04% | 6.86% |
| 3 Year | 7.12% | 6.74% |
| 5 Year | 5.76% | 5.47% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.67% | 1.66% |
| 1 Year | 6.98% | 6.84% |
| 3 Year | 7.39% | 7.11% |
| 5 Year | 6.67% | 6.38% |
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 | - | - |
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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 | 25.11 | 34.52 |
| Large Cap | 57.71 | 45.85 |
| Small Cap | 2.6 | 3.48 |
| Mid Cap | 14.59 | 16.14 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.91 | 33.82 |
| Basic Materials | 7.58 | 6.71 |
| Energy | 5.6 | 4.17 |
| Utilities | 4.33 | 1.96 |
| Industrials | 8.24 | 3.76 |
| Technology | 5.33 | 7.64 |
| Healthcare | 5.08 | 2.53 |
| Consumer Defensive | 4.44 | 2.62 |
| Financial Services | 22.98 | 27.44 |
| Consumer Cyclical | 7.66 | 4.67 |
| Real Estate | 0.99 | 1.72 |
| Communication Services | 3.87 | 2.96 |
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