Axis 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 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 Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
Fund Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹47464 Cr ₹5237 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Sep 2005 20 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 1.01 1.01
Manager Hiten Shah Devang Shah
ISIN Code INF174K01302 INF846K01QC8
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 Axis Arbitrage Fund - Regular Plan - Growth
1 Month 0.56% 0.57%
6 Month 3.81% 3.65%
1 Year 7.82% 7.61%
3 Year 6.2% 5.86%
5 Year 5.48% 5.19%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
6 Month - -
1 Year 3.83% 3.68%
3 Year 10.7% 10.1%
5 Year 15.98% 15.06%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
1 Year 4.85% 4.59%
3 Year 12.57% 11.86%
5 Year 16.19% 15.25%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth Axis Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.7% 0.66%
Sharp -0.89% -1.31%
Beta 0.87% 0.8%
Alpha -0.03% -0.34%

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Fund Managers

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

Market Cap

Scheme Name

Kotak Equity Arbitrage Fund - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 26.91 26.31
Large Cap -0.22 38.5
Mid Cap -0.049999999999994 7.49
Small Cap 1.1102230246252E-16 1.58

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

Axis Arbitrage Fund - Regular Plan - Growth

Others 26.91 72.33
Banks -0.079999999999999 -
IT - Software -0.0099999999999989 -
Petroleum Products -0.0099999999999998 -
Aerospace & Defense -0.02 -
Metals & Minerals Trading -0.01 -
Telecom - Services 2.2204460492503E-16 -
Construction -0.01 0.07
Finance 0.010000000000001 -
Transport Services -0.01 -
Consumable Fuels -0.01 -
Diversified Metals -0.01 -
Power -0.01 -
Realty -0.0099999999999999 -
Diversified FMCG -0.0099999999999999 -
Automobiles -0.01 -
Oil -1.1102230246252E-16 -
Consumer Durables -0.01 -
Insurance -1.1102230246252E-16 -
Ferrous Metals 0 -
Pharmaceuticals & Biotechnology -0.01 -
Electrical Equipment 1.1102230246252E-16 -
Industrial Products 0 -
Food Products -1.1102230246252E-16 -
Retailing 0 -
Leisure Services 0 -
Beverages 0 -
Healthcare Services 0 -
Agricultural, Commercial & Construction Vehicles 0 -
Gas -0.01 -
Transport Infrastructure 0 -
Auto Components -0.01 -
Cement & Cement Products 0 -
Minerals & Mining -0.01 -
Agricultural Food & other Products -0.01 -
Capital Markets 5.5511151231258E-17 -
Non - Ferrous Metals 0 -
Personal Products 0 -
Fertilizers & Agrochemicals -0.01 -
Chemicals & Petrochemicals -2.7755575615629E-17 -
Entertainment 0 -
Financial - 1.65
Energy - -0.05
Capital Goods - -0.02
Metals & Mining - -0.059999999999999
Healthcare - -0.02
Automobile - -0.01
Materials - -0.0099999999999999
Consumer Discretionary - 0
Consumer Staples - 0.0099999999999999
Communication - -0.01
Chemicals - 0
Services - 0
Diversified - 0

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