DSP Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
DSP Arbitrage Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹71518 Cr | ₹5986 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Sep 2005 | 25 Jan 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 1209% |
| Expense Ratio | 1.04 | 0.99 |
| Manager | Hiten Shah | Kedar Karnik |
| ISIN Code | INF174K01302 | INF740KA1DI4 |
| 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 | DSP Arbitrage fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.55% | 0.53% |
| 6 Month | 2.8% | 2.77% |
| 1 Year | 6.48% | 6.25% |
| 3 Year | 7.27% | 6.98% |
| 5 Year | 5.92% | 5.54% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.35% | 1.33% |
| 1 Year | 5.94% | 5.76% |
| 3 Year | 6.95% | 6.67% |
| 5 Year | 6.61% | 6.3% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Year | 7.04% | 5.98% |
| 3 Year | 6.59% | 4.96% |
| 5 Year | 7.21% | 5.09% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.43% | 0.37% |
| Sharp | 1.22% | 0.65% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Name | Hiten Shah | Kedar Karnik |
| Total AUM | ₹54601 Cr | ₹32997 Cr |
| Funds Managed | 4 | 11 |
| Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 22.72 | 32.76 |
| Large Cap | 57.46 | 43.46 |
| Mid Cap | 17.39 | 18.86 |
| Small Cap | 2.43 | 4.91 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 20.6 | 30.86 |
| Energy | 5.72 | 5.1 |
| Industrials | 7.36 | 7.02 |
| Technology | 4.41 | 4.6 |
| Basic Materials | 9.99 | 6.43 |
| Healthcare | 4.68 | 4.04 |
| Consumer Defensive | 4.52 | 4.98 |
| Financial Services | 23.54 | 26.15 |
| Consumer Cyclical | 10.59 | 4.57 |
| Real Estate | 1.81 | 1 |
| Utilities | 3.76 | 2.69 |
| Communication Services | 3.01 | 2.55 |
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