DSP Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
DSP Arbitrage Fund - Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Fund | Kotak Equity Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹57567 Cr | ₹6030 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 Equity Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Month | 0.68% | 0.63% |
6 Month | 3.72% | 3.57% |
1 Year | 7.46% | 7.17% |
3 Year | 6.95% | 6.64% |
5 Year | 5.67% | 5.3% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.98% | 1.9% |
1 Year | 7.64% | 7.36% |
3 Year | 7.59% | 7.26% |
5 Year | 6.67% | 6.31% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 7.01% | 5.66% |
3 Year | 6.53% | 4.74% |
5 Year | 7.23% | 5.05% |
Risk Management
Scheme Name | Kotak Equity Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.623% | 0.599% |
Sharp | 0.336% | -0.329% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Name | Hiten Shah | Kedar Karnik |
Total AUM | ₹54601 Cr | ₹32997 Cr |
Funds Managed | 4 | 11 |
Kotak Equity Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
Market Cap
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 102.06 | 101.84 |
Large Cap | 57.67 | 43.91 |
Mid Cap | 12.58 | 18.44 |
Small Cap | 2.4 | 5.87 |
Sector Allocation
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 101.55 | 101.38 |
Basic Materials | 7.66 | 8.45 |
Energy | 8.75 | 5.97 |
Utilities | 4.11 | 2.61 |
Industrials | 5.82 | 8.05 |
Technology | 5.07 | 3.77 |
Healthcare | 2.62 | 3.63 |
Consumer Defensive | 3.85 | 1.83 |
Financial Services | 22.78 | 24.46 |
Consumer Cyclical | 7.68 | 6.02 |
Real Estate | 1.11 | 0.64 |
Communication Services | 3.7 | 3.26 |
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