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) | ₹69924 Cr | ₹6434 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 | 0.47% | 0.48% |
6 Month | 3.3% | 3.16% |
1 Year | 7% | 6.78% |
3 Year | 7.21% | 6.91% |
5 Year | 5.85% | 5.46% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.63% | 1.59% |
1 Year | 6.89% | 6.66% |
3 Year | 7.36% | 7.05% |
5 Year | 6.68% | 6.34% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 7.06% | 5.88% |
3 Year | 6.58% | 4.9% |
5 Year | 7.22% | 5.08% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.55% | 0.51% |
Sharp | 0.63% | 0.04% |
Beta | - | - |
Alpha | - | - |
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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 | 23.67 | 32.74 |
Large Cap | 54.6 | 42.8 |
Mid Cap | 18.45 | 17.83 |
Small Cap | 3.28 | 6.63 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 21.24 | 30.03 |
Basic Materials | 8.19 | 7.77 |
Energy | 5.29 | 4.4 |
Utilities | 4.72 | 2.91 |
Industrials | 7.86 | 7.28 |
Technology | 4.99 | 6.47 |
Healthcare | 5.73 | 3.35 |
Consumer Defensive | 4.92 | 5.16 |
Financial Services | 22.38 | 24.39 |
Consumer Cyclical | 9.71 | 4.35 |
Real Estate | 0.97 | 0.76 |
Communication Services | 4.01 | 3.13 |
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