Edelweiss Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Kotak Equity Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹57567 Cr | ₹12906 Cr |
Min Investment | ₹100 | ₹100 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹100 |
Launch Date | 29 Sep 2005 | 27 Jun 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% | 370% |
Expense Ratio | 1.04 | 1.05 |
Manager | Hiten Shah | Dhawal Dalal |
ISIN Code | INF174K01302 | INF754K01EF3 |
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 | Edelweiss Arbitrage Fund - Growth charges 0.1% 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 | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 0.65% | 0.64% |
6 Month | 3.64% | 3.59% |
1 Year | 7.16% | 7.03% |
3 Year | 7.06% | 6.88% |
5 Year | 5.73% | 5.56% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.79% | 1.75% |
1 Year | 7.23% | 7.1% |
3 Year | 7.48% | 7.31% |
5 Year | 6.69% | 6.52% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 7.07% | 6.21% |
3 Year | 6.56% | 5.88% |
5 Year | 7.22% | 5.39% |
Risk Management
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.623% | 0.607% |
Sharp | 0.336% | 0.16% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Name | Hiten Shah | Dhawal Dalal |
Total AUM | ₹54601 Cr | ₹25974 Cr |
Funds Managed | 4 | 12 |
Kotak Equity Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 102.06 | 103.13 |
Large Cap | 57.67 | 49.6 |
Mid Cap | 12.58 | 15.88 |
Small Cap | 2.4 | 4.67 |
Sector Allocation
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 101.55 | 102.49 |
Basic Materials | 7.66 | 9.92 |
Energy | 8.75 | 7.16 |
Utilities | 4.11 | 3.06 |
Industrials | 5.82 | 6.73 |
Technology | 5.07 | 4.79 |
Healthcare | 2.62 | 3.08 |
Consumer Defensive | 3.85 | 1.93 |
Financial Services | 22.78 | 22.68 |
Consumer Cyclical | 7.68 | 7.6 |
Real Estate | 1.11 | 0.52 |
Communication Services | 3.7 | 3.33 |
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