Edelweiss Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Fund | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹69924 Cr | ₹15045 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 Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Month | 0.47% | 0.46% |
6 Month | 3.3% | 3.24% |
1 Year | 7% | 6.92% |
3 Year | 7.21% | 7.04% |
5 Year | 5.85% | 5.68% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
6 Month | 1.63% | 1.63% |
1 Year | 6.89% | 6.83% |
3 Year | 7.36% | 7.21% |
5 Year | 6.68% | 6.52% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
1 Year | 7.06% | 6.24% |
3 Year | 6.58% | 5.95% |
5 Year | 7.22% | 5.41% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 0.55% | 0.54% |
Sharp | 0.63% | 0.30% |
Beta | - | 0.65% |
Alpha | - | -0.17% |
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Fund Managers
Scheme Name | Kotak 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 Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
Scheme Name |
Kotak Arbitrage Fund - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 23.67 | 26.15 |
Large Cap | 54.6 | 45.15 |
Mid Cap | 18.45 | 21.49 |
Small Cap | 3.28 | 7.21 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
---|---|---|
Others | 21.24 | 23.99 |
Basic Materials | 8.19 | 9.48 |
Energy | 5.29 | 6.53 |
Utilities | 4.72 | 5.19 |
Industrials | 7.86 | 5.98 |
Technology | 4.99 | 5.46 |
Healthcare | 5.73 | 4.82 |
Consumer Defensive | 4.92 | 4.78 |
Financial Services | 22.38 | 22.8 |
Consumer Cyclical | 9.71 | 6.35 |
Real Estate | 0.97 | 0.91 |
Communication Services | 4.01 | 3.71 |
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