Edelweiss Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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Kotak Arbitrage Fund - Growth

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Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹72774 Cr	₹16720 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

Scheme Name	Kotak Arbitrage Fund - Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Month	0.52%	0.53%
6 Month	2.91%	2.9%
1 Year	6.39%	6.33%
3 Year	7.21%	7.05%
5 Year	6.03%	5.88%

Scheme Name	Kotak Arbitrage Fund - Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month	1.46%	1.44%
1 Year	5.94%	5.88%
3 Year	6.87%	6.74%
5 Year	6.63%	6.49%

Scheme Name	Kotak Arbitrage Fund - Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year	6.99%	6.28%
3 Year	6.61%	6.07%
5 Year	7.2%	5.46%

Scheme Name	Kotak Arbitrage Fund - Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation	0.7%	0.68%
Sharp	2.45%	2.25%
Beta	0.57%	0.54%
Alpha	0.31%	0.22%

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

Scheme Name	Kotak Arbitrage Fund - Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Others	24.37	-56.88
Large Cap	51.68	44.34
Mid Cap	20.85	28.61
Small Cap	3.11	4.99

Scheme Name	Kotak Arbitrage Fund - Growth	Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Others	20.01	-56.88
Energy	3.63	-
Industrials	8.36	-
Basic Materials	11.76	-
Healthcare	6.1	-
Consumer Defensive	5.56	-
Financial Services	23.08	-
Technology	5.25	-
Consumer Cyclical	10.12	-
Real Estate	1.02	-
Utilities	2.37	-
Communication Services	2.74	-
Petroleum Products	-	5.66
Electrical Equipment	-	1.03
Personal Products	-	0.49
Construction	-	0.61
Ferrous Metals	-	3.73
Finance	-	5.93
Consumer Durables	-	2.07
Capital Markets	-	1.98
Healthcare Services	-	1.41
Banks	-	17.07
Diversified FMCG	-	1
Non - Ferrous Metals	-	1.01
Cement & Cement Products	-	1.28
IT - Software	-	3.53
Leisure Services	-	0.41
Pharmaceuticals & Biotechnology	-	3.55
Automobiles	-	1.61
Aerospace & Defense	-	1.97
Auto Components	-	1.16
Realty	-	1.46
Insurance	-	0.38
Transport Services	-	0.95
Power	-	3.08
Telecom - Services	-	3.53
Gas	-	0.35
IT - Services	-	0.23
Agricultural Food & other Products	-	1.61
Industrial Products	-	0.57
Beverages	-	0.79
Diversified Metals	-	1.65
Oil	-	0.74
Food Products	-	1.18
Industrial Manufacturing	-	0.39
Chemicals & Petrochemicals	-	0.88
Financial Technology (Fintech)	-	0.98
Metals & Minerals Trading	-	0.23
Consumable Fuels	-	0.08
Minerals & Mining	-	1.04
Fertilizers & Agrochemicals	-	0.24
Transport Infrastructure	-	0.6
Retailing	-	1.46
Textiles & Apparels	-	0.02