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ITI Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare

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tortoise-icon ITI Arbitrage Fund Regular - Growth

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tortoise-icon Kotak Arbitrage Fund - Growth

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Chart Comparison

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

Overview

Scheme Name ITI Arbitrage Fund Regular - Growth Kotak Arbitrage Fund - Growth
Fund ITI Arbitrage Fund Regular - Growth Kotak Arbitrage Fund - Growth
Investment Plan Growth Growth
Level of Risk Very High Low
Asset Size (Cr) ₹51 Cr ₹71518 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 09 Sep 2019 29 Sep 2005
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over % 1777.06%
Expense Ratio 0.93 1.04
Manager Vikrant Mehta Hiten Shah
ISIN Code INF00XX01416 INF174K01302
Exits Load ITI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 Kotak Equity 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 ITI Arbitrage Fund Regular - Growth Kotak Arbitrage Fund - Growth
1 Month 0.56% 0.55%
6 Month 2.92% 2.8%
1 Year 6.47% 6.48%
3 Year 6.6% 7.27%
5 Year 4.84% 5.92%

SIP Return Analysis

Scheme Name ITI Arbitrage Fund Regular - Growth Kotak Arbitrage Fund - Growth
6 Month 1.37% 1.35%
1 Year 6.02% 5.94%
3 Year 6.69% 6.95%
5 Year 5.9% 6.61%

Rolling Lumpsum Returns

Scheme Name ITI Arbitrage Fund Regular - Growth Kotak Arbitrage Fund - Growth
1 Year 3.34% 7.04%
3 Year 4.2% 6.59%
5 Year 4.34% 7.21%

Risk Management

Scheme Name ITI Arbitrage Fund Regular - Growth Kotak Arbitrage Fund - Growth
Standard Deviation 0.47% 0.43%
Sharp -0.37% 1.22%
Beta - -
Alpha - -

Fund Managers

Scheme Name ITI Arbitrage Fund Regular - Growth Kotak Arbitrage Fund - Growth
Name Vikrant Mehta Hiten Shah
Total AUM ₹698 Cr ₹54601 Cr
Funds Managed 8 4
ITI Arbitrage Fund Regular - Growth Kotak Arbitrage Fund - Growth

Market Cap

Scheme Name

ITI Arbitrage Fund Regular - Growth

Kotak Arbitrage Fund - Growth

Others 30.48 22.72
Large Cap 36.4 57.46
Mid Cap 23.64 17.39
Small Cap 9.48 2.43

Sector Allocation

Scheme Name

ITI Arbitrage Fund Regular - Growth

Kotak Arbitrage Fund - Growth

Others 28.69 20.6
Industrials 8.46 7.36
Financial Services 31.18 23.54
Healthcare 2.83 4.68
Basic Materials 12.45 9.99
Energy 1.3 5.72
Consumer Cyclical 1.16 10.59
Utilities 1.43 3.76
Communication Services 1.21 3.01
Consumer Defensive 1.22 4.52
Real Estate 0.79 1.81
Technology 9.27 4.41

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