ITI Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare
ITI Arbitrage Fund Regular - Growth
Kotak Arbitrage Fund - Growth
Chart Comparison
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) | ₹48 Cr | ₹69924 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 | 0.41% | 0.35% |
6 Month | 3.48% | 3.37% |
1 Year | 6.69% | 6.88% |
3 Year | 6.21% | 7.1% |
5 Year | 4.66% | 5.79% |
SIP Return Analysis
Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
6 Month | 1.7% | 1.66% |
1 Year | 6.92% | 6.94% |
3 Year | 6.93% | 7.39% |
5 Year | 5.81% | 6.68% |
Rolling Lumpsum Returns
Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
1 Year | 3.08% | 7.07% |
3 Year | 3.83% | 6.56% |
5 Year | 4.28% | 7.22% |
Risk Management
Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
Standard Deviation | 0.64% | 0.55% |
Sharp | -1.01% | 0.63% |
Beta | - | - |
Alpha | - | - |
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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 | 29.85 | 25.11 |
Large Cap | 38.88 | 57.71 |
Mid Cap | 25.73 | 14.59 |
Small Cap | 5.54 | 2.6 |
Sector Allocation
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Kotak Arbitrage Fund - Growth |
---|---|---|
Others | 28.04 | 23.91 |
Industrials | 7.43 | 8.24 |
Technology | 7.87 | 5.33 |
Consumer Defensive | 1.39 | 4.44 |
Financial Services | 24.73 | 22.98 |
Healthcare | 2.96 | 5.08 |
Basic Materials | 14.58 | 7.58 |
Energy | 3.49 | 5.6 |
Utilities | 3.07 | 4.33 |
Communication Services | 2.74 | 3.87 |
Real Estate | 0.79 | 0.99 |
Consumer Cyclical | 2.91 | 7.66 |
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