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 | ₹67362 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% | 0.56% |
6 Month | 3.71% | 3.59% |
1 Year | 6.84% | 7.12% |
3 Year | 6.12% | 7.04% |
5 Year | 4.58% | 5.72% |
SIP Return Analysis
Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
6 Month | 1.64% | 1.66% |
1 Year | 6.88% | 7.02% |
3 Year | 6.89% | 7.4% |
5 Year | 5.75% | 6.65% |
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 | 0.66% | 0.56% |
Sharp | -1.19% | 0.54% |
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 | 26.79 | 102.06 |
Large Cap | 56.82 | 57.67 |
Mid Cap | 14.62 | 12.58 |
Small Cap | 1.77 | 2.4 |
Sector Allocation
Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Kotak Arbitrage Fund - Growth |
---|---|---|
Others | 26.79 | 101.55 |
Energy | 2.78 | 8.75 |
Technology | 1.65 | 5.07 |
Industrials | 5.1 | 5.82 |
Financial Services | 29.76 | 22.78 |
Healthcare | 4.06 | 2.62 |
Basic Materials | 15.27 | 7.66 |
Consumer Cyclical | 4.63 | 7.68 |
Communication Services | 5.73 | 3.7 |
Consumer Defensive | 4.23 | 3.85 |
Utilities | - | 4.11 |
Real Estate | - | 1.11 |
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