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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) | ₹47 Cr | ₹72279 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 | 0.46% | 0.57% |
| 6 Month | 2.91% | 2.85% |
| 1 Year | 6.54% | 6.5% |
| 3 Year | 6.68% | 7.27% |
| 5 Year | 4.92% | 5.98% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 6 Month | 1.36% | 1.41% |
| 1 Year | 5.97% | 5.97% |
| 3 Year | 6.66% | 6.93% |
| 5 Year | 5.91% | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 1 Year | 3.49% | 7.01% |
| 3 Year | 4.31% | 6.6% |
| 5 Year | 4.49% | 7.21% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| Standard Deviation | 0.47% | 0.7% |
| Sharp | -0.37% | 2.43% |
| Beta | - | 0.58% |
| Alpha | - | 0.36% |
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 | 31.69 | 20.21 |
| Large Cap | 39.11 | 54.06 |
| Mid Cap | 18.44 | 21.89 |
| Small Cap | 10.75 | 3.83 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Kotak Arbitrage Fund - Growth |
|---|---|---|
| Others | 30.77 | 17.39 |
| Industrials | 9.72 | 7.64 |
| Financial Services | 33.68 | 25.46 |
| Healthcare | 0 | 6.25 |
| Basic Materials | 10 | 12.44 |
| Energy | 0 | 4.34 |
| Utilities | 1.46 | 3.97 |
| Communication Services | 0 | 2.32 |
| Consumer Defensive | 0 | 5.47 |
| Real Estate | 0.88 | 1.3 |
| Technology | 11.31 | 4.25 |
| Consumer Cyclical | 2.18 | 9.18 |
Top Comparisons
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3Y Returns20.19%
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3Y Returns23.53%
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH
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Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
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Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
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ICICI Prudential Equity Arbitrage Fund - Growth
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Invesco India Arbitrage Fund - Growth Option
3Y Returns7.2%
