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) | ₹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 | 0.62% | 0.59% |
| 6 Month | 2.95% | 2.86% |
| 1 Year | 6.62% | 6.68% |
| 3 Year | 6.49% | 7.21% |
| 5 Year | 4.81% | 5.91% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.44% |
| 1 Year | 6.29% | 6.19% |
| 3 Year | 6.78% | 7.05% |
| 5 Year | 5.91% | 6.64% |
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 | 0.51% | 0.45% |
| Sharp | -0.67% | 1.00% |
| 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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