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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) | ₹50 Cr | ₹72153 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 | 0.55% | 0.55% |
| 6 Month | 2.85% | 2.85% |
| 1 Year | 6.43% | 6.34% |
| 3 Year | 6.73% | 7.2% |
| 5 Year | 5.01% | 6.05% |
SIP Return Analysis
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 6 Month | 1.51% | 1.5% |
| 1 Year | 6.04% | 5.99% |
| 3 Year | 6.65% | 6.85% |
| 5 Year | 6% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 1 Year | 3.69% | 6.99% |
| 3 Year | 4.43% | 6.61% |
| 5 Year | 4.51% | 7.2% |
Risk Management
| Scheme Name | ITI Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| Standard Deviation | 0.79% | 0.7% |
| Sharp | 1.6% | 2.45% |
| Beta | 0.43% | 0.57% |
| Alpha | 0.09% | 0.31% |
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 | 28.31 | 21.94 |
| Large Cap | 40.04 | 54.95 |
| Mid Cap | 18.59 | 20.74 |
| Small Cap | 13.06 | 2.37 |
Sector Allocation
| Scheme Name |
ITI Arbitrage Fund Regular - Growth |
Kotak Arbitrage Fund - Growth |
|---|---|---|
| Others | 27.33 | 18.78 |
| Industrials | 9.98 | 9.13 |
| Financial Services | 33.28 | 26.22 |
| Basic Materials | 11.45 | 11.46 |
| Utilities | 1.26 | 3.62 |
| Real Estate | 0.85 | 1.16 |
| Technology | 11.87 | 3.72 |
| Consumer Cyclical | 3.97 | 8.96 |
| Communication Services | - | 2.87 |
| Energy | - | 3.81 |
| Healthcare | - | 5.52 |
| Consumer Defensive | - | 4.76 |
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Kotak Balanced Advantage Fund -Regular Plan - Growth Option
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Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.12%
