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Kotak Equity Arbitrage Fund vs Axis Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹72774 Cr | ₹8400 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Sep 2005 | 14 Aug 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 64.15% |
| Expense Ratio | 1.04 | 0.99 |
| Manager | Hiten Shah | Devang Shah |
| ISIN Code | INF174K01302 | INF846K01QC8 |
| Exits Load | Kotak Equity Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Axis Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.59% | 0.63% |
| 6 Month | 2.92% | 2.9% |
| 1 Year | 6.39% | 6.35% |
| 3 Year | 7.21% | 6.94% |
| 5 Year | 6.06% | 5.81% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 1.52% |
| 1 Year | 6.05% | 6.01% |
| 3 Year | 6.87% | 6.69% |
| 5 Year | 6.66% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.99% | 6.06% |
| 3 Year | 6.61% | 5.84% |
| 5 Year | 7.2% | 5.27% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.66% |
| Sharp | 2.45% | 2.06% |
| Beta | 0.57% | 0.48% |
| Alpha | 0.31% | 0.2% |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Hiten Shah | Devang Shah |
| Total AUM | ₹54601 Cr | ₹60014 Cr |
| Funds Managed | 4 | 15 |
| Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 24.37 | 26.14 |
| Large Cap | 51.68 | 43.38 |
| Mid Cap | 20.85 | 24.94 |
| Small Cap | 3.11 | 5.53 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.01 | 24.23 |
| Energy | 3.63 | 3.17 |
| Industrials | 8.36 | 5.36 |
| Basic Materials | 11.76 | 8.84 |
| Healthcare | 6.1 | 3.54 |
| Consumer Defensive | 5.56 | 3.7 |
| Financial Services | 23.08 | 27.28 |
| Technology | 5.25 | 3.21 |
| Consumer Cyclical | 10.12 | 10.3 |
| Real Estate | 1.02 | 2.39 |
| Utilities | 2.37 | 2.44 |
| Communication Services | 2.74 | 5.54 |
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