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Kotak Equity Arbitrage Fund vs Axis Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
Axis Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹57567 Cr | ₹5848 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 Equity Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.65% | 0.64% |
| 6 Month | 3.64% | 3.56% |
| 1 Year | 7.16% | 6.94% |
| 3 Year | 7.06% | 6.68% |
| 5 Year | 5.73% | 5.43% |
SIP Return Analysis
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.79% | 1.77% |
| 1 Year | 7.23% | 7.04% |
| 3 Year | 7.48% | 7.18% |
| 5 Year | 6.69% | 6.39% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.07% | 6.02% |
| 3 Year | 6.56% | 5.7% |
| 5 Year | 7.22% | 5.2% |
Risk Management
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.623% | 0.61% |
| Sharp | 0.336% | -0.476% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Equity 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 Equity Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 102.06 | 100.01 |
| Large Cap | 57.67 | 53.26 |
| Mid Cap | 12.58 | 12.66 |
| Small Cap | 2.4 | 2.52 |
Sector Allocation
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 101.55 | 99.67 |
| Basic Materials | 7.66 | 6.67 |
| Energy | 8.75 | 6.54 |
| Utilities | 4.11 | 2.62 |
| Industrials | 5.82 | 4.77 |
| Technology | 5.07 | 4.02 |
| Healthcare | 2.62 | 2.74 |
| Consumer Defensive | 3.85 | 2.3 |
| Financial Services | 22.78 | 27.09 |
| Consumer Cyclical | 7.68 | 7.26 |
| Real Estate | 1.11 | 2.2 |
| Communication Services | 3.7 | 2.59 |
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