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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) | ₹72279 Cr | ₹7873 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 | 0.52% | 0.5% |
| 6 Month | 2.86% | 2.81% |
| 1 Year | 6.52% | 6.37% |
| 3 Year | 7.27% | 6.95% |
| 5 Year | 5.97% | 5.7% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.41% | 1.4% |
| 1 Year | 5.97% | 5.94% |
| 3 Year | 6.93% | 6.74% |
| 5 Year | 6.62% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.01% | 6.05% |
| 3 Year | 6.6% | 5.83% |
| 5 Year | 7.21% | 5.25% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.66% |
| Sharp | 2.43% | 1.98% |
| Beta | 0.58% | 0.5% |
| Alpha | 0.36% | 0.19% |
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 | 20.21 | 27.02 |
| Large Cap | 54.06 | 43.36 |
| Mid Cap | 21.89 | 24.66 |
| Small Cap | 3.83 | 4.96 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.39 | 25.15 |
| Energy | 4.34 | 3.22 |
| Industrials | 7.64 | 5.15 |
| Technology | 4.25 | 4.72 |
| Basic Materials | 12.44 | 8.27 |
| Healthcare | 6.25 | 3.09 |
| Consumer Defensive | 5.47 | 3.59 |
| Financial Services | 25.46 | 26.57 |
| Consumer Cyclical | 9.18 | 9.12 |
| Real Estate | 1.3 | 2.4 |
| Utilities | 3.97 | 2.95 |
| Communication Services | 2.32 | 5.77 |
Top Comparisons
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