- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹67362 Cr | ₹6767 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 | 0.65% | 0.6% |
| 6 Month | 3.51% | 3.41% |
| 1 Year | 7.05% | 6.84% |
| 3 Year | 7.09% | 6.71% |
| 5 Year | 5.73% | 5.42% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.66% | 1.63% |
| 1 Year | 7.02% | 6.82% |
| 3 Year | 7.4% | 7.1% |
| 5 Year | 6.65% | 6.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak 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 Arbitrage Fund - Growth | Axis Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.56% |
| Sharp | 0.54% | -0.23% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 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 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 |
Top Comparisons
Motilal Oswal Asset Allocation FOF- A- Regular Growth
3Y Returns18.39%
Motilal Oswal Asset Allocation FOF- C- Regular Growth
3Y Returns14.5%
Baroda BNP Paribas Retirement Fund - Reg (G)
3Y Returns0%
PGIM India Retirement Fund - Regular (G)
3Y Returns0%
Mahindra Manulife Balanced Advantage Fund - Regular Plan - Growth
3Y Returns15.57%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns15.15%
ICICI Prudential Medium Term Bond Fund - Growth
3Y Returns8.02%
HSBC Medium Duration Fund - Regular Growth
3Y Returns7.91%
