Kotak Equity Arbitrage Fund vs DSP Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
DSP Arbitrage Fund - Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹72774 Cr | ₹6663 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Sep 2005 | 25 Jan 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 1209% |
| Expense Ratio | 1.04 | 0.99 |
| Manager | Hiten Shah | Kedar Karnik |
| ISIN Code | INF174K01302 | INF740KA1DI4 |
| 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 | DSP 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 | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Month | 0.57% | 0.54% |
| 6 Month | 2.88% | 2.81% |
| 1 Year | 6.41% | 6.18% |
| 3 Year | 7.22% | 6.93% |
| 5 Year | 6.03% | 5.65% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 6 Month | 1.53% | 1.48% |
| 1 Year | 6.05% | 5.87% |
| 3 Year | 6.87% | 6.6% |
| 5 Year | 6.66% | 6.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| 1 Year | 6.99% | 6.12% |
| 3 Year | 6.61% | 5.03% |
| 5 Year | 7.2% | 5.1% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.69% |
| Sharp | 2.45% | 2.15% |
| Beta | 0.57% | 0.47% |
| Alpha | 0.31% | 0.22% |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Name | Hiten Shah | Kedar Karnik |
| Total AUM | ₹54601 Cr | ₹32997 Cr |
| Funds Managed | 4 | 11 |
| Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 24.37 | 30.55 |
| Large Cap | 51.68 | 46.27 |
| Mid Cap | 20.85 | 18.52 |
| Small Cap | 3.11 | 4.66 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
DSP Arbitrage Fund - Regular - Growth |
|---|---|---|
| Others | 20.01 | 28.16 |
| Energy | 3.63 | 4.51 |
| Industrials | 8.36 | 7.79 |
| Basic Materials | 11.76 | 7.52 |
| Healthcare | 6.1 | 4.02 |
| Consumer Defensive | 5.56 | 5.02 |
| Financial Services | 23.08 | 27.71 |
| Technology | 5.25 | 4.11 |
| Consumer Cyclical | 10.12 | 4.92 |
| Real Estate | 1.02 | 1.12 |
| Utilities | 2.37 | 2.44 |
| Communication Services | 2.74 | 2.67 |
Top Comparisons
Nippon India Overnight Fund - Regular Plan - Growth Option
3Y Returns6.33%
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.29%
ICICI Prudential Dynamic Asset Allocation Active FOF - Growth
3Y Returns13.83%
HDFC Multi-Asset Active FOF - Growth
3Y Returns15.9%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns14.74%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns14.74%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns9.83%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns%