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) | ₹72274 Cr | ₹6168 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 | 0.3% | 0.31% |
6 Month | 3.08% | 2.95% |
1 Year | 6.66% | 6.41% |
3 Year | 7.18% | 6.88% |
5 Year | 5.87% | 5.47% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
6 Month | 1.35% | 1.31% |
1 Year | 6.24% | 5.98% |
3 Year | 7.12% | 6.8% |
5 Year | 6.62% | 6.28% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
1 Year | 7.06% | 5.88% |
3 Year | 6.58% | 4.9% |
5 Year | 7.22% | 5.08% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Standard Deviation | 0.43% | 0.37% |
Sharp | 1.14% | 0.54% |
Beta | - | - |
Alpha | - | - |
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 | 26.79 | 35.89 |
Large Cap | 54.99 | 42.98 |
Mid Cap | 15.76 | 16.9 |
Small Cap | 2.45 | 4.23 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
DSP Arbitrage Fund - Regular - Growth |
---|---|---|
Others | 23.74 | 33.62 |
Energy | 5.44 | 4.51 |
Utilities | 2.88 | 2.83 |
Industrials | 7.75 | 7.11 |
Technology | 6.48 | 5.77 |
Basic Materials | 6.93 | 5.58 |
Healthcare | 5.4 | 3.8 |
Consumer Defensive | 4.72 | 5.35 |
Financial Services | 23.08 | 23.33 |
Consumer Cyclical | 9.15 | 4.5 |
Real Estate | 1.44 | 0.98 |
Communication Services | 2.97 | 2.62 |
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