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Kotak Equity Arbitrage Fund vs Edelweiss Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹71518 Cr | ₹16053 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Sep 2005 | 27 Jun 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% | 370% |
| Expense Ratio | 1.04 | 1.05 |
| Manager | Hiten Shah | Dhawal Dalal |
| ISIN Code | INF174K01302 | INF754K01EF3 |
| 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 | Edelweiss Arbitrage Fund - Growth charges 0.1% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Month | 0.44% | 0.45% |
| 6 Month | 2.69% | 2.68% |
| 1 Year | 6.5% | 6.44% |
| 3 Year | 7.2% | 7.04% |
| 5 Year | 5.87% | 5.72% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.83% | 0.82% |
| 1 Year | 4.95% | 4.88% |
| 3 Year | 6.64% | 6.5% |
| 5 Year | 6.41% | 6.26% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.04% | 6.25% |
| 3 Year | 6.59% | 5.99% |
| 5 Year | 7.21% | 5.42% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.43% | 0.41% |
| Sharp | 1.22% | 0.86% |
| Beta | - | 0.50% |
| Alpha | - | -0.11% |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Name | Hiten Shah | Dhawal Dalal |
| Total AUM | ₹54601 Cr | ₹25974 Cr |
| Funds Managed | 4 | 12 |
| Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 22.72 | 24.04 |
| Large Cap | 57.46 | 46.34 |
| Mid Cap | 17.39 | 23.77 |
| Small Cap | 2.43 | 5.85 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 20.6 | 22.42 |
| Energy | 5.72 | 7.19 |
| Industrials | 7.36 | 5.32 |
| Technology | 4.41 | 4.92 |
| Basic Materials | 9.99 | 8.25 |
| Healthcare | 4.68 | 3.66 |
| Consumer Defensive | 4.52 | 4.41 |
| Financial Services | 23.54 | 27.78 |
| Consumer Cyclical | 10.59 | 6.68 |
| Real Estate | 1.81 | 1.18 |
| Utilities | 3.76 | 4.46 |
| Communication Services | 3.01 | 3.73 |
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