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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) | ₹72153 Cr | ₹16270 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 | 0.65% | 0.61% |
| 6 Month | 2.97% | 2.93% |
| 1 Year | 6.41% | 6.31% |
| 3 Year | 7.22% | 7.06% |
| 5 Year | 6.09% | 5.93% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 0.99% | 0.98% |
| 1 Year | 4.86% | 4.82% |
| 3 Year | 6.47% | 6.35% |
| 5 Year | 6.43% | 6.3% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 6.99% | 6.28% |
| 3 Year | 6.61% | 6.07% |
| 5 Year | 7.2% | 5.46% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.39% | 0.38% |
| Sharp | 1.74% | 1.28% |
| Beta | 0.57% | 0.46% |
| Alpha | 0.31% | -0.08% |
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 | 21.94 | 29.79 |
| Large Cap | 54.95 | 42.18 |
| Mid Cap | 20.74 | 23.02 |
| Small Cap | 2.37 | 5.01 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 18.78 | 25.52 |
| Communication Services | 2.87 | 4.14 |
| Energy | 3.81 | 5.67 |
| Industrials | 9.13 | 6.01 |
| Technology | 3.72 | 3.01 |
| Consumer Cyclical | 8.96 | 5.35 |
| Basic Materials | 11.46 | 11.34 |
| Healthcare | 5.52 | 4.05 |
| Consumer Defensive | 4.76 | 5.16 |
| Financial Services | 26.22 | 24.13 |
| Real Estate | 1.16 | 1.19 |
| Utilities | 3.62 | 4.43 |
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