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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) | ₹72274 Cr | ₹15931 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 | 0.39% | 0.37% |
| 6 Month | 3.17% | 3.13% |
| 1 Year | 6.64% | 6.55% |
| 3 Year | 7.23% | 7.05% |
| 5 Year | 5.86% | 5.7% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.35% | 1.34% |
| 1 Year | 6.24% | 6.15% |
| 3 Year | 7.12% | 6.97% |
| 5 Year | 6.62% | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7.06% | 6.24% |
| 3 Year | 6.58% | 5.95% |
| 5 Year | 7.22% | 5.41% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.43% | 0.42% |
| Sharp | 1.14% | 0.71% |
| Beta | - | 0.51% |
| Alpha | - | -0.07% |
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 | 26.79 | 28.65 |
| Large Cap | 54.99 | 45.22 |
| Mid Cap | 15.76 | 20.57 |
| Small Cap | 2.45 | 5.57 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 23.74 | 26.42 |
| Energy | 5.44 | 6.62 |
| Utilities | 2.88 | 4.42 |
| Industrials | 7.75 | 5.26 |
| Technology | 6.48 | 6.32 |
| Basic Materials | 6.93 | 7.71 |
| Healthcare | 5.4 | 4.69 |
| Consumer Defensive | 4.72 | 4.61 |
| Financial Services | 23.08 | 22.98 |
| Consumer Cyclical | 9.15 | 5.98 |
| Real Estate | 1.44 | 1.07 |
| Communication Services | 2.97 | 3.91 |
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