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Kotak Equity Arbitrage Fund vs Edelweiss Arbitrage Fund compare

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tortoise-icon Kotak Arbitrage Fund - Growth

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tortoise-icon Edelweiss Arbitrage Fund- Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹69924 Cr ₹15045 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% 0.44%
6 Month 3.34% 3.28%
1 Year 6.95% 6.85%
3 Year 7.2% 7.03%
5 Year 5.82% 5.65%

SIP Return Analysis

Scheme Name Kotak Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
6 Month 1.63% 1.63%
1 Year 6.89% 6.83%
3 Year 7.36% 7.21%
5 Year 6.68% 6.52%

Rolling Lumpsum Returns

Scheme Name Kotak Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
1 Year 7.07% 6.21%
3 Year 6.56% 5.88%
5 Year 7.22% 5.39%

Risk Management

Scheme Name Kotak Arbitrage Fund - Growth Edelweiss Arbitrage Fund- Regular Plan- Growth Option
Standard Deviation 0.55% 0.54%
Sharp 0.63% 0.30%
Beta - 0.65%
Alpha - -0.17%

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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 23.67 26.15
Large Cap 54.6 45.15
Mid Cap 18.45 21.49
Small Cap 3.28 7.21

Sector Allocation

Scheme Name

Kotak Arbitrage Fund - Growth

Edelweiss Arbitrage Fund- Regular Plan- Growth Option

Others 21.24 23.99
Basic Materials 8.19 9.48
Energy 5.29 6.53
Utilities 4.72 5.19
Industrials 7.86 5.98
Technology 4.99 5.46
Healthcare 5.73 4.82
Consumer Defensive 4.92 4.78
Financial Services 22.38 22.8
Consumer Cyclical 9.71 6.35
Real Estate 0.97 0.91
Communication Services 4.01 3.71

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