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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) | ₹72774 Cr | ₹16720 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 | 0.55% | 0.52% |
| 6 Month | 2.75% | 2.72% |
| 1 Year | 6.44% | 6.37% |
| 3 Year | 7.31% | 7.15% |
| 5 Year | 5.98% | 5.83% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 6 Month | 1.4% | 1.39% |
| 1 Year | 5.87% | 5.8% |
| 3 Year | 6.87% | 6.74% |
| 5 Year | 6.61% | 6.47% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 7% | 6.27% |
| 3 Year | 6.6% | 6.06% |
| 5 Year | 7.21% | 5.44% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 0.41% | 0.40% |
| Sharp | 1.42% | 1.06% |
| Beta | 0.55% | 0.45% |
| Alpha | 0.46% | -0.03% |
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 | 20.21 | 21.92 |
| Large Cap | 54.06 | 46.09 |
| Mid Cap | 21.89 | 25.47 |
| Small Cap | 3.83 | 6.52 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Edelweiss Arbitrage Fund- Regular Plan- Growth Option |
|---|---|---|
| Others | 17.39 | 20.52 |
| Energy | 4.34 | 7.87 |
| Industrials | 7.64 | 5.9 |
| Technology | 4.25 | 7 |
| Basic Materials | 12.44 | 9.21 |
| Healthcare | 6.25 | 3.98 |
| Consumer Defensive | 5.47 | 5.35 |
| Financial Services | 25.46 | 25.68 |
| Consumer Cyclical | 9.18 | 6.11 |
| Real Estate | 1.3 | 1.33 |
| Utilities | 3.97 | 3.51 |
| Communication Services | 2.32 | 3.54 |
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