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Kotak Equity Arbitrage Fund vs Invesco India Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Invesco India Arbitrage Fund - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹69924 Cr | ₹23900 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 30 Apr 2007 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 2126% |
| Expense Ratio | 1.04 | 1.06 |
| Manager | Hiten Shah | Deepak Gupta |
| ISIN Code | INF174K01302 | INF205K01122 |
| 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 | Invesco India Arbitrage Fund - Growth charges 0.5% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Month | 0.47% | 0.5% |
| 6 Month | 3.3% | 3.26% |
| 1 Year | 7% | 6.94% |
| 3 Year | 7.21% | 7.19% |
| 5 Year | 5.85% | 5.78% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.63% | 1.65% |
| 1 Year | 6.89% | 6.83% |
| 3 Year | 7.36% | 7.25% |
| 5 Year | 6.68% | 6.65% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 7.06% | 6.49% |
| 3 Year | 6.58% | 6.11% |
| 5 Year | 7.22% | 6.77% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.55% | 0.47% |
| Sharp | 0.63% | 0.72% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Name | Hiten Shah | Deepak Gupta |
| Total AUM | ₹54601 Cr | ₹12015 Cr |
| Funds Managed | 4 | 2 |
| Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 23.67 | 21.19 |
| Large Cap | 54.6 | 46.39 |
| Mid Cap | 18.45 | 24.16 |
| Small Cap | 3.28 | 8.26 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 21.24 | 19.87 |
| Basic Materials | 8.19 | 7.56 |
| Energy | 5.29 | 4.61 |
| Utilities | 4.72 | 5.15 |
| Industrials | 7.86 | 7.01 |
| Technology | 4.99 | 6.92 |
| Healthcare | 5.73 | 6.23 |
| Consumer Defensive | 4.92 | 7.69 |
| Financial Services | 22.38 | 24.35 |
| Consumer Cyclical | 9.71 | 6.48 |
| Real Estate | 0.97 | 1.44 |
| Communication Services | 4.01 | 2.71 |
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