- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.35% | 0.38% |
| 6 Month | 3.37% | 3.32% |
| 1 Year | 6.88% | 6.8% |
| 3 Year | 7.1% | 7.09% |
| 5 Year | 5.79% | 5.72% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 6 Month | 1.66% | 1.65% |
| 1 Year | 6.94% | 6.83% |
| 3 Year | 7.39% | 7.26% |
| 5 Year | 6.68% | 6.63% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| 1 Year | 7.07% | 6.46% |
| 3 Year | 6.56% | 6.1% |
| 5 Year | 7.22% | 6.82% |
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 | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 25.11 | 29.01 |
| Large Cap | 57.71 | 45.64 |
| Small Cap | 2.6 | 5.33 |
| Mid Cap | 14.59 | 20.02 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Invesco India Arbitrage Fund - Growth Option |
|---|---|---|
| Others | 23.91 | 28.2 |
| Basic Materials | 7.58 | 5.61 |
| Energy | 5.6 | 3.59 |
| Utilities | 4.33 | 4.18 |
| Industrials | 8.24 | 6.79 |
| Technology | 5.33 | 5.39 |
| Healthcare | 5.08 | 4.18 |
| Consumer Defensive | 4.44 | 8.76 |
| Financial Services | 22.98 | 23.79 |
| Consumer Cyclical | 7.66 | 5.76 |
| Real Estate | 0.99 | 1.2 |
| Communication Services | 3.87 | 2.55 |
Top Comparisons
ICICI Prudential Regular Savings Fund - Plan - Growth
3Y Returns10.95%
DSP Regular Savings Fund- Regular Plan - Growth
3Y Returns10.71%
ICICI Prudential Infrastructure Fund - Growth
3Y Returns35.04%
Nippon India Power & Infra Fund-Growth Plan -Growth Option
3Y Returns35.2%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns23.88%
Tata Quant Fund-Regular Plan-Growth
3Y Returns-100%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns26.7%
DSP Flexi Cap Fund - Regular Plan - Growth
3Y Returns21.19%
