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Kotak Equity Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare
Kotak Arbitrage Fund - Growth
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹72279 Cr | ₹289 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹200 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 29 Sep 2005 | 25 Jan 2019 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | % |
| Expense Ratio | 1.04 | 0.99 |
| Manager | Hiten Shah | Pratik Harish Shroff |
| ISIN Code | INF174K01302 | INF767K01PL9 |
| 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 | LIC MF Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.56% | 0.51% |
| 6 Month | 2.9% | 2.74% |
| 1 Year | 6.56% | 6.21% |
| 3 Year | 7.34% | 6.75% |
| 5 Year | 6% | 5.4% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.36% |
| 1 Year | 5.88% | 5.65% |
| 3 Year | 6.89% | 6.42% |
| 5 Year | 6.62% | 6.09% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 7% | 5.17% |
| 3 Year | 6.6% | 4.66% |
| 5 Year | 7.21% | 4.9% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.66% |
| Sharp | 2.69% | 1.89% |
| Beta | 0.55% | 0.46% |
| Alpha | 0.46% | 0.04% |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Hiten Shah | Pratik Harish Shroff |
| Total AUM | ₹54601 Cr | ₹2586 Cr |
| Funds Managed | 4 | 10 |
| Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 20.21 | 33.97 |
| Large Cap | 54.06 | 51.77 |
| Mid Cap | 21.89 | 13.08 |
| Small Cap | 3.83 | 1.18 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 17.39 | 32.43 |
| Energy | 4.34 | 6.4 |
| Industrials | 7.64 | 6.52 |
| Technology | 4.25 | 6.18 |
| Basic Materials | 12.44 | 5.4 |
| Healthcare | 6.25 | 2.09 |
| Consumer Defensive | 5.47 | 4.16 |
| Financial Services | 25.46 | 25.11 |
| Consumer Cyclical | 9.18 | 4.09 |
| Real Estate | 1.3 | 1.35 |
| Utilities | 3.97 | 0.5 |
| Communication Services | 2.32 | 5.77 |
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