- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
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
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹72774 Cr | ₹282 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 | 0.52% | 0.49% |
| 6 Month | 2.91% | 2.78% |
| 1 Year | 6.39% | 6.03% |
| 3 Year | 7.21% | 6.64% |
| 5 Year | 6.03% | 5.45% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.46% | 1.41% |
| 1 Year | 5.94% | 5.67% |
| 3 Year | 6.87% | 6.4% |
| 5 Year | 6.63% | 6.11% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.99% | 5.25% |
| 3 Year | 6.61% | 4.8% |
| 5 Year | 7.2% | 4.91% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.66% |
| Sharp | 2.45% | 1.61% |
| Beta | 0.57% | 0.46% |
| Alpha | 0.31% | -0.06% |
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 | 24.37 | 34.19 |
| Large Cap | 51.68 | 54.9 |
| Mid Cap | 20.85 | 10.76 |
| Small Cap | 3.11 | 0.14 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 20.01 | 33.05 |
| Energy | 3.63 | 6.2 |
| Industrials | 8.36 | 7.27 |
| Basic Materials | 11.76 | 5.6 |
| Healthcare | 6.1 | 3.4 |
| Consumer Defensive | 5.56 | 3.46 |
| Financial Services | 23.08 | 22.98 |
| Technology | 5.25 | 3.83 |
| Consumer Cyclical | 10.12 | 4.42 |
| Real Estate | 1.02 | 1.49 |
| Utilities | 2.37 | 0.5 |
| Communication Services | 2.74 | 7.79 |
Top Comparisons
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns16.83%
Invesco India - Invesco Pan European Equity Fund of Fund - Regular Plan - Growth Option
3Y Returns17.81%
SBI Large & MIDCap Fund- Regular Plan -Growth
3Y Returns18.09%
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth
3Y Returns15.6%
Aditya Birla Sun Life Global Emerging Opportunities Fund - Regular Plan - Growth Option
3Y Returns16.83%
Tata Silver ETF Fund of Fund - Regular (G)
3Y Returns0%
ADITYA BIRLA SUN LIFE US TREASURY 3-10 YEAR BOND ETFS PASSIVE FOF - REGULAR PLAN - GROWTH
3Y Returns0%
Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option
3Y Returns13.85%
