Kotak Equity Arbitrage Fund vs LIC MF Arbitrage Fund Regular compare

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Kotak Arbitrage Fund - Growth

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LIC MF Arbitrage Fund Regular - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹67362 Cr	₹168 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹1000
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

Scheme Name	Kotak Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
1 Month	0.6%	0.54%
6 Month	3.44%	3.22%
1 Year	7.04%	6.61%
3 Year	7.12%	6.48%
5 Year	5.76%	5.12%

Scheme Name	Kotak Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
6 Month	1.67%	1.53%
1 Year	6.98%	6.49%
3 Year	7.39%	6.77%
5 Year	6.67%	6.06%

Scheme Name	Kotak Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
1 Year	7.07%	4.65%
3 Year	6.56%	4.34%
5 Year	7.22%	4.81%

Scheme Name	Kotak Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
Standard Deviation	0.55%	0.51%
Sharp	0.63%	-0.67%
Beta	-	0.65%
Alpha	-	-0.32%

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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

Scheme Name	Kotak Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
Others	25.11	34.03
Large Cap	57.71	44.93
Small Cap	2.6	5.37
Mid Cap	14.59	15.7

Scheme Name	Kotak Arbitrage Fund - Growth	LIC MF Arbitrage Fund Regular - Growth
Others	23.91	34.03
Basic Materials	7.58	-
Energy	5.6	-
Utilities	4.33	-
Industrials	8.24	-
Technology	5.33	-
Healthcare	5.08	-
Consumer Defensive	4.44	-
Financial Services	22.98	-
Consumer Cyclical	7.66	-
Real Estate	0.99	-
Communication Services	3.87	-
IT - Software	-	3.36
Cement & Cement Products	-	0.57
Personal Products	-	0.22
Ferrous Metals	-	3.51
Banks	-	26.73
Pharmaceuticals & Biotechnology	-	0.09
Automobiles	-	4.17
Electrical Equipment	-	1.55
Power	-	7.18
Finance	-	0.39
Diversified FMCG	-	0.16
Aerospace & Defense	-	2.29
Realty	-	1.53
Consumer Durables	-	0.15
Auto Components	-	0.8
Gas	-	1.24
Telecom - Services	-	1.47
Non - Ferrous Metals	-	2.11
Minerals & Mining	-	0.11
Retailing	-	1.29
Capital Markets	-	1.38
Transport Infrastructure	-	4.94
Beverages	-	0.76