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) | ₹71608 Cr | ₹192 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Month | 0.49% | 0.43% |
6 Month | 3.23% | 3.03% |
1 Year | 6.84% | 6.43% |
3 Year | 7.19% | 6.56% |
5 Year | 5.86% | 5.22% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.56% | 1.47% |
1 Year | 6.72% | 6.33% |
3 Year | 7.28% | 6.71% |
5 Year | 6.67% | 6.09% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 7.06% | 4.85% |
3 Year | 6.58% | 4.47% |
5 Year | 7.22% | 4.83% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.42% | 0.66% |
Sharp | 1.23% | 1.79% |
Beta | - | 0.18% |
Alpha | - | 0.6% |
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 | 26.79 | 36.66 |
Large Cap | 54.99 | 52.13 |
Mid Cap | 15.76 | 11.09 |
Small Cap | 2.45 | 0.12 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 23.74 | 33.91 |
Energy | 5.44 | 6.63 |
Utilities | 2.88 | 3.47 |
Industrials | 7.75 | 7.42 |
Technology | 6.48 | 11.83 |
Basic Materials | 6.93 | 2.39 |
Healthcare | 5.4 | - |
Consumer Defensive | 4.72 | 1.52 |
Financial Services | 23.08 | 24.95 |
Consumer Cyclical | 9.15 | 4.34 |
Real Estate | 1.44 | 1.32 |
Communication Services | 2.97 | 2.23 |
Top Comparisons
SBI Credit Risk Fund - Regular Plan - Growth
3Y Returns7.98%
Axis Credit Risk Fund - Regular Plan - Growth
3Y Returns7.59%
Franklin India Opportunities Fund - Growth
3Y Returns29.87%
SBI ESG Exclusionary Strategy Fund- REGULAR PLAN - Growth
3Y Returns13.37%
Nippon India Gilt Fund - Growth Plan - Growth Option
3Y Returns6.6%
UTI - Gilt Fund - Regular Plan - Growth Option
3Y Returns6.94%
Kotak Arbitrage Fund - Growth
3Y Returns7.19%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns6.56%