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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) | ₹69924 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 | 0.52% | 0.5% |
| 6 Month | 3.28% | 3.13% |
| 1 Year | 6.84% | 6.47% |
| 3 Year | 7.22% | 6.6% |
| 5 Year | 5.86% | 5.22% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.52% | 1.42% |
| 1 Year | 6.67% | 6.27% |
| 3 Year | 7.28% | 6.7% |
| 5 Year | 6.67% | 6.08% |
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% | 1.19% |
| Beta | - | 0.68% |
| Alpha | - | -0.29% |
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 | 23.67 | 36.66 |
| Large Cap | 54.6 | 52.13 |
| Mid Cap | 18.45 | 11.09 |
| Small Cap | 3.28 | 0.12 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
LIC MF Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 21.26 | 33.91 |
| Energy | 5.29 | 6.63 |
| Utilities | 4.72 | 3.47 |
| Industrials | 7.86 | 7.42 |
| Technology | 4.99 | 11.83 |
| Basic Materials | 8.17 | 2.39 |
| Healthcare | 5.73 | - |
| Consumer Defensive | 4.92 | 1.52 |
| Financial Services | 22.38 | 24.95 |
| Consumer Cyclical | 9.71 | 4.34 |
| Real Estate | 0.97 | 1.32 |
| Communication Services | 4.01 | 2.23 |
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