Kotak Equity Arbitrage Fund vs Nippon India Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Fund | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹72274 Cr | ₹15506 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Sep 2005 | 14 Oct 2010 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 1777.06% | 1243% |
Expense Ratio | 1.04 | 1.07 |
Manager | Hiten Shah | Anju Chhajer |
ISIN Code | INF174K01302 | INF204K01IY1 |
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 | Nippon India 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
1 Month | 0.31% | 0.31% |
6 Month | 3.16% | 3.02% |
1 Year | 6.6% | 6.29% |
3 Year | 7.17% | 6.83% |
5 Year | 5.87% | 5.58% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
6 Month | 1.35% | 1.3% |
1 Year | 6.24% | 5.95% |
3 Year | 7.12% | 6.78% |
5 Year | 6.62% | 6.29% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
1 Year | 7.06% | 6.63% |
3 Year | 6.58% | 6.3% |
5 Year | 7.22% | 6% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 0.43% | 0.38% |
Sharp | 1.14% | 0.31% |
Beta | - | - |
Alpha | - | - |
Fund Managers
Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Name | Hiten Shah | Anju Chhajer |
Total AUM | ₹54601 Cr | ₹71679 Cr |
Funds Managed | 4 | 13 |
Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Arbitrage Fund - Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Others | 28.26 | 28.62 |
Large Cap | 52.47 | 51.09 |
Mid Cap | 17.04 | 17.58 |
Small Cap | 2.23 | 2.71 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
---|---|---|
Others | 25.52 | 26.58 |
Energy | 5.07 | 7.3 |
Utilities | 2.91 | 3.13 |
Industrials | 7.11 | 5.19 |
Technology | 4.98 | 3.91 |
Basic Materials | 7.73 | 7.38 |
Healthcare | 4.28 | 5.35 |
Consumer Defensive | 3.88 | 3.47 |
Financial Services | 25.5 | 25.42 |
Consumer Cyclical | 8.92 | 7.6 |
Real Estate | 1.31 | 1.37 |
Communication Services | 2.78 | 3.3 |
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