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) | ₹71518 Cr | ₹15516 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 | 0.44% | 0.46% |
| 6 Month | 2.69% | 2.63% |
| 1 Year | 6.5% | 6.24% |
| 3 Year | 7.2% | 6.88% |
| 5 Year | 5.87% | 5.59% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 0.83% | 0.81% |
| 1 Year | 4.95% | 4.76% |
| 3 Year | 6.64% | 6.34% |
| 5 Year | 6.41% | 6.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 7.04% | 6.62% |
| 3 Year | 6.59% | 6.3% |
| 5 Year | 7.21% | 5.97% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.43% | 0.37% |
| Sharp | 1.22% | 0.47% |
| 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 | 22.72 | 25.51 |
| Large Cap | 57.46 | 51.57 |
| Mid Cap | 17.39 | 19.55 |
| Small Cap | 2.43 | 3.37 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 20.6 | 24.55 |
| Energy | 5.72 | 7.38 |
| Industrials | 7.36 | 5.67 |
| Technology | 4.41 | 3.54 |
| Basic Materials | 9.99 | 9.67 |
| Healthcare | 4.68 | 4.52 |
| Consumer Defensive | 4.52 | 4.38 |
| Financial Services | 23.54 | 24.72 |
| Consumer Cyclical | 10.59 | 7 |
| Real Estate | 1.81 | 1.49 |
| Utilities | 3.76 | 3.2 |
| Communication Services | 3.01 | 3.9 |
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