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Kotak Equity Arbitrage Fund vs Tata Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹72153 Cr | ₹20013 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 487.73% |
| Expense Ratio | 1.04 | 1.08 |
| Manager | Hiten Shah | Sailesh Jain |
| ISIN Code | INF174K01302 | INF277K015Q7 |
| 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 | Tata 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 | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.63% | 0.62% |
| 6 Month | 2.96% | 2.98% |
| 1 Year | 6.38% | 6.4% |
| 3 Year | 7.18% | 6.97% |
| 5 Year | 6.07% | 5.81% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.5% | 1.55% |
| 1 Year | 5.99% | 6.1% |
| 3 Year | 6.85% | 6.74% |
| 5 Year | 6.65% | 6.44% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 6.99% | 6.07% |
| 3 Year | 6.61% | 5.04% |
| 5 Year | 7.2% | 5.42% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.67% |
| Sharp | 2.45% | 2.24% |
| Beta | 0.57% | 0.48% |
| Alpha | 0.31% | 0.27% |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Hiten Shah | Sailesh Jain |
| Total AUM | ₹54601 Cr | ₹17041 Cr |
| Funds Managed | 4 | 7 |
| Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 21.94 | 25.02 |
| Large Cap | 54.95 | 47.06 |
| Mid Cap | 20.74 | 23.14 |
| Small Cap | 2.37 | 4.78 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 18.78 | 20.55 |
| Communication Services | 2.87 | 3.3 |
| Energy | 3.81 | 3.43 |
| Industrials | 9.13 | 7.77 |
| Technology | 3.72 | 1.8 |
| Consumer Cyclical | 8.96 | 7.12 |
| Basic Materials | 11.46 | 10.13 |
| Healthcare | 5.52 | 4.16 |
| Consumer Defensive | 4.76 | 6.75 |
| Financial Services | 26.22 | 29.34 |
| Real Estate | 1.16 | 2.76 |
| Utilities | 3.62 | 2.9 |
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