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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) | ₹72274 Cr | ₹19150 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 | 0.48% | 0.46% |
| 6 Month | 2.78% | 2.8% |
| 1 Year | 6.56% | 6.47% |
| 3 Year | 7.17% | 6.93% |
| 5 Year | 5.88% | 5.61% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.3% | 1.32% |
| 1 Year | 5.98% | 6.02% |
| 3 Year | 7% | 6.82% |
| 5 Year | 6.59% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.04% | 5.67% |
| 3 Year | 6.59% | 4.95% |
| 5 Year | 7.21% | 5.39% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.45% | 0.39% |
| Sharp | 1.00% | 0.51% |
| Beta | - | - |
| Alpha | - | - |
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 | 28.26 | 37.55 |
| Large Cap | 52.47 | 40.04 |
| Mid Cap | 17.04 | 19.15 |
| Small Cap | 2.23 | 3.26 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 25.52 | 34.26 |
| Energy | 5.07 | 5.33 |
| Utilities | 2.91 | 3.43 |
| Industrials | 6.88 | 4.29 |
| Technology | 5.21 | 4.94 |
| Basic Materials | 7.73 | 5.3 |
| Healthcare | 4.28 | 4 |
| Consumer Defensive | 3.88 | 5.23 |
| Financial Services | 25.5 | 21.97 |
| Consumer Cyclical | 8.92 | 6.48 |
| Real Estate | 1.31 | 1.77 |
| Communication Services | 2.78 | 3 |
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