- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
Kotak Equity Arbitrage Fund vs UTI Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹71518 Cr | ₹9167 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 29 Jun 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 1110% |
| Expense Ratio | 1.04 | 0.74 |
| Manager | Hiten Shah | Deepesh Agarwal |
| ISIN Code | INF174K01302 | INF789FB1RJ0 |
| 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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.56% |
| 6 Month | 2.8% | 2.9% |
| 1 Year | 6.48% | 6.6% |
| 3 Year | 7.27% | 7.17% |
| 5 Year | 5.92% | 5.75% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.35% | 1.39% |
| 1 Year | 5.94% | 6.09% |
| 3 Year | 6.95% | 6.95% |
| 5 Year | 6.61% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.04% | 6.86% |
| 3 Year | 6.59% | 6.69% |
| 5 Year | 7.21% | 6.96% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.43% | 0.39% |
| Sharp | 1.22% | 1.08% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Hiten Shah | Deepesh Agarwal |
| Total AUM | ₹54601 Cr | ₹35015 Cr |
| Funds Managed | 4 | 9 |
| Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 22.72 | 21.92 |
| Large Cap | 57.46 | 53.38 |
| Mid Cap | 17.39 | 21.18 |
| Small Cap | 2.43 | 3.51 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 20.6 | 20.85 |
| Energy | 5.72 | 4.1 |
| Industrials | 7.36 | 5.06 |
| Technology | 4.41 | 4.37 |
| Basic Materials | 9.99 | 9.05 |
| Healthcare | 4.68 | 4.35 |
| Consumer Defensive | 4.52 | 5.76 |
| Financial Services | 23.54 | 31.05 |
| Consumer Cyclical | 10.59 | 8.95 |
| Real Estate | 1.81 | 1.79 |
| Utilities | 3.76 | 1.9 |
| Communication Services | 3.01 | 2.77 |
Top Comparisons
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns20.77%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns16.94%
ICICI Prudential Flexicap Fund - Growth
3Y Returns18.39%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns15.5%
Franklin India Retirement Fund - Growth
3Y Returns10.31%
Bandhan Retirement Fund - Regular (G)
3Y Returns0%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.45%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.91%
