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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) | ₹72774 Cr | ₹10720 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 | 0.41% | 0.43% |
| 6 Month | 2.82% | 2.89% |
| 1 Year | 6.35% | 6.47% |
| 3 Year | 7.21% | 7.12% |
| 5 Year | 6.02% | 5.85% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.37% | 1.41% |
| 1 Year | 5.85% | 6.01% |
| 3 Year | 6.84% | 6.86% |
| 5 Year | 6.6% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7% | 6.81% |
| 3 Year | 6.61% | 6.7% |
| 5 Year | 7.21% | 6.94% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.7% | 0.68% |
| Sharp | 2.69% | 2.7% |
| Beta | 0.55% | 0.49% |
| Alpha | 0.46% | 0.47% |
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 | 24.37 | 25.51 |
| Large Cap | 51.68 | 50.61 |
| Mid Cap | 20.85 | 19.51 |
| Small Cap | 3.11 | 4.37 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 20.01 | 24.08 |
| Energy | 3.63 | 3.77 |
| Industrials | 8.36 | 4.57 |
| Basic Materials | 11.76 | 9.32 |
| Healthcare | 6.1 | 4.09 |
| Consumer Defensive | 5.56 | 5.63 |
| Financial Services | 23.08 | 29.36 |
| Technology | 5.25 | 4.04 |
| Consumer Cyclical | 10.12 | 8.87 |
| Real Estate | 1.02 | 1.95 |
| Utilities | 2.37 | 1.41 |
| Communication Services | 2.74 | 2.92 |
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