LIC MF Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
LIC MF Arbitrage Fund Regular - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Fund | Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹57567 Cr | ₹353 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹500 |
Launch Date | 29 Sep 2005 | 25 Jan 2019 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 1777.06% | % |
Expense Ratio | 1.04 | 0.99 |
Manager | Hiten Shah | Pratik Harish Shroff |
ISIN Code | INF174K01302 | INF767K01PL9 |
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 | LIC MF 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 Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Month | 0.44% | 0.48% |
6 Month | 3.41% | 3.27% |
1 Year | 7.34% | 6.89% |
3 Year | 6.97% | 6.36% |
5 Year | 5.64% | 4.99% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.69% | 1.66% |
1 Year | 6.99% | 6.73% |
3 Year | 7.39% | 6.83% |
5 Year | 6.59% | 6.01% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 7.01% | 4.29% |
3 Year | 6.53% | 4.13% |
5 Year | 7.23% | 4.79% |
Risk Management
Scheme Name | Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.623% | 0.66% |
Sharp | 0.336% | 0.28% |
Beta | - | 0.65% |
Alpha | - | -0.39% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Name | Hiten Shah | Pratik Harish Shroff |
Total AUM | ₹54601 Cr | ₹2586 Cr |
Funds Managed | 4 | 10 |
Kotak Equity Arbitrage Fund - Growth | LIC MF Arbitrage Fund Regular - Growth |
Market Cap
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 102.06 | 34.4 |
Large Cap | 57.67 | 50.87 |
Mid Cap | 12.58 | 11.46 |
Small Cap | 2.4 | 3.28 |
Sector Allocation
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
LIC MF Arbitrage Fund Regular - Growth |
---|---|---|
Others | 101.55 | 34.4 |
Basic Materials | 7.66 | - |
Energy | 8.75 | - |
Utilities | 4.11 | - |
Industrials | 5.82 | - |
Technology | 5.07 | - |
Healthcare | 2.62 | - |
Consumer Defensive | 3.85 | - |
Financial Services | 22.78 | - |
Consumer Cyclical | 7.68 | - |
Real Estate | 1.11 | - |
Communication Services | 3.7 | - |
Petroleum Products | - | 8.7 |
IT - Software | - | 4.51 |
Cement & Cement Products | - | 0.48 |
Personal Products | - | 0.29 |
Ferrous Metals | - | 2.46 |
Banks | - | 18.62 |
Diversified FMCG | - | 0.55 |
Pharmaceuticals & Biotechnology | - | 0.74 |
Automobiles | - | 7.74 |
Finance | - | 1.43 |
Electrical Equipment | - | 0.99 |
Power | - | 3.36 |
Telecom - Services | - | 0.43 |
Capital Markets | - | 2.28 |
Gas | - | 0.85 |
Aerospace & Defense | - | 1.72 |
Realty | - | 1.75 |
Consumer Durables | - | 0.86 |
Auto Components | - | 1.27 |
Leisure Services | - | 0.27 |
Non - Ferrous Metals | - | 1 |
Minerals & Mining | - | 0.57 |
Retailing | - | 1.13 |
Insurance | - | 0.23 |
Chemicals & Petrochemicals | - | 0.18 |
Transport Infrastructure | - | 2.45 |
Beverages | - | 0.75 |
Top Comparisons
SBI Small Cap Fund Regular Growth
3Y Returns18.65%
LIC MF Small Cap Fund Regular - Growth
3Y Returns21.51%
ICICI Prudential Large & Mid Cap Fund - Growth
3Y Returns24.87%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns24.44%
Mahindra Manulife Large Cap Fund - Regular Plan - Growth
3Y Returns16.24%
UTI - Master Share-Growth Option
3Y Returns15.06%
Sundaram Mid Cap Fund Regular Plan - Growth
3Y Returns27.19%
HSBC Midcap Fund - Regular Growth
3Y Returns24.65%