Mirae Asset Arbitrage Fund Regular Growth vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Mirae Asset Arbitrage Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | Mirae Asset Arbitrage Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹72774 Cr | ₹3805 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹99 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 19 Jun 2020 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 2293% |
| Expense Ratio | 1.04 | 0.92 |
| Manager | Hiten Shah | Jignesh Rao |
| ISIN Code | INF174K01302 | INF769K01FP7 |
| 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 | Mirae Asset 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 | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| 1 Month | 0.49% | 0.44% |
| 6 Month | 2.86% | 2.8% |
| 1 Year | 6.42% | 6.16% |
| 3 Year | 7.21% | 6.9% |
| 5 Year | 6.01% | 5.65% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| 6 Month | 1.37% | 1.39% |
| 1 Year | 5.85% | 5.72% |
| 3 Year | 6.84% | 6.57% |
| 5 Year | 6.6% | 6.29% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| 1 Year | 7% | 6.19% |
| 3 Year | 6.61% | 5.83% |
| 5 Year | 7.21% | 5.51% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.41% |
| Sharp | 2.69% | 0.55% |
| Beta | 0.55% | - |
| Alpha | 0.46% | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| Name | Hiten Shah | Jignesh Rao |
| Total AUM | ₹54601 Cr | ₹676 Cr |
| Funds Managed | 4 | 1 |
| Kotak Arbitrage Fund - Growth | Mirae Asset Arbitrage Fund Regular Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| Others | 24.37 | 21.54 |
| Large Cap | 51.68 | 43.11 |
| Mid Cap | 20.85 | 29.49 |
| Small Cap | 3.11 | 5.87 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Mirae Asset Arbitrage Fund Regular Growth |
|---|---|---|
| Others | 20.01 | 18.85 |
| Energy | 3.63 | 3.34 |
| Industrials | 8.36 | 9.56 |
| Basic Materials | 11.76 | 9.26 |
| Healthcare | 6.1 | 7.25 |
| Consumer Defensive | 5.56 | 4.61 |
| Financial Services | 23.08 | 20.39 |
| Technology | 5.25 | 8.12 |
| Consumer Cyclical | 10.12 | 12.15 |
| Real Estate | 1.02 | 2.36 |
| Utilities | 2.37 | 1.5 |
| Communication Services | 2.74 | 2.61 |
Top Comparisons
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns19.03%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns24.55%
Franklin India Income Plus Arbitrage Active Fund of Funds- Growth Plan
3Y Returns13.74%
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth
3Y Returns15.44%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Quant Multi Asset Allocation Fund-Growth
3Y Returns22.69%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns19.02%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns18.8%