Nippon India Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Nippon India Arbitrage Fund - Growth Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹72153 Cr | ₹16393 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 14 Oct 2010 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 1243% |
| Expense Ratio | 1.04 | 1.07 |
| Manager | Hiten Shah | Anju Chhajer |
| ISIN Code | INF174K01302 | INF204K01IY1 |
| 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 | Nippon India 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 | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.56% |
| 6 Month | 2.85% | 2.86% |
| 1 Year | 6.34% | 6.16% |
| 3 Year | 7.2% | 6.9% |
| 5 Year | 6.05% | 5.78% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 6 Month | 1.5% | 1.51% |
| 1 Year | 5.99% | 5.92% |
| 3 Year | 6.85% | 6.61% |
| 5 Year | 6.65% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 6.99% | 6.58% |
| 3 Year | 6.61% | 6.31% |
| 5 Year | 7.2% | 5.9% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.7% | 0.65% |
| Sharp | 2.45% | 2.02% |
| Beta | 0.57% | 0.48% |
| Alpha | 0.31% | 0.16% |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Name | Hiten Shah | Anju Chhajer |
| Total AUM | ₹54601 Cr | ₹71679 Cr |
| Funds Managed | 4 | 13 |
| Kotak Arbitrage Fund - Growth | Nippon India Arbitrage Fund - Growth Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 21.94 | 25.51 |
| Large Cap | 54.95 | 49.98 |
| Mid Cap | 20.74 | 21.37 |
| Small Cap | 2.37 | 3.14 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Nippon India Arbitrage Fund - Growth Plan - Growth Option |
|---|---|---|
| Others | 18.78 | 24.02 |
| Communication Services | 2.87 | 4.42 |
| Energy | 3.81 | 4.98 |
| Industrials | 9.13 | 6.52 |
| Technology | 3.72 | 4.58 |
| Consumer Cyclical | 8.96 | 7.35 |
| Basic Materials | 11.46 | 12.68 |
| Healthcare | 5.52 | 4.95 |
| Consumer Defensive | 4.76 | 4.82 |
| Financial Services | 26.22 | 21.75 |
| Real Estate | 1.16 | 1.59 |
| Utilities | 3.62 | 2.35 |
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