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Nippon India Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Kotak Arbitrage Fund - Growth

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tortoise-icon Nippon India Arbitrage Fund - Growth Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹72279 Cr ₹15895 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 0.52% 0.53%
6 Month 2.95% 2.91%
1 Year 6.45% 6.24%
3 Year 7.29% 6.96%
5 Year 5.97% 5.69%

SIP Return Analysis

Scheme Name Kotak Arbitrage Fund - Growth Nippon India Arbitrage Fund - Growth Plan - Growth Option
6 Month 1.49% 1.48%
1 Year 6.2% 6.03%
3 Year 7% 6.71%
5 Year 6.65% 6.35%

Rolling Lumpsum Returns

Scheme Name Kotak Arbitrage Fund - Growth Nippon India Arbitrage Fund - Growth Plan - Growth Option
1 Year 7.01% 6.59%
3 Year 6.6% 6.31%
5 Year 7.21% 5.94%

Risk Management

Scheme Name Kotak Arbitrage Fund - Growth Nippon India Arbitrage Fund - Growth Plan - Growth Option
Standard Deviation 0.43% 0.37%
Sharp 1.22% 0.47%
Beta - -
Alpha - -

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 20.21 25.01
Large Cap 54.06 51.95
Mid Cap 21.89 19.68
Small Cap 3.83 3.37

Sector Allocation

Scheme Name

Kotak Arbitrage Fund - Growth

Nippon India Arbitrage Fund - Growth Plan - Growth Option

Others 17.39 23.9
Energy 4.34 5.98
Industrials 7.64 6.69
Technology 4.25 3.23
Basic Materials 12.44 11.23
Healthcare 6.25 4.39
Consumer Defensive 5.47 5.31
Financial Services 25.46 23.7
Consumer Cyclical 9.18 6.53
Real Estate 1.3 1.42
Utilities 3.97 3.39
Communication Services 2.32 4.22

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