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) | ₹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 | 2.86% | 2.83% |
| 1 Year | 6.52% | 6.31% |
| 3 Year | 7.27% | 6.95% |
| 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 | 1.41% | 1.42% |
| 1 Year | 5.97% | 5.88% |
| 3 Year | 6.93% | 6.67% |
| 5 Year | 6.62% | 6.33% |
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 | 0.7% | 0.65% |
| Sharp | 2.43% | 2% |
| Beta | 0.58% | 0.47% |
| Alpha | 0.36% | 0.21% |
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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