Parag Parikh Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Parag Parikh Arbitrage Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹71518 Cr | ₹1893 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 02 Nov 2023 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | BSE Liquid Rate Index |
| Turn Over | 1777.06% | % |
| Expense Ratio | 1.04 | 0.66 |
| Manager | Hiten Shah | Rajeev Thakkar |
| ISIN Code | INF174K01302 | INF879O01217 |
| 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 | Parag Parikh Arbitrage Fund - Regular Plan - 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 | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.59% | 0.57% |
| 6 Month | 2.86% | 2.83% |
| 1 Year | 6.68% | 6.41% |
| 3 Year | 7.21% | - |
| 5 Year | 5.91% | - |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.44% | 1.42% |
| 1 Year | 6.19% | 6.01% |
| 3 Year | 7.05% | - |
| 5 Year | 6.64% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.04% | 7.05% |
| 3 Year | 6.59% | - |
| 5 Year | 7.21% | - |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.45% | - |
| Sharp | 1.00% | - |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Name | Hiten Shah | Rajeev Thakkar |
| Total AUM | ₹54601 Cr | ₹0 Cr |
| Funds Managed | 4 | 5 |
| Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 22.72 | 31.82 |
| Large Cap | 57.46 | 49.08 |
| Mid Cap | 17.39 | 16.17 |
| Small Cap | 2.43 | 2.93 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 20.6 | 29.59 |
| Energy | 5.72 | 5.36 |
| Industrials | 7.36 | 8.47 |
| Technology | 4.41 | 2.28 |
| Basic Materials | 9.99 | 9.21 |
| Healthcare | 4.68 | 0.86 |
| Consumer Defensive | 4.52 | 0.91 |
| Financial Services | 23.54 | 29.82 |
| Consumer Cyclical | 10.59 | 5.1 |
| Real Estate | 1.81 | 1.74 |
| Utilities | 3.76 | 3.19 |
| Communication Services | 3.01 | 3.46 |
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