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) | ₹72279 Cr | ₹1930 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 | 0.6% | 0.53% |
| 6 Month | 2.96% | 2.9% |
| 1 Year | 6.47% | 6.23% |
| 3 Year | 7.29% | - |
| 5 Year | 5.96% | - |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.49% | 1.46% |
| 1 Year | 6.2% | 6.03% |
| 3 Year | 7% | - |
| 5 Year | 6.65% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 7.02% | 7.05% |
| 3 Year | 6.6% | - |
| 5 Year | 7.21% | - |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.43% | - |
| Sharp | 1.22% | - |
| 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 | 20.21 | 29.29 |
| Large Cap | 54.06 | 50.4 |
| Mid Cap | 21.89 | 17.21 |
| Small Cap | 3.83 | 3.1 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 17.39 | 27.37 |
| Energy | 4.34 | 5.29 |
| Industrials | 7.64 | 8.82 |
| Technology | 4.25 | 2.41 |
| Basic Materials | 12.44 | 9.3 |
| Healthcare | 6.25 | 0.82 |
| Consumer Defensive | 5.47 | 0.91 |
| Financial Services | 25.46 | 31.33 |
| Consumer Cyclical | 9.18 | 5.08 |
| Real Estate | 1.3 | 1.82 |
| Utilities | 3.97 | 3.22 |
| Communication Services | 2.32 | 3.62 |
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