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 | 0.46% | 0.47% |
| 6 Month | 2.85% | 2.84% |
| 1 Year | 6.37% | 6.15% |
| 3 Year | 7.29% | - |
| 5 Year | 5.99% | - |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.37% |
| 1 Year | 5.88% | 5.8% |
| 3 Year | 6.89% | - |
| 5 Year | 6.62% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 7% | 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 | 0.41% | - |
| Sharp | 1.42% | - |
| Beta | 0.55% | - |
| Alpha | 0.46% | - |
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 | 17.42 | 29.29 |
| Large Cap | -0.35 | 50.4 |
| Mid Cap | -0.1 | 17.21 |
| Small Cap | -0.03 | 3.1 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 17.42 | 27.37 |
| Petroleum Products | -0.02 | - |
| Electrical Equipment | 0 | - |
| Cement & Cement Products | -0.03 | - |
| Pharmaceuticals & Biotechnology | -0.05 | - |
| Personal Products | 0 | - |
| Construction | -0.01 | - |
| Ferrous Metals | -0.03 | - |
| Finance | -0.03 | - |
| Consumer Durables | -0.02 | - |
| Capital Markets | -0.01 | - |
| Healthcare Services | 0 | - |
| Banks | -0.06 | - |
| Diversified FMCG | -0.01 | - |
| Non - Ferrous Metals | -0.02 | - |
| Leisure Services | -0.01 | - |
| Automobiles | -0.03 | - |
| Aerospace & Defense | -0.02 | - |
| Auto Components | 0 | - |
| Insurance | -0.01 | - |
| Transport Services | 0 | - |
| Power | 0 | - |
| Telecom - Services | -0.01 | - |
| Gas | 0 | - |
| IT - Services | 0 | - |
| Agricultural Food & other Products | -0.02 | - |
| Industrial Products | 0 | - |
| Beverages | -0.01 | - |
| Diversified Metals | -0.01 | - |
| Realty | -0.01 | - |
| Oil | -0.01 | - |
| IT - Software | 0 | - |
| Food Products | -0.02 | - |
| Industrial Manufacturing | 0 | - |
| Chemicals & Petrochemicals | 0 | - |
| Financial Technology (Fintech) | -0.01 | - |
| Metals & Minerals Trading | 0 | - |
| Consumable Fuels | 0 | - |
| Minerals & Mining | 0 | - |
| Fertilizers & Agrochemicals | 0 | - |
| Transport Infrastructure | 0 | - |
| Retailing | -0.02 | - |
| Energy | - | 5.29 |
| Consumer Defensive | - | 0.91 |
| Industrials | - | 8.82 |
| Basic Materials | - | 9.3 |
| Financial Services | - | 31.33 |
| Healthcare | - | 0.82 |
| Consumer Cyclical | - | 5.08 |
| Utilities | - | 3.22 |
| Technology | - | 2.41 |
| Real Estate | - | 1.82 |
| Communication Services | - | 3.62 |
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