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) | ₹72274 Cr | ₹1850 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 | 0.3% | 0.35% |
6 Month | 3.08% | 2.97% |
1 Year | 6.66% | 6.44% |
3 Year | 7.18% | - |
5 Year | 5.87% | - |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
---|---|---|
6 Month | 1.35% | 1.34% |
1 Year | 6.24% | 6.03% |
3 Year | 7.12% | - |
5 Year | 6.62% | - |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
---|---|---|
1 Year | 7.06% | 7.14% |
3 Year | 6.58% | - |
5 Year | 7.22% | - |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.43% | - |
Sharp | 1.14% | - |
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 | 28.26 | 35.84 |
Large Cap | 52.47 | 49.86 |
Mid Cap | 17.04 | 12.89 |
Small Cap | 2.23 | 1.41 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
---|---|---|
Others | 25.52 | 33.48 |
Energy | 5.07 | 5.43 |
Utilities | 2.91 | 3.1 |
Industrials | 7.11 | 5.88 |
Technology | 4.98 | 3.07 |
Basic Materials | 7.73 | 8.54 |
Healthcare | 4.28 | 0.99 |
Consumer Defensive | 3.88 | 0.99 |
Financial Services | 25.5 | 27.57 |
Consumer Cyclical | 8.92 | 6.62 |
Real Estate | 1.31 | 1.78 |
Communication Services | 2.78 | 2.54 |
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