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) | ₹72153 Cr | ₹2087 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 | 0.52% | 0.51% |
| 6 Month | 2.85% | 2.83% |
| 1 Year | 6.32% | 6.17% |
| 3 Year | 7.15% | - |
| 5 Year | 6.04% | - |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.5% | 1.5% |
| 1 Year | 5.99% | 5.95% |
| 3 Year | 6.85% | - |
| 5 Year | 6.65% | - |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| 1 Year | 6.99% | 6.82% |
| 3 Year | 6.61% | - |
| 5 Year | 7.2% | - |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.7% | - |
| Sharp | 2.45% | - |
| Beta | 0.57% | - |
| Alpha | 0.31% | - |
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 | 21.94 | 26.15 |
| Large Cap | 54.95 | 55.85 |
| Mid Cap | 20.74 | 15.61 |
| Small Cap | 2.37 | 2.4 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Parag Parikh Arbitrage Fund Regular - Growth |
|---|---|---|
| Others | 18.78 | 23.85 |
| Communication Services | 2.87 | 4.76 |
| Energy | 3.81 | 5.04 |
| Industrials | 9.13 | 7.97 |
| Technology | 3.72 | 1.59 |
| Consumer Cyclical | 8.96 | 7.23 |
| Basic Materials | 11.46 | 7.96 |
| Healthcare | 5.52 | 1.16 |
| Consumer Defensive | 4.76 | 1.33 |
| Financial Services | 26.22 | 35.25 |
| Real Estate | 1.16 | 1.69 |
| Utilities | 3.62 | 2.16 |
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