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Tata Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹72274 Cr | ₹18596 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹150 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 18 Dec 2018 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 487.73% |
| Expense Ratio | 1.04 | 1.08 |
| Manager | Hiten Shah | Sailesh Jain |
| ISIN Code | INF174K01302 | INF277K015Q7 |
| 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 | Tata Arbitrage Fund - 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 | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.39% | 0.38% |
| 6 Month | 3.17% | 3.25% |
| 1 Year | 6.64% | 6.59% |
| 3 Year | 7.23% | 6.98% |
| 5 Year | 5.86% | 5.62% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.35% | 1.38% |
| 1 Year | 6.24% | 6.27% |
| 3 Year | 7.12% | 6.94% |
| 5 Year | 6.62% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.06% | 5.51% |
| 3 Year | 6.58% | 4.92% |
| 5 Year | 7.22% | 5.38% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.43% | 0.38% |
| Sharp | 1.14% | 0.59% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Name | Hiten Shah | Sailesh Jain |
| Total AUM | ₹54601 Cr | ₹17041 Cr |
| Funds Managed | 4 | 7 |
| Kotak Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 26.79 | 39.01 |
| Large Cap | 54.99 | 41.73 |
| Mid Cap | 15.76 | 16.34 |
| Small Cap | 2.45 | 2.92 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 23.74 | 35.67 |
| Energy | 5.44 | 4.76 |
| Utilities | 2.88 | 3.85 |
| Industrials | 7.75 | 6.04 |
| Technology | 6.48 | 6.11 |
| Basic Materials | 6.93 | 5.06 |
| Healthcare | 5.4 | 4.82 |
| Consumer Defensive | 4.72 | 5.24 |
| Financial Services | 23.08 | 17.49 |
| Consumer Cyclical | 9.15 | 6.51 |
| Real Estate | 1.44 | 1.66 |
| Communication Services | 2.97 | 2.78 |
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