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Tata Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
Tata Arbitrage Fund-Regular Plan-Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Fund | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹57567 Cr | ₹12921 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 Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Month | 0.65% | 0.65% |
| 6 Month | 3.68% | 3.59% |
| 1 Year | 7.51% | 7.3% |
| 3 Year | 6.95% | 6.63% |
| 5 Year | 5.69% | 5.48% |
SIP Return Analysis
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 6 Month | 1.98% | 1.95% |
| 1 Year | 7.64% | 7.47% |
| 3 Year | 7.59% | 7.3% |
| 5 Year | 6.67% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| 1 Year | 7.01% | 5.21% |
| 3 Year | 6.53% | 4.79% |
| 5 Year | 7.23% | 5.34% |
Risk Management
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Standard Deviation | 0.623% | 0.592% |
| Sharp | 0.336% | -0.416% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Equity 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 Equity Arbitrage Fund - Growth | Tata Arbitrage Fund-Regular Plan-Growth |
Market Cap
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 102.06 | 101.54 |
| Large Cap | 57.67 | 46.75 |
| Mid Cap | 12.58 | 15.2 |
| Small Cap | 2.4 | 2.95 |
Sector Allocation
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Tata Arbitrage Fund-Regular Plan-Growth |
|---|---|---|
| Others | 101.55 | 100.82 |
| Basic Materials | 7.66 | 8.71 |
| Energy | 8.75 | 7.06 |
| Utilities | 4.11 | 3.52 |
| Industrials | 5.82 | 6.06 |
| Technology | 5.07 | 2.15 |
| Healthcare | 2.62 | 1.77 |
| Consumer Defensive | 3.85 | 3.15 |
| Financial Services | 22.78 | 19.96 |
| Consumer Cyclical | 7.68 | 8.77 |
| Real Estate | 1.11 | 1.53 |
| Communication Services | 3.7 | 2.93 |
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