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UTI Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹71608 Cr | ₹8512 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 29 Jun 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 1110% |
| Expense Ratio | 1.04 | 0.74 |
| Manager | Hiten Shah | Deepesh Agarwal |
| ISIN Code | INF174K01302 | INF789FB1RJ0 |
| 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 | UTI Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.41% | 0.43% |
| 6 Month | 3.12% | 3.23% |
| 1 Year | 6.8% | 6.89% |
| 3 Year | 7.2% | 7.05% |
| 5 Year | 5.85% | 5.68% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.56% | 1.58% |
| 1 Year | 6.72% | 6.78% |
| 3 Year | 7.28% | 7.21% |
| 5 Year | 6.67% | 6.52% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 7.06% | 6.86% |
| 3 Year | 6.58% | 6.68% |
| 5 Year | 7.22% | 6.97% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.42% | 0.40% |
| Sharp | 1.23% | 0.87% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Name | Hiten Shah | Deepesh Agarwal |
| Total AUM | ₹54601 Cr | ₹35015 Cr |
| Funds Managed | 4 | 9 |
| Kotak Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 26.79 | 35.13 |
| Large Cap | 54.99 | 46.83 |
| Mid Cap | 15.76 | 15.05 |
| Small Cap | 2.45 | 2.99 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
|---|---|---|
| Others | 23.74 | 33.66 |
| Energy | 5.44 | 4.74 |
| Utilities | 2.88 | 1.8 |
| Industrials | 7.75 | 4.14 |
| Technology | 6.48 | 4.83 |
| Basic Materials | 6.93 | 6.6 |
| Healthcare | 5.4 | 4.28 |
| Consumer Defensive | 4.72 | 4.8 |
| Financial Services | 23.08 | 25 |
| Consumer Cyclical | 9.15 | 6.55 |
| Real Estate | 1.44 | 0.79 |
| Communication Services | 2.97 | 2.8 |
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