UTI Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
UTI Arbitrage Fund - Regular Plan - Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Equity Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Fund | Kotak Equity Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹57567 Cr | ₹6518 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 Equity Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Month | 0.43% | 0.42% |
6 Month | 3.41% | 3.45% |
1 Year | 7.26% | 7.28% |
3 Year | 6.94% | 6.75% |
5 Year | 5.67% | 5.5% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
6 Month | 1.69% | 1.71% |
1 Year | 6.99% | 7.05% |
3 Year | 7.39% | 7.29% |
5 Year | 6.59% | 6.42% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
1 Year | 7.01% | 6.72% |
3 Year | 6.53% | 6.66% |
5 Year | 7.23% | 7.02% |
Risk Management
Scheme Name | Kotak Equity Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Standard Deviation | 0.623% | 0.617% |
Sharp | 0.336% | -0.152% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Equity 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 Equity Arbitrage Fund - Growth | UTI Arbitrage Fund - Regular Plan - Growth Option |
Market Cap
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 102.06 | 97.1 |
Large Cap | 57.67 | 44.49 |
Mid Cap | 12.58 | 11.54 |
Small Cap | 2.4 | 2.47 |
Sector Allocation
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
UTI Arbitrage Fund - Regular Plan - Growth Option |
---|---|---|
Others | 101.55 | 97.05 |
Basic Materials | 7.66 | 5.9 |
Energy | 8.75 | 5.75 |
Utilities | 4.11 | 2.2 |
Industrials | 5.82 | 5.13 |
Technology | 5.07 | 3.79 |
Healthcare | 2.62 | 2.43 |
Consumer Defensive | 3.85 | 1.49 |
Financial Services | 22.78 | 22.63 |
Consumer Cyclical | 7.68 | 5.77 |
Real Estate | 1.11 | 1.43 |
Communication Services | 3.7 | 2.02 |
Top Comparisons
DSP ELSS Tax Saver Fund - Regular Plan - Growth
3Y Returns23.66%
Parag Parikh Tax Saver Fund Regular - Growth
3Y Returns21.73%
ITI Overnight Fund Regular - Growth
3Y Returns6.07%
PGIM India Overnight Fund - Regular Plan- Growth Option
3Y Returns6.32%
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.89%
UTI Liquid Fund - Regular Plan - Growth Option
3Y Returns6.88%
BANDHAN Core Equity Fund - Regular Plan - Growth
3Y Returns27.82%
Sundaram Large and Midcap Fund Regular Plan - Growth
3Y Returns19.71%