Kotak Arbitrage Fund vs UTI - Arbitrage Fund
Direct Plan, Growth option · Data as on 30-10-2026
Kotak Arbitrage Fund and UTI - Arbitrage Fund are both Arbitrage funds. In the 3 years to 30-10-2026, Kotak Arbitrage Fund (Direct) returned 7.4% a year and UTI - Arbitrage Fund (Direct) returned 7.3% a year. Kotak Arbitrage Fund charges 2.31% a year and UTI - Arbitrage Fund 1.26% (Direct plans). Their portfolios overlap 39.7%: they hold 137 of the same securities.
Which is better, Kotak Arbitrage or UTI - Arbitrage? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Kotak Arbitrage returned more over 5 years: 7.0% a year against 6.7%.
- Kotak Arbitrage returned more over 3 years: 7.4% a year against 7.3%.
- UTI - Arbitrage costs less: 1.26% a year against 2.31% (Direct plans).
- UTI - Arbitrage swung less over 3 years: a standard deviation of 1.0% a year against 1.1%.
- Kotak Arbitrage fell less in its worst fall since 23-01-2013: −0.6% against −0.7%.
- Kotak Arbitrage is the larger fund: ₹75,275 Cr against ₹10,900 Cr.
- Their portfolios overlap 39.7%: 137 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Kotak Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | UTI Mutual Fund |
| Category | Arbitrage | Arbitrage |
| AUM | ₹75,275 Cr (30-09-2026) | ₹10,900 Cr (30-09-2026) |
| NAV | ₹43.60 (Direct) | ₹40.54 (Direct) |
| Expense ratio (Direct) | 2.31% | 1.26% |
| Expense ratio (Regular) | 2.89% | 1.81% |
| Riskometer | Low | Low |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Launch date | 29-09-2005 | 22-06-2006 |
| Minimum investment | ₹100 | Regular Plan-Growth- Rs.5000, Regular Plan - Growth-CanServe- Rs.5000, Regular Plan-Reinvestment of IDCW- Rs.5000, Regular Plan-Payout of IDCW- Rs.5000, Regular Plan-Payout of IDCW (Canserve)- Rs.5000, Direct Plan-Growth- Rs.5000, Direct Plan - Growth-Can |
| Lock in | None | None |
| Fund managers | Hiten Shah | Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4 |
| Exit load | Exit load of 0.25% if redeemed within 30 days | Exit load of 0.25%, if redeemed within 15 days. |
Kotak Arbitrage vs UTI - Arbitrage: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Kotak Arbitrage Fund (Direct) | +0.55% | +1.55% | +3.29% | +6.75% | +7.43% | +6.98% | +6.46% |
| UTI - Arbitrage Fund (Direct) | +0.52% | +1.50% | +3.20% | +6.59% | +7.29% | +6.74% | +6.32% |
| Arbitrage average | +0.56% | +1.52% | +3.20% | +6.62% | +7.18% | +6.68% | +6.31% |
Category average: the average of the 39 Arbitrage funds, same plan type.
Kotak Arbitrage vs UTI - Arbitrage: Year-wise Returns
| Year | KotakKotak Arbitrage | UTI -UTI - Arbitrage |
|---|---|---|
| 2026to date | +5.53% | +5.35% |
| 2025 | +7.06% | +7.05% |
| 2024 | +8.47% | +8.28% |
| 2023 | +8.01% | +7.77% |
| 2022 | +5.14% | +4.64% |
| 2021 | +4.56% | +4.46% |
Kotak Arbitrage vs UTI - Arbitrage: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,642 of them, one for each trading day from 08-02-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
Kotak Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
to
Dec 2016Oct 2015
to
Oct 2018Aug 2017
to
Aug 2020Jun 2019
to
Jun 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Arbitrage | 0.0 | 8.7 | 91.3 | 0.0 | 0.0 | 0.0 | 0.0 | 6.7% | 6.8% | 4.7% | 9.0% |
| UTI - Arbitrage | 0.0 | 10.8 | 89.2 | 0.0 | 0.0 | 0.0 | 0.0 | 6.5% | 6.7% | 4.5% | 8.2% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 23-01-2013. Past returns do not promise future returns.
Kotak Arbitrage vs UTI - Arbitrage: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 07-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Kotak ArbitrageKotak Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,92,834 | ₹10,32,834 | 6.7% |
| UTI - ArbitrageUTI - Arbitrage Fund (Direct) | ₹16,60,000 | ₹26,58,100 | ₹9,98,100 | 6.5% |
Kotak ArbitrageKotak Arbitrage Fund (Direct)
UTI - ArbitrageUTI - Arbitrage Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
Kotak Arbitrage vs UTI - Arbitrage: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Kotak Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.75% | +6.59% |
| Standard deviation | 1.38% | 1.25% |
| Sharpe ratio | 1.09 | 1.08 |
| Sortino ratio | 1.65 | 1.64 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Kotak Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.43% | +7.29% |
| Standard deviation | 1.10% | 1.03% |
| Sharpe ratio | 1.28 | 1.23 |
| Sortino ratio | 1.96 | 1.88 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Kotak Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +6.98% | +6.74% |
| Standard deviation | 1.01% | 0.97% |
| Sharpe ratio | 1.16 | 0.97 |
| Sortino ratio | 1.78 | 1.47 |
| Maximum drawdown | −0.5% (06-08-2026) | −0.4% (06-08-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | Kotak Arbitrage Fund (Direct) | UTI - Arbitrage Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.07% | +6.76% |
| Standard deviation | 1.02% | 1.00% |
| Sharpe ratio | 1.00 | 0.72 |
| Sortino ratio | 1.52 | 1.06 |
| Maximum drawdown | −0.6% (03-06-2020) | −0.7% (25-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 07-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Kotak Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Kotak Arbitrage Fund (Direct) | −0.6% | 29-05-2020 | 03-06-2020 | 14-08-2020 | 2 months | −0.0% |
| UTI - Arbitrage Fund (Direct) | −0.7% | 16-03-2020 | 25-03-2020 | 31-03-2020 | 6 days | −0.0% |
From daily values since 23-01-2013, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Kotak Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Kotak Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
Kotak Arbitrage Fund (Direct)
UTI - Arbitrage Fund (Direct)
Kotak Arbitrage vs UTI - Arbitrage: Portfolio Overlap
From each fund's latest monthly portfolio: Kotak Arbitrage Fund, September 2026; UTI - Arbitrage Fund, September 2026
Holdings in common
- Overlap
- 39.7%
- Held by both
- 137
- Only in Kotak Arbitrage
- 57
- Only in UTI - Arbitrage
- 19
| Security | % of Kotak Arbitrage | % of UTI - Arbitrage |
|---|---|---|
| ICICI BANK LTD. | 4.17% | 4.39% |
| RELIANCE INDUSTRIES LTD. | 3.06% | 4.78% |
| HDFC BANK LTD. | 2.03% | 5.02% |
| BHARTI AIRTEL LTD. | 1.45% | 1.94% |
| STATE BANK OF INDIA. | 1.35% | 3.25% |
| Vodafone Idea Ltd | 1.30% | 1.52% |
| Infosys Ltd. | 1.25% | 1.11% |
| Coal India Limited | 1.18% | 1.02% |
| AXIS BANK LTD. | 2.94% | 0.92% |
| ITC Ltd. | 0.85% | 1.30% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD. | 0.88% | 0.79% |
| JSW Steel Ltd. | 0.74% | 1.35% |
| Tata Steel Ltd. | 1.53% | 0.71% |
| BANK OF BARODA | 0.69% | 0.69% |
| Indus Towers Ltd. | 0.65% | 1.55% |
| Hindalco Industries Ltd. | 1.31% | 0.59% |
| YES BANK LTD. | 0.56% | 1.71% |
| CANARA BANK | 0.55% | 1.95% |
| INDIAN HOTELS CO LTD | 0.52% | 0.61% |
| IDFC FIRST BANK LIMITED | 0.47% | 0.75% |
| KOTAK MAHINDRA BANK LTD. | 0.47% | 1.54% |
| Divis Laboratories Ltd. | 0.96% | 0.46% |
| Hindustan Unilever Ltd. | 0.57% | 0.44% |
| Cummins India Ltd. | 0.82% | 0.41% |
| NMDC Ltd. | 0.41% | 1.34% |
| SWIGGY LTD | 0.75% | 0.35% |
| Hindustan Aeronautics Ltd. | 0.35% | 0.35% |
| Steel Authority of India Ltd. | 0.35% | 1.81% |
| Ashok Leyland Ltd. | 0.35% | 0.35% |
| JIO FINANCIAL SERVICES LTD | 0.34% | 0.84% |
| BAJAJ FINANCE LTD. | 1.20% | 0.33% |
| APL Apollo Tubes Ltd | 0.61% | 0.32% |
| AMBUJA CEMENTS LTD. | 0.44% | 0.32% |
| BIOCON LTD. | 0.32% | 0.38% |
| GE VERNOVA T&D INDIA LIMITED | 0.55% | 0.31% |
| HDFC Life Insurance Company Ltd | 0.33% | 0.31% |
| NTPC LTD | 0.64% | 0.30% |
| ADITYA BIRLA CAPITAL LTD | 0.30% | 0.54% |
| Glenmark Pharmaceuticals Ltd | 0.30% | 1.50% |
| HDFC ASSET MANAGEMENT COMPANY LTD. | 0.28% | 0.29% |
| LIC HOUSING FINANCE LTD. | 0.27% | 0.71% |
| BANDHAN BANK LIMITED | 0.27% | 0.93% |
| Tata Power Company Ltd. | 0.25% | 0.31% |
| Varun Beverages Limited | 0.46% | 0.24% |
| Crompton Greaves Consumer Electricals Limited | 0.23% | 0.75% |
| Suzlon Energy Ltd. | 0.22% | 0.75% |
| Coforge Limited | 0.78% | 0.21% |
| MUTHOOT FINANCE LTD. | 0.30% | 0.21% |
| Manappuram Finance Ltd. | 0.21% | 1.15% |
| Life Insurance Corporation Of India | 0.20% | 1.03% |
| INDIAN OIL CORPORATION LTD. | 0.69% | 0.19% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA | 0.19% | 0.22% |
| Lupin Ltd. | 0.59% | 0.18% |
| Aurobindo Pharma Ltd. | 0.39% | 0.18% |
| MARICO LTD. | 0.34% | 0.18% |
| PNB HOUSING FINANCE LTD. | 0.29% | 0.18% |
| KALYAN JEWELLERS INDIA LTD. | 0.25% | 0.18% |
| Bharat Heavy Electricals Ltd. | 0.18% | 1.28% |
| Laurus Labs Ltd | 0.18% | 0.19% |
| Maruti Suzuki India Limited | 0.66% | 0.17% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LTD | 0.62% | 0.17% |
| UNION BANK OF INDIA | 0.25% | 0.17% |
| PUNJAB NATIONAL BANK | 0.17% | 1.57% |
| Power Finance Corporation Ltd. | 0.80% | 0.16% |
| JSW ENERGY LTD. | 0.27% | 0.16% |
| TATA CONSUMER PRODUCTS LTD. | 0.67% | 0.15% |
| Eicher Motors Ltd. | 0.40% | 0.15% |
| Container Corporation of India Ltd. | 0.14% | 0.23% |
| Bajaj Auto Ltd. | 0.52% | 0.13% |
| BHARAT FORGE LTD. | 0.36% | 0.13% |
| ETERNAL LIMITED | 0.13% | 0.38% |
| TITAN COMPANY LTD. | 0.31% | 0.12% |
| TVS Motor Company Ltd. | 0.94% | 0.11% |
| TORRENT PHARMACEUTICALS LTD. | 0.63% | 0.11% |
| Info Edge India Ltd. | 0.59% | 0.11% |
| Jindal Steel & Power Ltd | 0.41% | 0.11% |
| Page Industries Ltd | 0.12% | 0.11% |
| Apollo Hospitals Enterprise Ltd. | 0.35% | 0.09% |
| Mphasis Ltd | 0.27% | 0.09% |
| Ruchi Soya Industries Ltd. | 0.21% | 0.09% |
| BANK OF INDIA | 0.19% | 0.09% |
| Computer Age Management Services Limited | 0.12% | 0.09% |
| Grasim Industries Ltd. | 0.09% | 0.09% |
| GMR AIRPORTS LIMITED | 0.09% | 0.11% |
| ASTRAL LTD. | 0.19% | 0.08% |
| Fortis Healthcare India Ltd | 0.22% | 0.07% |
| KEI Industries Ltd. | 0.14% | 0.07% |
| Supreme Industries Limited | 0.13% | 0.07% |
| Central Depository Services (India) Ltd | 0.12% | 0.07% |
| Max Financial Services Ltd | 0.07% | 0.26% |
| PB Fintech Ltd. | 0.67% | 0.06% |
| Mahindra & Mahindra Ltd. | 0.46% | 0.06% |
| BHARAT PETROLEUM CORPORATION LTD. | 0.44% | 0.06% |
| UPL Ltd | 0.27% | 0.06% |
| Bosch Limited | 0.11% | 0.06% |
| Asian Paints(India) Ltd. | 0.08% | 0.06% |
| HDFC BANK LTD. | 0.06% | 0.89% |
| SHRIRAM FINANCE LIMITED | 0.59% | 0.05% |
| HINDUSTAN PETROLEUM CORPORATION LTD. | 0.44% | 0.05% |
| TATA MOTORS PASSENGER VEHICLES LTD | 0.43% | 0.05% |
| DELHIVERY LTD | 0.36% | 0.05% |
| Larsen and Toubro Ltd. | 0.29% | 0.05% |
| NBCC (India) Ltd | 0.06% | 0.05% |
| Persistent Systems Limited | 0.05% | 0.10% |
| Alkem Laboratories Ltd. | 0.39% | 0.04% |
| Inter Globe Aviation Ltd | 0.34% | 0.04% |
| Nestle India Ltd. | 0.25% | 0.04% |
| HITACHI ENERGY INDIA LTD. | 0.15% | 0.04% |
| ANGEL ONE LIMITED | 0.13% | 0.04% |
| Bharat Electronics Ltd. | 0.12% | 0.04% |
| INOX WIND LIMITED | 0.04% | 0.08% |
| ABB India Ltd. | 0.04% | 0.09% |
| FSN E-Commerce Ventures Ltd. | 0.04% | 0.07% |
| Radico Khaitan Ltd. | 0.24% | 0.03% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | 0.17% | 0.03% |
| National Aluminium Company Ltd. | 0.17% | 0.03% |
| SAGILITY INDIA LTD. | 0.16% | 0.03% |
| Avenue Supermarts Ltd | 0.08% | 0.03% |
| Pidilite Industries Ltd. | 0.08% | 0.03% |
| polycab India Limited | 0.04% | 0.03% |
| CANARA BANK | 0.03% | 2.24% |
| ADANI POWER LTD | 1.43% | 0.02% |
| TATA CONSULTANCY SERVICES LTD. | 0.53% | 0.02% |
| Tube Investments Of India Ltd. | 0.32% | 0.02% |
| VEDANTA LTD. | 0.31% | 0.02% |
| Cipla Ltd. | 0.30% | 0.02% |
| SRF LTD. | 0.22% | 0.02% |
| SBI CARDS & PAYMENT SERVICES PVT. LTD. | 0.15% | 0.02% |
| Voltas Ltd. | 0.13% | 0.02% |
| Solar Industries India Limited | 0.04% | 0.02% |
| ADANI ENERGY SOLUTIONS LTD. | 0.72% | 0.01% |
| Hindustan Zinc Ltd. | 0.52% | 0.01% |
| GAIL (India) Ltd. | 0.44% | 0.01% |
| Ultratech Cement Ltd. | 0.16% | 0.01% |
| PG ELECTROPLAST LTD | 0.14% | 0.01% |
| TRENT LTD | 0.06% | 0.01% |
| Hero MotoCorp Ltd. | 0.01% | 0.03% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 39.7% means 39.7% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Kotak Arbitrage Fund
| Security | % of fund |
|---|---|
| Kotak Money Market Fund Direct Growth | 9.78% |
| Kotak Savings Fund Direct Growth | 4.98% |
| Kotak Ultra Short to Short Term Fund | 3.86% |
| Kotak Liquid Direct Growth | 3.13% |
| HDFC BANK LTD. | 1.94% |
Largest holdings only in UTI - Arbitrage Fund
| Security | % of fund |
|---|---|
| MF UNITS UTI-MONEY MARKET FUND | 19.58% |
| MF UNITS UTI - FLOATER FUND | 2.31% |
| CD - SMALL INDST. DEV. BANK OF INDIA - 09/02/2027 | 1.79% |
| CD - AXIS BANK LTD - 14/01/2027 | 1.35% |
| CD - UNION BANK OF INDIA - 19/01/2027 | 1.35% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Kotak Arbitrage | UTI - Arbitrage |
|---|---|---|
| Equity | 71.1% | 65.9% |
| Debt | 5.8% | 11.2% |
| Cash and others | 23.1% | 22.9% |
Market cap of stocks
| Market cap | Kotak Arbitrage | UTI - Arbitrage |
|---|---|---|
| Large Cap | 52.1% | 46.3% |
| Mid Cap | 16.4% | 15.3% |
| Small Cap | 2.6% | 4.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Kotak Arbitrage | UTI - Arbitrage |
|---|---|---|
| Banks | 14.4% | 24.3% |
| Finance | 5.7% | 5.0% |
| Petroleum Products | 4.6% | 5.1% |
| Telecom - Services | 3.4% | 5.0% |
| Pharmaceuticals and Biotechnology | 4.2% | 0.0% |
| Ferrous Metals | 3.0% | 4.0% |
| Power | 3.9% | 0.8% |
| IT - Software | 3.8% | 1.5% |
| Pharmaceuticals & Biotechnology | 0.0% | 3.1% |
The six largest sectors of each fund's stocks, % of the fund.
Kotak Arbitrage vs UTI - Arbitrage: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Kotak Arbitrage Fund | UTI - Arbitrage Fund |
|---|---|---|
| Total expense ratio (Direct) | 2.31% | 1.26% |
| Base expense ratio (Direct) | 0.33% | 0.26% |
| Total expense ratio (Regular) | 2.89% | 1.81% |
| Base expense ratio (Regular) | 0.83% | 0.73% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare Kotak Arbitrage with
Kotak Arbitrage Fund vs UTI - Arbitrage Fund: Frequently Asked Questions
What is the difference between Kotak Arbitrage Fund and UTI - Arbitrage Fund?
Both are Arbitrage funds, run by Kotak Mahindra Mutual Fund and UTI Mutual Fund. Their portfolios overlap 39.7%. Kotak Arbitrage Fund charges 2.31% a year and UTI - Arbitrage Fund 1.26%.
Which has given higher returns, Kotak Arbitrage Fund or UTI - Arbitrage Fund?
Over 1 year: Kotak Arbitrage Fund +6.75%, UTI - Arbitrage Fund +6.59%. Over 3 years: Kotak Arbitrage Fund +7.43% a year, UTI - Arbitrage Fund +7.29% a year. Over 5 years: Kotak Arbitrage Fund +6.98% a year, UTI - Arbitrage Fund +6.74% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Kotak Arbitrage Fund or UTI - Arbitrage Fund?
UTI - Arbitrage Fund charges less: 1.26% a year against 2.31%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Kotak Arbitrage Fund and UTI - Arbitrage Fund overlap?
39.7%. They hold 137 of the same securities, the largest shared ones being ICICIBANK, RELIANCE, HDFCBANK. From each fund's latest monthly portfolio.
Which is riskier, Kotak Arbitrage Fund or UTI - Arbitrage Fund?
On SEBI's riskometer, Kotak Arbitrage Fund is rated Low and UTI - Arbitrage Fund Low. Over 3 years, the standard deviation of daily returns was 1.10% and 1.03% a year.
Which is better for SIP, Kotak Arbitrage Fund or UTI - Arbitrage Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,34,378 in Kotak Arbitrage Fund (XIRR 7.2% a year) and ₹7,31,173 in UTI - Arbitrage Fund (XIRR 7.1% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both Kotak Arbitrage Fund and UTI - Arbitrage Fund?
Yes. 39.7% of each fund's money sits in the same holdings, so some of the two investments would move together.
Who manages Kotak Arbitrage Fund and UTI - Arbitrage Fund?
Kotak Arbitrage Fund: Hiten Shah. UTI - Arbitrage Fund: Sharwan Kumar Goyal FM 1, Monish Lotia FM 2, Amit Sharma FM 3, Not Applicable FM 4.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.