Aditya Birla Sun Life Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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Kotak Arbitrage Fund - Growth

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Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Fund	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Investment Plan	Growth	Growth
Level of Risk	Low	Low
Asset Size (Cr)	₹72279 Cr	₹24256 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	29 Sep 2005	24 Jul 2009
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	1777.06%	1085%
Expense Ratio	1.04	1.01
Manager	Hiten Shah	Pranav Gupta
ISIN Code	INF174K01302	INF209K01264
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	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365

Scheme Name	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Month	0.46%	0.47%
6 Month	2.85%	2.86%
1 Year	6.37%	6.36%
3 Year	7.29%	7.09%
5 Year	5.99%	5.77%

Scheme Name	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
6 Month	1.38%	1.39%
1 Year	5.88%	5.94%
3 Year	6.89%	6.77%
5 Year	6.62%	6.42%

Scheme Name	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
1 Year	7%	6.43%
3 Year	6.6%	6.18%
5 Year	7.21%	6.2%

Scheme Name	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Standard Deviation	0.41%	0.36%
Sharp	1.42%	1.01%
Beta	0.55%	0.45%
Alpha	0.46%	0.43%

Scheme Name	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Name	Hiten Shah	Pranav Gupta
Total AUM	₹54601 Cr	₹10003 Cr
Funds Managed	4	9
	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth

Scheme Name	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Others	17.42	-59.17
Large Cap	-0.35	55.59
Mid Cap	-0.1	19.74
Small Cap	-0.03	3.81

Scheme Name	Kotak Arbitrage Fund - Growth	Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Others	17.42	-59.17
Petroleum Products	-0.02	5.37
Electrical Equipment	0	0.94
Cement & Cement Products	-0.03	1.33
Pharmaceuticals & Biotechnology	-0.05	2.98
Personal Products	0	0.23
Construction	-0.01	1.51
Ferrous Metals	-0.03	2.36
Finance	-0.03	6.64
Consumer Durables	-0.02	1.76
Capital Markets	-0.01	2.29
Healthcare Services	0	1.12
Banks	-0.06	17.71
Diversified FMCG	-0.01	1.71
Non - Ferrous Metals	-0.02	1.86
Leisure Services	-0.01	0.34
Automobiles	-0.03	3.42
Aerospace & Defense	-0.02	2.07
Auto Components	0	1.04
Insurance	-0.01	0.58
Transport Services	0	0.29
Power	0	2.83
Telecom - Services	-0.01	3.9
Gas	0	0.56
IT - Services	0	0.06
Agricultural Food & other Products	-0.02	0.79
Industrial Products	0	0.83
Beverages	-0.01	0.81
Diversified Metals	-0.01	1.41
Realty	-0.01	1.52
Oil	-0.01	0.31
IT - Software	0	2.06
Food Products	-0.02	1.24
Industrial Manufacturing	0	0.36
Chemicals & Petrochemicals	0	0.52
Financial Technology (Fintech)	-0.01	1.25
Metals & Minerals Trading	0	0.83
Consumable Fuels	0	0.06
Minerals & Mining	0	0.43
Fertilizers & Agrochemicals	0	0.14
Transport Infrastructure	0	0.8
Retailing	-0.02	2.88