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Aditya Birla Sun Life Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
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) | ₹72153 Cr | ₹25396 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.63% | 0.61% |
| 6 Month | 2.96% | 2.94% |
| 1 Year | 6.38% | 6.4% |
| 3 Year | 7.18% | 6.99% |
| 5 Year | 6.07% | 5.84% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.5% | 1.5% |
| 1 Year | 5.99% | 6.02% |
| 3 Year | 6.85% | 6.74% |
| 5 Year | 6.65% | 6.45% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 6.99% | 6.43% |
| 3 Year | 6.61% | 6.21% |
| 5 Year | 7.2% | 6.16% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.66% |
| Sharp | 2.45% | 2.29% |
| Beta | 0.57% | 0.46% |
| Alpha | 0.31% | 0.32% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 21.94 | 25.64 |
| Large Cap | 54.95 | 52.44 |
| Mid Cap | 20.74 | 18.94 |
| Small Cap | 2.37 | 2.98 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 18.78 | 22.24 |
| Communication Services | 2.87 | 4.05 |
| Energy | 3.81 | 6.62 |
| Industrials | 9.13 | 6.47 |
| Technology | 3.72 | 2.61 |
| Consumer Cyclical | 8.96 | 8.4 |
| Basic Materials | 11.46 | 10.09 |
| Healthcare | 5.52 | 3.72 |
| Consumer Defensive | 4.76 | 4.24 |
| Financial Services | 26.22 | 27.29 |
| Real Estate | 1.16 | 1.24 |
| Utilities | 3.62 | 3.03 |
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