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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) | ₹71608 Cr | ₹22310 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 | 0.41% | 0.4% |
| 6 Month | 3.27% | 3.32% |
| 1 Year | 6.81% | 6.74% |
| 3 Year | 7.2% | 6.96% |
| 5 Year | 5.86% | 5.61% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.53% | 1.54% |
| 1 Year | 6.63% | 6.63% |
| 3 Year | 7.24% | 7.07% |
| 5 Year | 6.65% | 6.42% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.06% | 6.41% |
| 3 Year | 6.58% | 6.14% |
| 5 Year | 7.22% | 6.34% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.42% | 0.38% |
| Sharp | 1.23% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
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 | 26.79 | 33.31 |
| Large Cap | 54.99 | 46.16 |
| Mid Cap | 15.76 | 16.93 |
| Small Cap | 2.45 | 3.6 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.74 | 30.88 |
| Energy | 5.44 | 5.88 |
| Utilities | 2.88 | 2.94 |
| Industrials | 7.75 | 6.33 |
| Technology | 6.48 | 5.18 |
| Basic Materials | 6.93 | 6.59 |
| Healthcare | 5.4 | 4.34 |
| Consumer Defensive | 4.72 | 4.68 |
| Financial Services | 23.08 | 21.72 |
| Consumer Cyclical | 9.15 | 6.69 |
| Real Estate | 1.44 | 1.44 |
| Communication Services | 2.97 | 3.34 |
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