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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) | ₹67362 Cr | ₹18204 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 | 0.6% | 0.6% |
| 6 Month | 3.44% | 3.45% |
| 1 Year | 7.04% | 6.96% |
| 3 Year | 7.12% | 6.87% |
| 5 Year | 5.76% | 5.51% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.66% | 1.69% |
| 1 Year | 7.02% | 6.99% |
| 3 Year | 7.4% | 7.19% |
| 5 Year | 6.65% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.07% | 6.38% |
| 3 Year | 6.56% | 6.13% |
| 5 Year | 7.22% | 6.43% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.56% | 0.53% |
| Sharp | 0.54% | 0.04% |
| Beta | - | - |
| Alpha | - | - |
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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 | 25.11 | 29.75 |
| Large Cap | 57.71 | 51.24 |
| Small Cap | 2.6 | 3.47 |
| Mid Cap | 14.59 | 15.54 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.91 | 28.77 |
| Basic Materials | 7.58 | 8.38 |
| Energy | 5.6 | 7.63 |
| Utilities | 4.33 | 2.85 |
| Industrials | 8.24 | 7.35 |
| Technology | 5.33 | 5.47 |
| Healthcare | 5.08 | 3.61 |
| Consumer Defensive | 4.44 | 4.19 |
| Financial Services | 22.98 | 21.18 |
| Consumer Cyclical | 7.66 | 6.37 |
| Real Estate | 0.99 | 1.28 |
| Communication Services | 3.87 | 2.93 |
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