Bajaj Finserv Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Bajaj Finserv Arbitrage Fund Regular - Growth

Invest Now

tortoise-icon Kotak Equity Arbitrage Fund - Growth

Invest Now

Chart Comparison

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

Overview

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
Fund Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹551 Cr ₹47464 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 07 Sep 2023 29 Sep 2005
Category Arbitrage Funds Arbitrage Funds
Fund Type Open-ended Open Ended
Benchmark NIFTY 50 Arbitrage TRI Nifty 50 Arbitrage Index
Turn Over % 1777.06%
Expense Ratio 0.97 1.01
Manager Siddharth Chaudhary Hiten Shah
ISIN Code INF0QA701490 INF174K01302
Exits Load Exit load of 0.25%, if redeemed within 15 days./365 Exit load of 0.25% if redeemed within 30 days/365

Trailing Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
1 Month 0.55% 0.65%
6 Month 3.3% 3.92%
1 Year - 7.99%
3 Year - 6.24%
5 Year - 5.49%

SIP Return Analysis

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
6 Month - -
1 Year 2.74% 3.83%
3 Year 2.74% 10.7%
5 Year 2.74% 15.98%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
1 Year 2.73% 4.85%
3 Year 2.73% 12.57%
5 Year 2.73% 16.19%

Risk Management

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
Standard Deviation - 0.7%
Sharp - -0.89%
Beta - 0.87%
Alpha - -0.03%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
Name Siddharth Chaudhary Hiten Shah
Total AUM ₹7136 Cr ₹54601 Cr
Fund Manage 8 4
Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth

Market Cap

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Kotak Equity Arbitrage Fund - Growth

Others 29.25 26.91
Large Cap 50.78 -0.22
Small Cap 7.34 1.1102230246252E-16
Mid Cap 12.65 -0.049999999999994

Sector Allocation

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Kotak Equity Arbitrage Fund - Growth

Others 77.77 26.91
Unclassified 22.66 -
Financial -0.22 -
Energy -0.050000000000001 -
Services -0.060000000000001 -
Consumer Staples 0.02 -
Technology -0.02 -
Communication -0.02 -
Metals & Mining -0.02 -
Healthcare -0.01 -
Materials 0 -
Construction -0.01 -0.01
Consumer Discretionary 0 -
Automobile -0.01 -
Capital Goods -0.01 -
Insurance -6.9388939039072E-18 -1.1102230246252E-16
Banks - -0.079999999999999
IT - Software - -0.0099999999999989
Petroleum Products - -0.0099999999999998
Aerospace & Defense - -0.02
Metals & Minerals Trading - -0.01
Telecom - Services - 2.2204460492503E-16
Finance - 0.010000000000001
Transport Services - -0.01
Consumable Fuels - -0.01
Diversified Metals - -0.01
Power - -0.01
Realty - -0.0099999999999999
Diversified FMCG - -0.0099999999999999
Automobiles - -0.01
Oil - -1.1102230246252E-16
Consumer Durables - -0.01
Ferrous Metals - 0
Pharmaceuticals & Biotechnology - -0.01
Electrical Equipment - 1.1102230246252E-16
Industrial Products - 0
Food Products - -1.1102230246252E-16
Retailing - 0
Leisure Services - 0
Beverages - 0
Healthcare Services - 0
Agricultural, Commercial & Construction Vehicles - 0
Gas - -0.01
Transport Infrastructure - 0
Auto Components - -0.01
Cement & Cement Products - 0
Minerals & Mining - -0.01
Agricultural Food & other Products - -0.01
Capital Markets - 5.5511151231258E-17
Non - Ferrous Metals - 0
Personal Products - 0
Fertilizers & Agrochemicals - -0.01
Chemicals & Petrochemicals - -2.7755575615629E-17
Entertainment - 0

Top Comparisons

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

3Y Returns5.8%

VS

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns6.06%

Compare Now

Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option

3Y Returns13.13%

VS

Quant Quantamental Fund Regular - Growth Quant Quantamental Fund Regular - Growth

3Y Returns33.84%

Compare Now

Bandhan Financial Services Fund - Regular (G) Bandhan Financial Services Fund - Regular (G)

3Y Returns0%

VS

Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option

3Y Returns18.87%

Compare Now

HSBC Low Duration Fund - Regular Growth HSBC Low Duration Fund - Regular Growth

3Y Returns5.65%

VS

LIC MF LOW DURATION FUND-Growth LIC MF LOW DURATION FUND-Growth

3Y Returns5.36%

Compare Now
Request call back
Add to Cart Successfully