Bajaj Finserv Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare
Bajaj Finserv Arbitrage Fund Regular - Growth
Kotak Arbitrage Fund - Growth
Chart Comparison
Overview
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
Fund | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹897 Cr | ₹67362 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 15 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 | 0.95 | 1.04 |
Manager | Siddharth Chaudhary | Hiten Shah |
ISIN Code | INF0QA701490 | INF174K01302 |
Exits Load | Bajaj Finserv Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 | Kotak Equity Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
1 Month | 0.61% | 0.6% |
6 Month | 3.12% | 3.44% |
1 Year | 6.4% | 7.04% |
3 Year | - | 7.12% |
5 Year | - | 5.76% |
SIP Return Analysis
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
6 Month | 1.55% | 1.67% |
1 Year | 6.38% | 6.98% |
3 Year | - | 7.39% |
5 Year | - | 6.67% |
Rolling Lumpsum Returns
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
1 Year | 6.74% | 7.07% |
3 Year | - | 6.56% |
5 Year | - | 7.22% |
Risk Management
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
Standard Deviation | - | 0.56% |
Sharp | - | 0.54% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
---|---|---|
Name | Siddharth Chaudhary | Hiten Shah |
Total AUM | ₹7136 Cr | ₹54601 Cr |
Funds Managed | 8 | 4 |
Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
Market Cap
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Kotak Arbitrage Fund - Growth |
---|---|---|
Others | 29.18 | 25.11 |
Large Cap | 54.19 | 57.71 |
Small Cap | 4.03 | 2.6 |
Mid Cap | 12.6 | 14.59 |
Sector Allocation
Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Kotak Arbitrage Fund - Growth |
---|---|---|
Others | 29.09 | 23.91 |
Energy | 5.18 | 5.6 |
Utilities | 2.66 | 4.33 |
Industrials | 3.89 | 8.24 |
Technology | 5.34 | 5.33 |
Basic Materials | 6.53 | 7.58 |
Consumer Defensive | 2.58 | 4.44 |
Financial Services | 34.19 | 22.98 |
Consumer Cyclical | 5.83 | 7.66 |
Healthcare | 0.89 | 5.08 |
Communication Services | 3.1 | 3.87 |
Real Estate | 0.71 | 0.99 |
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