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Bajaj Finserv Arbitrage Fund Regular vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Bajaj Finserv Arbitrage Fund Regular - Growth

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tortoise-icon Kotak Equity Arbitrage Fund - Growth

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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) ₹951 Cr ₹57567 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 Equity Arbitrage Fund - Growth
1 Month 0.58% 0.65%
6 Month 3.32% 3.64%
1 Year 6.46% 7.16%
3 Year - 7.06%
5 Year - 5.73%

SIP Return Analysis

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
6 Month 1.61% 1.79%
1 Year 6.52% 7.23%
3 Year - 7.48%
5 Year - 6.69%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity 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 Equity Arbitrage Fund - Growth
Standard Deviation - 0.623%
Sharp - 0.336%
Beta - -
Alpha - -

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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
Funds Managed 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 27.37 102.06
Large Cap 58.2 57.67
Small Cap 2.57 2.4
Mid Cap 11.86 12.58

Sector Allocation

Scheme Name

Bajaj Finserv Arbitrage Fund Regular - Growth

Kotak Equity Arbitrage Fund - Growth

Others 27.03 101.55
Energy 9.44 8.75
Utilities 5.05 4.11
Industrials 6.42 5.82
Technology 2.47 5.07
Basic Materials 5.28 7.66
Healthcare 1.96 2.62
Consumer Defensive 1.5 3.85
Financial Services 29.56 22.78
Consumer Cyclical 5.92 7.68
Communication Services 4.48 3.7
Real Estate 0.88 1.11

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