Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹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 0.57% 0.65%
6 Month 3.34% 3.68%
1 Year 6.77% 7.51%
3 Year - 6.95%
5 Year - 5.69%

SIP Return Analysis

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
6 Month 1.78% 1.98%
1 Year 6.89% 7.64%
3 Year - 7.59%
5 Year - 6.67%

Rolling Lumpsum Returns

Scheme Name Bajaj Finserv Arbitrage Fund Regular - Growth Kotak Equity Arbitrage Fund - Growth
1 Year 6.8% 7.01%
3 Year - 6.53%
5 Year - 7.23%

Risk Management

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

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
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

Top Comparisons

SBI Focused Equity Fund - Regular Plan -Growth SBI Focused Equity Fund - Regular Plan -Growth

3Y Returns14.01%

VS

Edelweiss Focused Fund - Regular Plan - Growth Edelweiss Focused Fund - Regular Plan - Growth

3Y Returns0%

Compare Now

Franklin India Pension Plan-Growth Franklin India Pension Plan-Growth

3Y Returns10.66%

VS

Bandhan Retirement Fund - Regular (G) Bandhan Retirement Fund - Regular (G)

3Y Returns0%

Compare Now

Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option

3Y Returns14.8%

VS

HSBC Multi Asset Active FOF  - Growth HSBC Multi Asset Active FOF - Growth

3Y Returns12.54%

Compare Now

Motilal Oswal Large and Midcap Fund - Regular Plan Growth Motilal Oswal Large and Midcap Fund - Regular Plan Growth

3Y Returns24.65%

VS

Tata Large & Mid Cap Fund- Regular Plan - Growth Option Tata Large & Mid Cap Fund- Regular Plan - Growth Option

3Y Returns16.48%

Compare Now
Add to Cart Successfully