- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹1277 Cr | ₹72774 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 | 0.43% | 0.44% |
| 6 Month | 2.69% | 2.77% |
| 1 Year | 5.99% | 6.41% |
| 3 Year | - | 7.24% |
| 5 Year | - | 6% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 6 Month | 1.36% | 1.4% |
| 1 Year | 5.55% | 5.87% |
| 3 Year | - | 6.87% |
| 5 Year | - | 6.61% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 1 Year | 6.66% | 7% |
| 3 Year | - | 6.6% |
| 5 Year | - | 7.21% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 0.7% |
| Sharp | - | 2.69% |
| Beta | - | 0.55% |
| Alpha | - | 0.46% |
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 | 31.28 | 24.37 |
| Large Cap | 38.29 | 51.68 |
| Mid Cap | 22.47 | 20.85 |
| Small Cap | 7.96 | 3.11 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Kotak Arbitrage Fund - Growth |
|---|---|---|
| Others | 30.39 | 20.01 |
| Energy | 4.78 | 3.63 |
| Industrials | 5.04 | 8.36 |
| Technology | 2.92 | 5.25 |
| Basic Materials | 8.7 | 11.76 |
| Consumer Defensive | 2.64 | 5.56 |
| Financial Services | 30.88 | 23.08 |
| Healthcare | 2.16 | 6.1 |
| Consumer Cyclical | 6.27 | 10.12 |
| Utilities | 1.74 | 2.37 |
| Communication Services | 4.06 | 2.74 |
| Real Estate | 0.44 | 1.02 |
Top Comparisons
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.92%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns15.96%
LIC MF Multi Cap Fund Regular - Growth
3Y Returns19.54%
Nippon India Aggressive Hybrid Fund - Regular - Growth
3Y Returns14.58%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns13.91%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Quant Multi Asset Allocation Fund-Growth
3Y Returns20.25%
