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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) | ₹1112 Cr | ₹72274 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 | 0.33% | 0.3% |
| 6 Month | 2.81% | 3.08% |
| 1 Year | 6.07% | 6.66% |
| 3 Year | - | 7.18% |
| 5 Year | - | 5.87% |
SIP Return Analysis
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 6 Month | 1.26% | 1.35% |
| 1 Year | 5.74% | 6.24% |
| 3 Year | - | 7.12% |
| 5 Year | - | 6.62% |
Rolling Lumpsum Returns
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| 1 Year | 6.7% | 7.06% |
| 3 Year | - | 6.58% |
| 5 Year | - | 7.22% |
Risk Management
| Scheme Name | Bajaj Finserv Arbitrage Fund Regular - Growth | Kotak Arbitrage Fund - Growth |
|---|---|---|
| Standard Deviation | - | 0.43% |
| Sharp | - | 1.14% |
| Beta | - | - |
| Alpha | - | - |
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 | 34.72 | 28.26 |
| Large Cap | 43.36 | 52.47 |
| Mid Cap | 18.31 | 17.04 |
| Small Cap | 3.61 | 2.23 |
Sector Allocation
| Scheme Name |
Bajaj Finserv Arbitrage Fund Regular - Growth |
Kotak Arbitrage Fund - Growth |
|---|---|---|
| Others | 33.94 | 25.52 |
| Energy | 6.79 | 5.07 |
| Technology | 3.91 | 4.98 |
| Basic Materials | 6.86 | 7.73 |
| Consumer Defensive | 1.49 | 3.88 |
| Industrials | 3.93 | 7.11 |
| Financial Services | 31.05 | 25.5 |
| Healthcare | 1.75 | 4.28 |
| Consumer Cyclical | 4.76 | 8.92 |
| Utilities | 2.11 | 2.91 |
| Communication Services | 2.99 | 2.78 |
| Real Estate | 0.4 | 1.31 |
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