BANDHAN Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
BANDHAN Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹71518 Cr | ₹8561 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Sep 2005 | 21 Dec 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 402% |
| Expense Ratio | 1.04 | 1.1 |
| Manager | Hiten Shah | Harshal Joshi |
| ISIN Code | INF174K01302 | INF194K01649 |
| Exits Load | Kotak Equity Arbitrage Fund - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365 | Bandhan Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.44% | 0.44% |
| 6 Month | 2.69% | 2.6% |
| 1 Year | 6.5% | 6.31% |
| 3 Year | 7.2% | 6.97% |
| 5 Year | 5.87% | 5.56% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 0.83% | 0.79% |
| 1 Year | 4.95% | 4.78% |
| 3 Year | 6.64% | 6.41% |
| 5 Year | 6.41% | 6.14% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.04% | 6.44% |
| 3 Year | 6.59% | 6.09% |
| 5 Year | 7.21% | 6.61% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.43% | 0.39% |
| Sharp | 1.22% | 0.71% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Hiten Shah | Harshal Joshi |
| Total AUM | ₹54601 Cr | ₹42965 Cr |
| Funds Managed | 4 | 20 |
| Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 22.72 | 28.72 |
| Large Cap | 57.46 | 44.65 |
| Mid Cap | 17.39 | 21.37 |
| Small Cap | 2.43 | 5.25 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.6 | 26.84 |
| Energy | 5.72 | 5.65 |
| Industrials | 7.36 | 5.62 |
| Technology | 4.41 | 4.03 |
| Basic Materials | 9.99 | 7.43 |
| Healthcare | 4.68 | 2.77 |
| Consumer Defensive | 4.52 | 4.35 |
| Financial Services | 23.54 | 29.87 |
| Consumer Cyclical | 10.59 | 5.57 |
| Real Estate | 1.81 | 1.5 |
| Utilities | 3.76 | 2.39 |
| Communication Services | 3.01 | 3.98 |
Top Comparisons
SBI Magnum Low Duration Fund - Regular Plan - Growth
3Y Returns7.13%
UTI Low Duration Fund - Regular Plan - Growth Option
3Y Returns7.5%
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns9.24%
Baroda BNP Paribas Balanced Advantage Fund-Regular Plan -Growth Option
3Y Returns14.11%
DSP Aggressive Hybrid Fund- Regular Plan - Growth
3Y Returns15.88%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.69%
ICICI Prudential Commodities Fund - Growth Option
3Y Returns20.08%
ICICI Prudential ESG Exclusionary Strategy Fund - Growth
3Y Returns19.37%