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) | ₹72274 Cr | ₹8369 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 | 0.39% | 0.34% |
6 Month | 3.17% | 3.06% |
1 Year | 6.64% | 6.42% |
3 Year | 7.23% | 6.97% |
5 Year | 5.86% | 5.55% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.35% | 1.28% |
1 Year | 6.24% | 5.99% |
3 Year | 7.12% | 6.86% |
5 Year | 6.62% | 6.33% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.06% | 6.43% |
3 Year | 6.58% | 6.09% |
5 Year | 7.22% | 6.62% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.43% | 0.40% |
Sharp | 1.14% | 0.55% |
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 | 26.79 | 35.91 |
Large Cap | 54.99 | 45.91 |
Mid Cap | 15.76 | 14.92 |
Small Cap | 2.45 | 3.25 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
BANDHAN Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 23.74 | 33.88 |
Energy | 5.44 | 6.12 |
Utilities | 2.88 | 2.16 |
Industrials | 7.75 | 5.24 |
Technology | 6.48 | 5.61 |
Basic Materials | 6.93 | 6.33 |
Healthcare | 5.4 | 3.55 |
Consumer Defensive | 4.72 | 4.76 |
Financial Services | 23.08 | 24.19 |
Consumer Cyclical | 9.15 | 5.23 |
Real Estate | 1.44 | 0.87 |
Communication Services | 2.97 | 2.05 |
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