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) | ₹72774 Cr | ₹8882 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 | 0.49% | 0.48% |
| 6 Month | 2.86% | 2.74% |
| 1 Year | 6.42% | 6.23% |
| 3 Year | 7.21% | 6.96% |
| 5 Year | 6.01% | 5.69% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.37% | 1.31% |
| 1 Year | 5.85% | 5.63% |
| 3 Year | 6.84% | 6.61% |
| 5 Year | 6.6% | 6.34% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7% | 6.42% |
| 3 Year | 6.61% | 6.1% |
| 5 Year | 7.21% | 6.59% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.38% |
| Sharp | 2.69% | 0.85% |
| Beta | 0.55% | - |
| Alpha | 0.46% | - |
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 | 24.37 | 27.05 |
| Large Cap | 51.68 | 44.13 |
| Mid Cap | 20.85 | 20.59 |
| Small Cap | 3.11 | 8.23 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.01 | 25.26 |
| Energy | 3.63 | 5.04 |
| Industrials | 8.36 | 6.03 |
| Basic Materials | 11.76 | 8.8 |
| Healthcare | 6.1 | 3.48 |
| Consumer Defensive | 5.56 | 5.57 |
| Financial Services | 23.08 | 29.36 |
| Technology | 5.25 | 3.01 |
| Consumer Cyclical | 10.12 | 5.86 |
| Real Estate | 1.02 | 1.24 |
| Utilities | 2.37 | 1.93 |
| Communication Services | 2.74 | 4.41 |
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