HDFC Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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Kotak Arbitrage Fund - Growth

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HDFC Arbitrage Fund - Wholesale Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Fund	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low	Very High
Asset Size (Cr)	₹69924 Cr	₹21068 Cr
Min Investment	₹100	₹100
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹100
Launch Date	29 Sep 2005	23 Oct 2007
Category	Arbitrage Funds	Arbitrage Funds
Fund Type	Open Ended	Open Ended
Benchmark	Nifty 50 Arbitrage Index	Nifty 50 Arbitrage Index
Turn Over	1777.06%	266.28%
Expense Ratio	1.04	0.97
Manager	Hiten Shah	Anil Bamboli
ISIN Code	INF174K01302	INF179K01343
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	HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Scheme Name	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
1 Month	0.44%	0.47%
6 Month	3.34%	3.26%
1 Year	6.95%	6.86%
3 Year	7.2%	7.03%
5 Year	5.82%	5.58%

Scheme Name	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
6 Month	1.63%	1.61%
1 Year	6.89%	6.74%
3 Year	7.36%	7.2%
5 Year	6.68%	6.47%

Scheme Name	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
1 Year	7.07%	6.64%
3 Year	6.56%	6.43%
5 Year	7.22%	6.53%

Scheme Name	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Standard Deviation	0.55%	0.53%
Sharp	0.63%	0.29%
Beta	-	-
Alpha	-	-

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Scheme Name	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Name	Hiten Shah	Anil Bamboli
Total AUM	₹54601 Cr	₹135442 Cr
Funds Managed	4	12
	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option

Scheme Name	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Others	23.67	24.65
Large Cap	54.6	60.09
Mid Cap	18.45	13.22
Small Cap	3.28	2.04

Scheme Name	Kotak Arbitrage Fund - Growth	HDFC Arbitrage Fund - Wholesale Growth Option
Others	21.24	22.71
Basic Materials	8.19	9.7
Energy	5.29	5.54
Utilities	4.72	4.47
Industrials	7.86	4.83
Technology	4.99	5.18
Healthcare	5.73	5.87
Consumer Defensive	4.92	4.67
Financial Services	22.38	23.24
Consumer Cyclical	9.71	8.13
Real Estate	0.97	1.01
Communication Services	4.01	4.67