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HDFC Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
HDFC Arbitrage Fund - Wholesale Growth Option
Chart Comparison
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) | ₹72774 Cr | ₹23551 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 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Month | 0.44% | 0.45% |
| 6 Month | 2.77% | 2.84% |
| 1 Year | 6.41% | 6.32% |
| 3 Year | 7.24% | 7.09% |
| 5 Year | 6% | 5.78% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.4% | 1.42% |
| 1 Year | 5.87% | 5.86% |
| 3 Year | 6.87% | 6.77% |
| 5 Year | 6.61% | 6.45% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 7% | 6.64% |
| 3 Year | 6.61% | 6.49% |
| 5 Year | 7.21% | 6.44% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.7% | 0.37% |
| Sharp | 2.69% | 1.16% |
| Beta | 0.55% | - |
| Alpha | 0.46% | - |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 24.37 | 25.58 |
| Large Cap | 51.68 | 58.67 |
| Mid Cap | 20.85 | 13.12 |
| Small Cap | 3.11 | 2.63 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 20.01 | 23.86 |
| Energy | 3.63 | 4.53 |
| Industrials | 8.36 | 5.84 |
| Basic Materials | 11.76 | 10.1 |
| Healthcare | 6.1 | 2.97 |
| Consumer Defensive | 5.56 | 4.64 |
| Financial Services | 23.08 | 27.09 |
| Technology | 5.25 | 3.9 |
| Consumer Cyclical | 10.12 | 9.43 |
| Real Estate | 1.02 | 1.48 |
| Utilities | 2.37 | 2.56 |
| Communication Services | 2.74 | 3.59 |
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