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HSBC Arbitrage Fund vs Kotak Equity Arbitrage Fund compare

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tortoise-icon Kotak Arbitrage Fund - Growth

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tortoise-icon HSBC Arbitrage Fund - Regular Growth

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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 HSBC Arbitrage Fund - Regular Growth
Fund Kotak Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low Low
Asset Size (Cr) ₹72774 Cr ₹2327 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 29 Sep 2005 30 Jun 2014
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 1777.06% 299%
Expense Ratio 1.04 0.93
Manager Hiten Shah Mahesh A Chhabria
ISIN Code INF174K01302 INF917K01QL8
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 HSBC Arbitrage Fund - 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 HSBC Arbitrage Fund - Regular Growth
1 Month 0.5% 0.49%
6 Month 2.84% 2.82%
1 Year 6.48% 6.25%
3 Year 7.24% 6.88%
5 Year 6% 5.61%

SIP Return Analysis

Scheme Name Kotak Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
6 Month 1.4% 1.38%
1 Year 5.87% 5.72%
3 Year 6.87% 6.55%
5 Year 6.61% 6.25%

Rolling Lumpsum Returns

Scheme Name Kotak Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
1 Year 7% 6.15%
3 Year 6.6% 5.88%
5 Year 7.21% 5.32%

Risk Management

Scheme Name Kotak Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
Standard Deviation 0.7% 0.36%
Sharp 2.69% 0.60%
Beta 0.55% -
Alpha 0.46% -

Fund Managers

Scheme Name Kotak Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth
Name Hiten Shah Mahesh A Chhabria
Total AUM ₹54601 Cr ₹15021 Cr
Funds Managed 4 9
Kotak Arbitrage Fund - Growth HSBC Arbitrage Fund - Regular Growth

Market Cap

Scheme Name

Kotak Arbitrage Fund - Growth

HSBC Arbitrage Fund - Regular Growth

Others 20.21 26.25
Large Cap 54.06 48.81
Mid Cap 21.89 11.01
Small Cap 3.83 13.93

Sector Allocation

Scheme Name

Kotak Arbitrage Fund - Growth

HSBC Arbitrage Fund - Regular Growth

Others 17.39 24.1
Energy 4.34 5.15
Industrials 7.64 2.4
Technology 4.25 2.03
Basic Materials 12.44 4.58
Healthcare 6.25 2.16
Consumer Defensive 5.47 3.94
Financial Services 25.46 44.86
Consumer Cyclical 9.18 5.66
Real Estate 1.3 0.21
Utilities 3.97 2.95
Communication Services 2.32 1.96

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