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HSBC Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
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) | ₹72153 Cr | ₹2350 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 | 0.65% | 0.59% |
| 6 Month | 2.97% | 2.91% |
| 1 Year | 6.41% | 6.2% |
| 3 Year | 7.22% | 6.87% |
| 5 Year | 6.09% | 5.71% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 0.99% | 1.01% |
| 1 Year | 4.86% | 4.84% |
| 3 Year | 6.47% | 6.2% |
| 5 Year | 6.43% | 6.1% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 6.99% | 6.16% |
| 3 Year | 6.61% | 5.92% |
| 5 Year | 7.2% | 5.33% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.39% | 0.34% |
| Sharp | 1.74% | 0.82% |
| Beta | 0.57% | 0.48% |
| Alpha | 0.31% | 0.14% |
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 | 21.94 | 25.75 |
| Large Cap | 54.95 | 47.75 |
| Mid Cap | 20.74 | 13.18 |
| Small Cap | 2.37 | 13.32 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 18.78 | 24.39 |
| Communication Services | 2.87 | 1.38 |
| Energy | 3.81 | 4.38 |
| Industrials | 9.13 | 4.18 |
| Technology | 3.72 | 1.61 |
| Consumer Cyclical | 8.96 | 13.14 |
| Basic Materials | 11.46 | 5.26 |
| Healthcare | 5.52 | 2.55 |
| Consumer Defensive | 4.76 | 3.63 |
| Financial Services | 26.22 | 36.62 |
| Real Estate | 1.16 | 0.28 |
| Utilities | 3.62 | 2.57 |
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