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) | ₹69924 Cr | ₹2444 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 | 0.44% | 0.47% |
6 Month | 3.34% | 3.19% |
1 Year | 6.95% | 6.58% |
3 Year | 7.2% | 6.8% |
5 Year | 5.82% | 5.45% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.63% | 1.58% |
1 Year | 6.89% | 6.56% |
3 Year | 7.36% | 6.96% |
5 Year | 6.68% | 6.26% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
1 Year | 7.07% | 6.12% |
3 Year | 6.56% | 5.76% |
5 Year | 7.22% | 5.29% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Standard Deviation | 0.55% | 0.52% |
Sharp | 0.63% | -0.21% |
Beta | - | - |
Alpha | - | - |
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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 | 23.67 | 29.88 |
Large Cap | 54.6 | 44.86 |
Mid Cap | 18.45 | 13.57 |
Small Cap | 3.28 | 11.7 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 21.24 | 28.19 |
Basic Materials | 8.19 | 3.64 |
Energy | 5.29 | 2.36 |
Utilities | 4.72 | 3.38 |
Industrials | 7.86 | 2.86 |
Technology | 4.99 | 2.17 |
Healthcare | 5.73 | 4.83 |
Consumer Defensive | 4.92 | 4.45 |
Financial Services | 22.38 | 40.29 |
Consumer Cyclical | 9.71 | 6.2 |
Real Estate | 0.97 | 0.35 |
Communication Services | 4.01 | 1.27 |
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