- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹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 |
Top Comparisons
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth
3Y Returns7.32%
Canara Robeco Banking and PSU Debt Fund- Regular Plan- Growth Option
3Y Returns6.81%
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.83%
HSBC Asia Pacific (Ex Japan) Dividend Yield Fund - Growth
3Y Returns18.71%
ICICI Prudential Manufacturing Fund - Growth Option
3Y Returns24%
Quant ESG Integration Strategy Fund Regular - Growth
3Y Returns13.94%
Kotak ELSS Tax Saver Fund-Scheme-Growth
3Y Returns14.72%
HSBC ELSS Tax saver Fund - Regular Growth
3Y Returns18.94%
