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HSBC Arbitrage Fund vs Kotak Equity Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹57567 Cr | ₹2225 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 Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.68% | 0.62% |
| 6 Month | 3.72% | 3.5% |
| 1 Year | 7.46% | 7.01% |
| 3 Year | 6.95% | 6.48% |
| 5 Year | 5.67% | 5.34% |
SIP Return Analysis
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.98% | 1.86% |
| 1 Year | 7.64% | 7.2% |
| 3 Year | 7.59% | 7.15% |
| 5 Year | 6.67% | 6.24% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.01% | 6.1% |
| 3 Year | 6.53% | 5.68% |
| 5 Year | 7.23% | 5.27% |
Risk Management
| Scheme Name | Kotak Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.623% | 0.613% |
| Sharp | 0.336% | -0.626% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | Kotak Equity 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 Equity Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 102.06 | 23.85 |
| Large Cap | 57.67 | 49.55 |
| Mid Cap | 12.58 | 16.52 |
| Small Cap | 2.4 | 10.08 |
Sector Allocation
| Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 101.55 | 23.85 |
| Basic Materials | 7.66 | 8.07 |
| Energy | 8.75 | 5.46 |
| Utilities | 4.11 | 3.77 |
| Industrials | 5.82 | 1.82 |
| Technology | 5.07 | 1.01 |
| Healthcare | 2.62 | 4.59 |
| Consumer Defensive | 3.85 | 1.23 |
| Financial Services | 22.78 | 39.68 |
| Consumer Cyclical | 7.68 | 7.38 |
| Real Estate | 1.11 | 0.93 |
| Communication Services | 3.7 | 2.2 |
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