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 | 0.39% | 0.38% |
6 Month | 3.34% | 3.16% |
1 Year | 7% | 6.61% |
3 Year | 7.14% | 6.72% |
5 Year | 5.8% | 5.44% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
---|---|---|
6 Month | 1.66% | 1.6% |
1 Year | 6.94% | 6.61% |
3 Year | 7.39% | 6.98% |
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 | 25.11 | 31.92 |
Large Cap | 57.71 | 44.38 |
Small Cap | 2.6 | 10.92 |
Mid Cap | 14.59 | 12.78 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
---|---|---|
Others | 23.91 | 29.47 |
Basic Materials | 7.58 | 3.68 |
Energy | 5.6 | 3.02 |
Utilities | 4.33 | 3.03 |
Industrials | 8.24 | 2.83 |
Technology | 5.33 | 3.52 |
Healthcare | 5.08 | 4.12 |
Consumer Defensive | 4.44 | 2.56 |
Financial Services | 22.98 | 42.01 |
Consumer Cyclical | 7.66 | 3.78 |
Real Estate | 0.99 | 0.67 |
Communication Services | 3.87 | 1.31 |
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