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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) | ₹72274 Cr | ₹2374 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% | 0.39% |
| 6 Month | 3.17% | 3.05% |
| 1 Year | 6.64% | 6.32% |
| 3 Year | 7.23% | 6.84% |
| 5 Year | 5.86% | 5.48% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.35% | 1.33% |
| 1 Year | 6.24% | 6% |
| 3 Year | 7.12% | 6.75% |
| 5 Year | 6.62% | 6.22% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.06% | 6.13% |
| 3 Year | 6.58% | 5.81% |
| 5 Year | 7.22% | 5.3% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.43% | 0.39% |
| Sharp | 1.14% | 0.19% |
| Beta | - | - |
| Alpha | - | - |
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 | 26.79 | 32.77 |
| Large Cap | 54.99 | 47.14 |
| Mid Cap | 15.76 | 11.73 |
| Small Cap | 2.45 | 8.36 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 23.74 | 31.71 |
| Energy | 5.44 | 3.93 |
| Utilities | 2.88 | 3.29 |
| Industrials | 7.75 | 3 |
| Technology | 6.48 | 3.94 |
| Basic Materials | 6.93 | 3.12 |
| Healthcare | 5.4 | 3.73 |
| Consumer Defensive | 4.72 | 3.88 |
| Financial Services | 23.08 | 37.83 |
| Consumer Cyclical | 9.15 | 4.62 |
| Real Estate | 1.44 | 0.72 |
| Communication Services | 2.97 | 0.22 |
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