Kotak Equity Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Equity Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low | Low |
Asset Size (Cr) | ₹57567 Cr | ₹13920 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 29 Sep 2005 | 24 Jul 2009 |
Category | Arbitrage Funds | Arbitrage Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
Turn Over | 1777.06% | 1085% |
Expense Ratio | 1.04 | 1.01 |
Manager | Hiten Shah | Pranav Gupta |
ISIN Code | INF174K01302 | INF209K01264 |
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 | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth charges 0.25% of sell value; if fund sold before 15 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.65% | 0.65% |
6 Month | 3.64% | 3.6% |
1 Year | 7.16% | 7.05% |
3 Year | 7.06% | 6.81% |
5 Year | 5.73% | 5.47% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.79% | 1.81% |
1 Year | 7.23% | 7.16% |
3 Year | 7.48% | 7.26% |
5 Year | 6.69% | 6.43% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.07% | 6.38% |
3 Year | 6.56% | 6.13% |
5 Year | 7.22% | 6.43% |
Risk Management
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.623% | 0.594% |
Sharp | 0.336% | -0.343% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | Kotak Equity Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Name | Hiten Shah | Pranav Gupta |
Total AUM | ₹54601 Cr | ₹10003 Cr |
Funds Managed | 4 | 9 |
Kotak Equity Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 102.06 | 103.22 |
Large Cap | 57.67 | 49.45 |
Mid Cap | 12.58 | 14.74 |
Small Cap | 2.4 | 3.54 |
Sector Allocation
Scheme Name |
Kotak Equity Arbitrage Fund - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 101.55 | 102.21 |
Basic Materials | 7.66 | 8.54 |
Energy | 8.75 | 7.29 |
Utilities | 4.11 | 3.04 |
Industrials | 5.82 | 8.09 |
Technology | 5.07 | 3.6 |
Healthcare | 2.62 | 2.73 |
Consumer Defensive | 3.85 | 1.06 |
Financial Services | 22.78 | 20.13 |
Consumer Cyclical | 7.68 | 8.67 |
Real Estate | 1.11 | 1.3 |
Communication Services | 3.7 | 4.29 |
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