- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
Kotak Equity Arbitrage Fund vs Aditya Birla Sun Life Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹71608 Cr | ₹22310 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 Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.45% | 0.44% |
| 6 Month | 3.17% | 3.25% |
| 1 Year | 6.8% | 6.74% |
| 3 Year | 7.16% | 6.92% |
| 5 Year | 5.85% | 5.6% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.56% | 1.57% |
| 1 Year | 6.72% | 6.7% |
| 3 Year | 7.28% | 7.09% |
| 5 Year | 6.67% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.06% | 6.41% |
| 3 Year | 6.58% | 6.14% |
| 5 Year | 7.22% | 6.34% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.42% | 0.38% |
| Sharp | 1.23% | 0.67% |
| Beta | - | - |
| Alpha | - | - |
Fund Managers
| Scheme Name | Kotak 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 Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 26.79 | 33.31 |
| Large Cap | 54.99 | 46.16 |
| Mid Cap | 15.76 | 16.93 |
| Small Cap | 2.45 | 3.6 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 23.74 | 30.88 |
| Energy | 5.44 | 5.88 |
| Utilities | 2.88 | 2.94 |
| Industrials | 7.75 | 6.33 |
| Technology | 6.48 | 5.18 |
| Basic Materials | 6.93 | 6.59 |
| Healthcare | 5.4 | 4.34 |
| Consumer Defensive | 4.72 | 4.68 |
| Financial Services | 23.08 | 21.72 |
| Consumer Cyclical | 9.15 | 6.69 |
| Real Estate | 1.44 | 1.44 |
| Communication Services | 2.97 | 3.34 |
Top Comparisons
Kotak Money Market Fund - (Growth)
3Y Returns7.45%
Kotak Money Market Fund - (Growth)
3Y Returns7.45%
Kotak Arbitrage Fund - Growth
3Y Returns7.16%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.9%
HSBC Value Fund - Regular Growth
3Y Returns24.29%
Quant Value Fund Regular - Growth
3Y Returns23.2%
SBI Infrastructure Fund - Regular Plan - Growth
3Y Returns22.49%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns24.71%
