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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) | ₹72279 Cr | ₹24256 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 | 0.43% | 0.44% |
| 6 Month | 2.92% | 2.93% |
| 1 Year | 6.44% | 6.4% |
| 3 Year | 7.25% | 7.04% |
| 5 Year | 5.94% | 5.72% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.42% | 1.42% |
| 1 Year | 6.06% | 6.11% |
| 3 Year | 6.97% | 6.83% |
| 5 Year | 6.63% | 6.42% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7.02% | 6.43% |
| 3 Year | 6.6% | 6.17% |
| 5 Year | 7.21% | 6.23% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.43% | 0.38% |
| Sharp | 1.22% | 0.76% |
| 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 | 20.21 | 22.94 |
| Large Cap | 54.06 | 53 |
| Mid Cap | 21.89 | 19.44 |
| Small Cap | 3.83 | 4.62 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
Aditya Birla Sun Life Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.39 | 20.81 |
| Energy | 4.34 | 6.74 |
| Industrials | 7.64 | 6.8 |
| Technology | 4.25 | 4.21 |
| Basic Materials | 12.44 | 8.41 |
| Healthcare | 6.25 | 4.11 |
| Consumer Defensive | 5.47 | 4.79 |
| Financial Services | 25.46 | 27.12 |
| Consumer Cyclical | 9.18 | 8.59 |
| Real Estate | 1.3 | 1.53 |
| Utilities | 3.97 | 3.23 |
| Communication Services | 2.32 | 3.67 |
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