Kotak Equity Arbitrage Fund vs BANDHAN Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
BANDHAN Arbitrage Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹72279 Cr | ₹8748 Cr |
| Min Investment | ₹100 | ₹100 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹100 |
| Launch Date | 29 Sep 2005 | 21 Dec 2006 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 402% |
| Expense Ratio | 1.04 | 1.1 |
| Manager | Hiten Shah | Harshal Joshi |
| ISIN Code | INF174K01302 | INF194K01649 |
| 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 | Bandhan 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 | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.52% | 0.5% |
| 6 Month | 2.82% | 2.68% |
| 1 Year | 6.44% | 6.21% |
| 3 Year | 7.28% | 7.01% |
| 5 Year | 6% | 5.68% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.38% | 1.33% |
| 1 Year | 5.88% | 5.69% |
| 3 Year | 6.89% | 6.66% |
| 5 Year | 6.62% | 6.35% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 7% | 6.42% |
| 3 Year | 6.6% | 6.1% |
| 5 Year | 7.21% | 6.6% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.7% | 0.38% |
| Sharp | 2.69% | 0.85% |
| Beta | 0.55% | - |
| Alpha | 0.46% | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Name | Hiten Shah | Harshal Joshi |
| Total AUM | ₹54601 Cr | ₹42965 Cr |
| Funds Managed | 4 | 20 |
| Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 20.21 | 26.14 |
| Large Cap | 54.06 | 44.1 |
| Mid Cap | 21.89 | 21.93 |
| Small Cap | 3.83 | 7.83 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
BANDHAN Arbitrage Fund - Regular Plan - Growth |
|---|---|---|
| Others | 17.39 | 24.79 |
| Energy | 4.34 | 5.93 |
| Industrials | 7.64 | 5.99 |
| Technology | 4.25 | 3.35 |
| Basic Materials | 12.44 | 8.69 |
| Healthcare | 6.25 | 2.98 |
| Consumer Defensive | 5.47 | 5.16 |
| Financial Services | 25.46 | 31.02 |
| Consumer Cyclical | 9.18 | 4.38 |
| Real Estate | 1.3 | 1.26 |
| Utilities | 3.97 | 2.3 |
| Communication Services | 2.32 | 4.16 |
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