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Kotak Equity Arbitrage Fund vs BANDHAN Arbitrage Fund compare

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tortoise-icon Kotak Arbitrage Fund - Growth

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tortoise-icon BANDHAN Arbitrage Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹71608 Cr ₹8880 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 0.51% 0.43%
6 Month 3.24% 3.12%
1 Year 6.89% 6.67%
3 Year 7.19% 6.93%
5 Year 5.87% 5.54%

SIP Return Analysis

Scheme Name Kotak Arbitrage Fund - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth
6 Month 1.43% 1.35%
1 Year 6.55% 6.28%
3 Year 7.22% 6.95%
5 Year 6.64% 6.35%

Rolling Lumpsum Returns

Scheme Name Kotak Arbitrage Fund - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth
1 Year 7.06% 6.43%
3 Year 6.58% 6.09%
5 Year 7.22% 6.62%

Risk Management

Scheme Name Kotak Arbitrage Fund - Growth BANDHAN Arbitrage Fund - Regular Plan - Growth
Standard Deviation 0.42% 0.38%
Sharp 1.23% 0.70%
Beta - -
Alpha - -

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 26.79 35.91
Large Cap 54.99 45.91
Mid Cap 15.76 14.92
Small Cap 2.45 3.25

Sector Allocation

Scheme Name

Kotak Arbitrage Fund - Growth

BANDHAN Arbitrage Fund - Regular Plan - Growth

Others 23.74 33.88
Energy 5.44 6.12
Utilities 2.88 2.16
Industrials 7.75 5.24
Technology 6.48 5.61
Basic Materials 6.93 6.33
Healthcare 5.4 3.55
Consumer Defensive 4.72 4.76
Financial Services 23.08 24.19
Consumer Cyclical 9.15 5.23
Real Estate 1.44 0.87
Communication Services 2.97 2.05

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