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) | ₹72274 Cr | ₹8561 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 | 0.42% | 0.43% |
6 Month | 2.8% | 2.68% |
1 Year | 6.57% | 6.34% |
3 Year | 7.16% | 6.92% |
5 Year | 5.89% | 5.58% |
SIP Return Analysis
Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.3% | 1.26% |
1 Year | 5.98% | 5.8% |
3 Year | 7% | 6.76% |
5 Year | 6.59% | 6.32% |
Rolling Lumpsum Returns
Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
---|---|---|
1 Year | 7.04% | 6.44% |
3 Year | 6.59% | 6.09% |
5 Year | 7.21% | 6.61% |
Risk Management
Scheme Name | Kotak Arbitrage Fund - Growth | BANDHAN Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.45% | 0.41% |
Sharp | 1.00% | 0.47% |
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 | 28.26 | 36.58 |
Large Cap | 52.47 | 43.95 |
Mid Cap | 17.04 | 16.59 |
Small Cap | 2.23 | 2.88 |
Sector Allocation
Scheme Name |
Kotak Arbitrage Fund - Growth |
BANDHAN Arbitrage Fund - Regular Plan - Growth |
---|---|---|
Others | 25.52 | 34.45 |
Energy | 5.07 | 5.54 |
Utilities | 2.91 | 2.02 |
Industrials | 6.88 | 4.92 |
Technology | 5.21 | 4.39 |
Basic Materials | 7.73 | 6.13 |
Healthcare | 4.28 | 3.16 |
Consumer Defensive | 3.88 | 4.35 |
Financial Services | 25.5 | 26.04 |
Consumer Cyclical | 8.92 | 5.45 |
Real Estate | 1.31 | 1.22 |
Communication Services | 2.78 | 2.33 |
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