Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

Kotak Equity Arbitrage Fund vs HDFC Arbitrage Fund compare

Link copied to clipboard!

tortoise-icon Kotak Equity Arbitrage Fund - Growth

Invest Now

tortoise-icon HDFC Arbitrage Fund - Wholesale Growth Option

Invest Now

Chart Comparison

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

Overview

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Fund Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Investment Plan Growth Growth
Level of Risk Low Very High
Asset Size (Cr) ₹57567 Cr ₹17654 Cr
Min Investment ₹100 ₹100
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹100
Launch Date 29 Sep 2005 23 Oct 2007
Category Arbitrage Funds Arbitrage Funds
Fund Type Open Ended Open Ended
Benchmark Nifty 50 Arbitrage Index Nifty 50 Arbitrage Index
Turn Over 1777.06% 266.28%
Expense Ratio 1.04 0.97
Manager Hiten Shah Anil Bamboli
ISIN Code INF174K01302 INF179K01343
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 HDFC Arbitrage Fund - Wholesale - Growth charges 0.25% of sell value; if fund sold before 30 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
1 Month 0.65% 0.63%
6 Month 3.64% 3.53%
1 Year 7.16% 7.03%
3 Year 7.06% 6.89%
5 Year 5.73% 5.48%

SIP Return Analysis

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
6 Month 1.79% 1.73%
1 Year 7.23% 7.02%
3 Year 7.48% 7.3%
5 Year 6.69% 6.47%

Rolling Lumpsum Returns

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
1 Year 7.07% 6.64%
3 Year 6.56% 6.43%
5 Year 7.22% 6.53%

Risk Management

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Standard Deviation 0.623% 0.607%
Sharp 0.336% -0.076%
Beta - -
Alpha - -

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option
Name Hiten Shah Anil Bamboli
Total AUM ₹54601 Cr ₹135442 Cr
Funds Managed 4 12
Kotak Equity Arbitrage Fund - Growth HDFC Arbitrage Fund - Wholesale Growth Option

Market Cap

Scheme Name

Kotak Equity Arbitrage Fund - Growth

HDFC Arbitrage Fund - Wholesale Growth Option

Others 102.06 100.84
Large Cap 57.67 58.76
Mid Cap 12.58 11.1
Small Cap 2.4 2.39

Sector Allocation

Scheme Name

Kotak Equity Arbitrage Fund - Growth

HDFC Arbitrage Fund - Wholesale Growth Option

Others 101.55 100.2
Basic Materials 7.66 9.04
Energy 8.75 8.82
Utilities 4.11 3.49
Industrials 5.82 5.16
Technology 5.07 4.11
Healthcare 2.62 2.43
Consumer Defensive 3.85 2.16
Financial Services 22.78 24.85
Consumer Cyclical 7.68 8.26
Real Estate 1.11 2.32
Communication Services 3.7 2.24

Top Comparisons

Kotak Bond Short Term Plan-(Growth) Kotak Bond Short Term Plan-(Growth)

3Y Returns7.42%

VS

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth Option

3Y Returns7.58%

Compare Now

Franklin India Government Securities Fund - Growth Franklin India Government Securities Fund - Growth

3Y Returns6.74%

VS

Nippon India Gilt Securities Fund -Growth Plan - Growth Option Nippon India Gilt Securities Fund -Growth Plan - Growth Option

3Y Returns7.76%

Compare Now

Kotak Overnight Fund -Regular plan-Growth Option Kotak Overnight Fund -Regular plan-Growth Option

3Y Returns6.33%

VS

Bandhan Overnight Fund Regular - Growth Bandhan Overnight Fund Regular - Growth

3Y Returns6.32%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns17.75%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns28.1%

Compare Now
Add to Cart Successfully