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Kotak Equity Arbitrage Fund vs HDFC Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
HDFC Arbitrage Fund - Wholesale Growth Option
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Very High |
| Asset Size (Cr) | ₹72279 Cr | ₹23009 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 Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Month | 0.46% | 0.49% |
| 6 Month | 2.85% | 2.88% |
| 1 Year | 6.37% | 6.29% |
| 3 Year | 7.29% | 7.15% |
| 5 Year | 5.99% | 5.77% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.38% | 1.4% |
| 1 Year | 5.88% | 5.89% |
| 3 Year | 6.89% | 6.79% |
| 5 Year | 6.62% | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 7% | 6.65% |
| 3 Year | 6.6% | 6.48% |
| 5 Year | 7.21% | 6.45% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.7% | 0.37% |
| Sharp | 2.69% | 1.16% |
| Beta | 0.55% | - |
| Alpha | 0.46% | - |
Fund Managers
| Scheme Name | Kotak 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 Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 20.21 | 23.78 |
| Large Cap | 54.06 | 60.53 |
| Mid Cap | 21.89 | 13.42 |
| Small Cap | 3.83 | 2.27 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 17.39 | 22.57 |
| Energy | 4.34 | 5.29 |
| Industrials | 7.64 | 6.05 |
| Technology | 4.25 | 4.16 |
| Basic Materials | 12.44 | 9.76 |
| Healthcare | 6.25 | 3.2 |
| Consumer Defensive | 5.47 | 4.75 |
| Financial Services | 25.46 | 27.03 |
| Consumer Cyclical | 9.18 | 8.87 |
| Real Estate | 1.3 | 1.4 |
| Utilities | 3.97 | 3.12 |
| Communication Services | 2.32 | 3.81 |
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