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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) | ₹67362 Cr | ₹20685 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 | 0.6% | 0.58% |
| 6 Month | 3.44% | 3.3% |
| 1 Year | 7.04% | 6.91% |
| 3 Year | 7.12% | 6.94% |
| 5 Year | 5.76% | 5.52% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.67% | 1.61% |
| 1 Year | 6.98% | 6.76% |
| 3 Year | 7.39% | 7.2% |
| 5 Year | 6.67% | 6.45% |
Rolling Lumpsum Returns
| Scheme Name | Kotak 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 Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.55% | 0.53% |
| Sharp | 0.63% | 0.29% |
| Beta | - | - |
| Alpha | - | - |
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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 | 25.11 | 23.79 |
| Large Cap | 57.71 | 62.73 |
| Small Cap | 2.6 | 1.76 |
| Mid Cap | 14.59 | 11.73 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 23.91 | 22.7 |
| Basic Materials | 7.58 | 8.62 |
| Energy | 5.6 | 5.84 |
| Utilities | 4.33 | 4.75 |
| Industrials | 8.24 | 5.34 |
| Technology | 5.33 | 7.64 |
| Healthcare | 5.08 | 4.93 |
| Consumer Defensive | 4.44 | 3.81 |
| Financial Services | 22.98 | 23.91 |
| Consumer Cyclical | 7.66 | 7.62 |
| Real Estate | 0.99 | 1.18 |
| Communication Services | 3.87 | 3.64 |
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