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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) | ₹71608 Cr | ₹21352 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 | 0.51% | 0.49% |
| 6 Month | 3.24% | 3.19% |
| 1 Year | 6.89% | 6.76% |
| 3 Year | 7.19% | 7.02% |
| 5 Year | 5.87% | 5.63% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.53% | 1.52% |
| 1 Year | 6.63% | 6.51% |
| 3 Year | 7.24% | 7.09% |
| 5 Year | 6.65% | 6.46% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 7.06% | 6.66% |
| 3 Year | 6.58% | 6.45% |
| 5 Year | 7.22% | 6.49% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.42% | 0.39% |
| Sharp | 1.23% | 0.88% |
| Beta | - | - |
| Alpha | - | - |
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 | 26.79 | 29.27 |
| Large Cap | 54.99 | 58.5 |
| Mid Cap | 15.76 | 10.76 |
| Small Cap | 2.45 | 1.47 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 23.74 | 27.43 |
| Energy | 5.44 | 5.03 |
| Utilities | 2.88 | 3.89 |
| Industrials | 7.75 | 4.91 |
| Technology | 6.48 | 4.73 |
| Basic Materials | 6.93 | 7.91 |
| Healthcare | 5.4 | 5.81 |
| Consumer Defensive | 4.72 | 4.98 |
| Financial Services | 23.08 | 22.51 |
| Consumer Cyclical | 9.15 | 7.68 |
| Real Estate | 1.44 | 1.09 |
| Communication Services | 2.97 | 4.02 |
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