- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
MF Portfolio OverlapCheck Common Stocks Before You Invest
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹72153 Cr | ₹24031 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 | 0.65% | 0.64% |
| 6 Month | 2.97% | 2.99% |
| 1 Year | 6.41% | 6.35% |
| 3 Year | 7.22% | 7.08% |
| 5 Year | 6.09% | 5.87% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.54% | 1.55% |
| 1 Year | 6.11% | 6.12% |
| 3 Year | 6.88% | 6.78% |
| 5 Year | 6.66% | 6.51% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 6.99% | 6.64% |
| 3 Year | 6.61% | 6.5% |
| 5 Year | 7.2% | 6.43% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.7% | 0.69% |
| Sharp | 2.45% | 2.34% |
| Beta | 0.57% | 0.49% |
| Alpha | 0.31% | 0.32% |
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 | 21.94 | 24.9 |
| Large Cap | 54.95 | 61.17 |
| Mid Cap | 20.74 | 12.64 |
| Small Cap | 2.37 | 1.28 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 18.78 | 21.79 |
| Communication Services | 2.87 | 4.03 |
| Energy | 3.81 | 4.83 |
| Industrials | 9.13 | 6.31 |
| Technology | 3.72 | 2.85 |
| Consumer Cyclical | 8.96 | 10.48 |
| Basic Materials | 11.46 | 10.77 |
| Healthcare | 5.52 | 3 |
| Consumer Defensive | 4.76 | 4.72 |
| Financial Services | 26.22 | 27.29 |
| Real Estate | 1.16 | 1.38 |
| Utilities | 3.62 | 2.54 |
Top Comparisons
Franklin U.S. Opportunities Equity Active FOF - Regular - Growth
3Y Returns23.85%
PGIM India Global Equity Opportunities Fund of Fund - Growth
3Y Returns19.97%
Axis Gilt Fund - Regular Plan - Growth Option
3Y Returns7.29%
Quant Gilt Fund Regular - Growth
3Y Returns5.72%
SBI Equity Savings Fund - Regular Plan - Growth
3Y Returns11.6%
Mirae Asset Equity Savings Fund- Regular Plan- Growth
3Y Returns11.47%
Invesco India Financial Services Fund - Retail Growth
3Y Returns23.03%
Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option
3Y Returns18.01%
