Kotak Equity Arbitrage Fund vs HDFC Arbitrage Fund compare
Kotak Equity Arbitrage Fund - Growth
HDFC Arbitrage Fund - Wholesale Growth Option
Chart Comparison
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 | 3.68% | 3.58% |
1 Year | 7.51% | 7.4% |
3 Year | 6.95% | 6.76% |
5 Year | 5.69% | 5.41% |
SIP Return Analysis
Scheme Name | Kotak Equity Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
6 Month | 1.98% | 1.9% |
1 Year | 7.64% | 7.44% |
3 Year | 7.59% | 7.4% |
5 Year | 6.67% | 6.44% |
Rolling Lumpsum Returns
Scheme Name | Kotak Equity Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
---|---|---|
1 Year | 7.01% | 6.6% |
3 Year | 6.53% | 6.41% |
5 Year | 7.23% | 6.66% |
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 | - | - |
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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 |
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