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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) | ₹71518 Cr | ₹21984 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 | 0.54% | 0.53% |
| 6 Month | 2.88% | 2.9% |
| 1 Year | 6.47% | 6.39% |
| 3 Year | 7.3% | 7.15% |
| 5 Year | 5.95% | 5.73% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 6 Month | 1.35% | 1.36% |
| 1 Year | 5.94% | 5.88% |
| 3 Year | 6.95% | 6.83% |
| 5 Year | 6.61% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| 1 Year | 7.02% | 6.65% |
| 3 Year | 6.6% | 6.47% |
| 5 Year | 7.21% | 6.46% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Standard Deviation | 0.43% | 0.39% |
| Sharp | 1.22% | 0.92% |
| 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 | 22.72 | 26.88 |
| Large Cap | 57.46 | 58.43 |
| Mid Cap | 17.39 | 12.75 |
| Small Cap | 2.43 | 1.94 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HDFC Arbitrage Fund - Wholesale Growth Option |
|---|---|---|
| Others | 20.6 | 25.45 |
| Energy | 5.72 | 5.86 |
| Industrials | 7.36 | 5.39 |
| Technology | 4.41 | 3.85 |
| Basic Materials | 9.99 | 8.73 |
| Healthcare | 4.68 | 3.54 |
| Consumer Defensive | 4.52 | 4.3 |
| Financial Services | 23.54 | 25.87 |
| Consumer Cyclical | 10.59 | 8.56 |
| Real Estate | 1.81 | 1.32 |
| Utilities | 3.76 | 3.37 |
| Communication Services | 3.01 | 3.77 |
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