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Kotak Equity Arbitrage Fund vs HSBC Arbitrage Fund compare
Kotak Arbitrage Fund - Growth
HSBC Arbitrage Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Fund | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low | Low |
| Asset Size (Cr) | ₹72774 Cr | ₹2327 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 29 Sep 2005 | 30 Jun 2014 |
| Category | Arbitrage Funds | Arbitrage Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | Nifty 50 Arbitrage Index | Nifty 50 Arbitrage Index |
| Turn Over | 1777.06% | 299% |
| Expense Ratio | 1.04 | 0.93 |
| Manager | Hiten Shah | Mahesh A Chhabria |
| ISIN Code | INF174K01302 | INF917K01QL8 |
| 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 | HSBC Arbitrage Fund - 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 | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.55% | 0.54% |
| 6 Month | 2.75% | 2.73% |
| 1 Year | 6.44% | 6.24% |
| 3 Year | 7.31% | 6.96% |
| 5 Year | 5.98% | 5.59% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.4% | 1.38% |
| 1 Year | 5.87% | 5.72% |
| 3 Year | 6.87% | 6.55% |
| 5 Year | 6.61% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 7% | 6.15% |
| 3 Year | 6.6% | 5.88% |
| 5 Year | 7.21% | 5.32% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.41% | 0.36% |
| Sharp | 1.42% | 0.60% |
| Beta | 0.55% | - |
| Alpha | 0.46% | - |
Fund Managers
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Name | Hiten Shah | Mahesh A Chhabria |
| Total AUM | ₹54601 Cr | ₹15021 Cr |
| Funds Managed | 4 | 9 |
| Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
Market Cap
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 20.21 | 26.25 |
| Large Cap | 54.06 | 48.81 |
| Mid Cap | 21.89 | 11.01 |
| Small Cap | 3.83 | 13.93 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 17.39 | 24.1 |
| Energy | 4.34 | 5.15 |
| Industrials | 7.64 | 2.4 |
| Technology | 4.25 | 2.03 |
| Basic Materials | 12.44 | 4.58 |
| Healthcare | 6.25 | 2.16 |
| Consumer Defensive | 5.47 | 3.94 |
| Financial Services | 25.46 | 44.86 |
| Consumer Cyclical | 9.18 | 5.66 |
| Real Estate | 1.3 | 0.21 |
| Utilities | 3.97 | 2.95 |
| Communication Services | 2.32 | 1.96 |
Top Comparisons
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.11%
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
3Y Returns6.87%
HDFC Small Cap Fund Regular Growth
3Y Returns19.38%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
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Kotak Bond Fund (G)
3Y Returns6.65%
Kotak Bond Fund - Regular Plan Growth
3Y Returns6.65%
LIC MF CONSERVATIVE HYBRID FUND-Growth
3Y Returns6.54%
LIC MF CONSERVATIVE HYBRID FUND-Regular Plan-Growth
3Y Returns6.54%
