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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) | ₹69924 Cr | ₹2444 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 | 0.44% | 0.42% |
| 6 Month | 3.3% | 3.15% |
| 1 Year | 6.92% | 6.55% |
| 3 Year | 7.22% | 6.81% |
| 5 Year | 5.87% | 5.49% |
SIP Return Analysis
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.52% | 1.46% |
| 1 Year | 6.67% | 6.33% |
| 3 Year | 7.28% | 6.89% |
| 5 Year | 6.67% | 6.25% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| 1 Year | 7.06% | 6.13% |
| 3 Year | 6.58% | 5.81% |
| 5 Year | 7.22% | 5.3% |
Risk Management
| Scheme Name | Kotak Arbitrage Fund - Growth | HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.42% | 0.38% |
| Sharp | 1.23% | 0.23% |
| Beta | - | - |
| Alpha | - | - |
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 | 23.67 | 29.88 |
| Large Cap | 54.6 | 44.86 |
| Mid Cap | 18.45 | 13.57 |
| Small Cap | 3.28 | 11.7 |
Sector Allocation
| Scheme Name |
Kotak Arbitrage Fund - Growth |
HSBC Arbitrage Fund - Regular Growth |
|---|---|---|
| Others | 21.26 | 28.19 |
| Energy | 5.29 | 2.36 |
| Utilities | 4.72 | 3.38 |
| Industrials | 7.86 | 2.86 |
| Technology | 4.99 | 2.17 |
| Basic Materials | 8.17 | 3.64 |
| Healthcare | 5.73 | 4.83 |
| Consumer Defensive | 4.92 | 4.45 |
| Financial Services | 22.38 | 40.29 |
| Consumer Cyclical | 9.71 | 6.2 |
| Real Estate | 0.97 | 0.35 |
| Communication Services | 4.01 | 1.27 |
Top Comparisons
ICICI Prudential Value Fund - Growth
3Y Returns21.09%
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3Y Returns18.02%
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HSBC Consumption Fund - Regular (G)
3Y Returns0%
ICICI Prudential Short Term Fund - Growth Option
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Tata Short Term Bond Fund -Regular Plan- Growth Option
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Axis Arbitrage Fund - Regular Plan - Growth
3Y Returns6.86%
